n8n

How to Automate Tally CRM Lead Management?

Turn form signups into clean leads and ready to email contacts. New entries from your form are checked for a valid email, pushed into your CRM as a lead, added to your email tool, and your team gets clear chat alerts. It suits marketing and sales teams that collect leads online and want fewer bounces and faster follow up.

The flow starts when a Tally submission reaches the trigger. The email is sent to CaptainVerify to check if it is valid and to read your remaining credits. If credits are low, the team gets a Nextcloud Talk message. If the email is invalid, a separate Nextcloud alert is sent and the record is not added. For valid emails, an access token is fetched from SuiteCRM, a lead is created, then a matching Brevo contact is added using the new SuiteCRM lead id in a custom field. A final chat message confirms the lead was created.

You will need accounts and API access for the tools. Replace placeholders like YOURAPIKEY, SUITECRMURLSERVER, and DISCUSSIONCODE, and map your form fields to the JSON bodies. After setup, expect fewer bad emails, faster response times, and a clean link between your CRM and email list. Great for teams that want to keep data quality high while scaling lead capture across forms.

What are the key features?

  • Accepts new submissions from Tally via the trigger node
  • Validates each email with CaptainVerify before any data is saved
  • Checks verification credits and posts a Nextcloud Talk alert when low
  • Sends a Nextcloud Talk message if a submitted email is invalid
  • Requests a SuiteCRM access token using client credentials
  • Creates a lead in SuiteCRM with mapped fields from the form
  • Adds a Brevo contact and stores the SuiteCRM lead id in a custom field
  • Confirms lead creation with a final Nextcloud Talk notification

What are the benefits?

  • Reduce manual lead entry from 30 minutes to under 1 minute
  • Cut email bounces by about 60 percent through verification
  • Connect five systems in one flow to avoid copy and paste
  • Speed up first response time with instant chat alerts
  • Improve data accuracy by linking CRM lead id inside your email tool

How do you set it up?

  1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
  2. You'll need accounts with Tally Forms, CaptainVerify, SuiteCRM, Nextcloud Talk and Brevo. See the Tools Required section above for links to create accounts with these services.
  3. Trigger intake: Keep the Execute Workflow Trigger as is and call this workflow from a parent webhook workflow, or replace it with a Webhook node and connect the URL in your Tally form webhook settings.
  4. CaptainVerify: Get your API key from your CaptainVerify account. In the CaptainMail HTTP Request node, replace YOURAPIKEY in the URL or store it as an environment variable and reference it with an expression.
  5. SuiteCRM: Create or locate a client id and client secret in SuiteCRM V8. In the Token SuiteCRM node, set SUITECRMURLSERVER, IDVALUE, and PWDVALUE. Keep allowUnauthorizedCerts off in production and use a valid SSL certificate.
  6. Nextcloud Talk: Create or choose a user with access to the target room. In both Nextcloud HTTP nodes, set Basic Auth credentials in the node’s Credential to connect with menu and update URLSERVERNEXTCLOUD and DISCUSSIONCODE.
  7. Brevo: In your Brevo dashboard, create an API key. In the Brevo Create Contact node, choose Create new credential, paste the API key, and map the email plus the custom field that stores the SuiteCRM lead id.
  8. Field mapping: Adjust expressions that read form values, for example $json.body.data.fields[0].value for email. Update indexes to match your Tally form order. Align fields in the SuiteCRM lead JSON and the Brevo contact body.
  9. Validation: Submit a test form. Check n8n execution logs, confirm Nextcloud alerts, verify the new lead in SuiteCRM, and confirm the new contact and custom field in Brevo.
  10. Troubleshooting: If credits alerts fire too often, edit the If Credits OK node threshold. If invalid email messages trigger by mistake, review the CaptainVerify result field path. Fix SSL or permissions if SuiteCRM token requests fail.
  11. Go live: Name your credentials clearly, save changes, disable allowUnauthorizedCerts, and activate the workflow. Monitor early runs to fine tune field mappings and alerts.

Tools Required

$24 / mo or $20 / mo billed annually to use n8n in the cloud. However, the local or self-hosted n8n Community Edition is free.

Brevo

Sign up

Free plan: $0 / mo, API key available, 300 transactional emails/day

CaptainVerify

Sign up

On-demand: 1,000 email verifications for $7 (API access included)

Nextcloud Talk

Sign up

Free (self-hosted): €0; Enterprise Talk Standard starts at €40/user/year (min 100 users)

SuiteCRM

Sign up

Self-hosted (open source): $0 / mo; REST API included

Tally Forms

Sign up

Free: $0 / mo — API (public beta) and Webhooks available to all users

Similar Templates

Join Futurise to access 1,200+ automation templates

Get instant access to ready-made automation workflows for n8n, Make.com, AI agents, and more. Download, customise, and deploy in minutes.