Purpose
1.2. Automate communications scheduling and personalized outreach for advocacy campaigns.
1.3. Monitor responses, follow-ups, and data enrichment from public sources.
1.4. Sync media data with CRM systems for historical record-keeping and relationship management.
Trigger Conditions
2.2. Launch or scheduling of a new press release or advocacy announcement.
2.3. Receipt of incoming email or message from a journalist.
2.4. Scheduled campaign outreach date/time.
2.5. Workflow completion status from connected advocacy tools.
Platform Variants
3.1. Google Sheets
• Feature/Setting: Contact management using append/lookup rows API for real-time list updates.
3.2. Airtable
• Feature/Setting: Automated record creation and linking via Airtable Automations API.
3.3. HubSpot
• Feature/Setting: Contact sync and workflow triggers using Contacts and Workflows API.
3.4. Salesforce
• Feature/Setting: Lead/contact upsert and campaign management using REST API endpoints.
3.5. Microsoft Outlook 365
• Feature/Setting: Calendar scheduling and email sending via Graph API (`/me/sendMail`).
3.6. SendGrid
• Feature/Setting: Bulk and transactional email sends with personalization via `/mail/send` API.
3.7. Twilio SMS
• Feature/Setting: Automated SMS outreach using `Messages` API for urgent advocacy alerts.
3.8. Slack
• Feature/Setting: Notifying comms teams or creating channels using `chat.postMessage` API.
3.9. Mailchimp
• Feature/Setting: Segmented campaign dispatch with static segment API.
3.10. ActiveCampaign
• Feature/Setting: Automate contact update and outreach with Contacts and Automations endpoints.
3.11. Zoho CRM
• Feature/Setting: Campaign records creation via Zoho CRM’s Campaigns/Contacts API.
3.12. Pipedrive
• Feature/Setting: Auto-update media contacts via Persons and Activity API.
3.13. Trello
• Feature/Setting: Create/update press outreach tasks using Card API.
3.14. Notion
• Feature/Setting: Sync rolling press contact notes with Database API.
3.15. Dropbox
• Feature/Setting: Store and share press kits via `/files/upload` API trigger.
3.16. Typeform
• Feature/Setting: Collect detailed journalist data and push responses using Webhooks API.
3.17. Calendly
• Feature/Setting: Auto-schedule interviews via Scheduled Event webhooks.
3.18. Intercom
• Feature/Setting: Automated replies and incoming inquiries using Conversations API.
3.19. Zoom
• Feature/Setting: Auto-create meeting links for interviews via Meetings API.
3.20. Google Drive
• Feature/Setting: Share advocacy assets and auto-create folders using Drive API.
3.21. DocuSign
• Feature/Setting: Automate signing of press agreements via Envelopes API.
3.22. Asana
• Feature/Setting: Track and update outreach assignments using Tasks API.
Benefits
4.2. Saves staff time with automated, rule-based outreach and engagement.
4.3. Reduces manual communication errors and scheduling conflicts.
4.4. Enables rapid response to breaking media opportunities or advocacy events.
4.5. Tracks history, responses, and campaign metrics for ongoing improvement.