Automated client inquiry response and follow-up

Purpose

1.1. Automate initial acknowledgment, information capture, response, and follow-up for client inquiries in art restoration services.
1.2. Automates rapid communication, improves client experience, and increases inquiry conversion rates in the conservation & restoration workflow.
1.3. Automatedly routes incoming messages, sends FAQ details, schedules consultations, gathers project information, and automates reminders to capture missed or dormant leads.

Trigger Conditions

2.1. New client inquiry via web contact form submission.
2.2. Receipt of inbound email to a dedicated artwork restoration address.
2.3. SMS/WhatsApp inquiry received to a business line.
2.4. Incoming calls missed, triggering voicemail-to-text conversion.
2.5. DM or message received on social platforms (Facebook, Instagram, LinkedIn).
2.6. Lead added to CRM marked with "New Inquiry" status.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging Webhooks, auto-response template; configure function to parse message and reply with intake questions.
3.2. SendGrid
• Feature/Setting: Inbound Parse Webhook, automated email response; sample: auto-reply with attached intake form.
3.3. Gmail API
• Feature/Setting: Watch for new messages, Label triggers; configure filter to automate responses and follow-up labels.
3.4. Outlook Graph API
• Feature/Setting: Subscription to inbox, automate reply using Graph sendMail endpoint based on subject/keywords.
3.5. HubSpot CRM
• Feature/Setting: Workflow automator, "New Contact" trigger; configure to send templated intake/follow-up sequence.
3.6. Salesforce Service Cloud
• Feature/Setting: Process Builder, Email-to-Case; configure rule to respond with restoration questionnaire.
3.7. Zoho CRM
• Feature/Setting: Automation rules, webform connector; automate intake and nurture email drip.
3.8. Intercom
• Feature/Setting: Custom bots, proactive chat triggers; automate real-time intake on site inquiries.
3.9. Zendesk
• Feature/Setting: Triggers, Automations; configure automated ticket creation and first response with restoration service FAQ.
3.10. Typeform
• Feature/Setting: Form submission webhook; automate sending follow-up email with project details request.
3.11. Slack
• Feature/Setting: Incoming Webhooks, Bot app; use message event to post incoming inquiry to intake channel & automate internal alert.
3.12. Facebook Messenger API
• Feature/Setting: Messenger Webhook for new messages; automate instant inquiry acknowledgment and follow-up scheduling.
3.13. Instagram Messenger API
• Feature/Setting: Instagram Direct Message trigger; automate message parsing and inquiry response.
3.14. WhatsApp Business API
• Feature/Setting: Message Templates; automate structured response for artwork restoration inquiries.
3.15. Calendly
• Feature/Setting: Webhook on booking; automate follow-up email to unscheduled inquiries inviting them to book.
3.16. Google Sheets API
• Feature/Setting: Append row on new entry; automatically logs inquiry and triggers reminder workflow.
3.17. Airtable Automations
• Feature/Setting: Record creation trigger; automate follow-up tasks and update status.
3.18. Shopify
• Feature/Setting: Contact Form webhook; automate response for inquiries regarding restoration linked to prior sales.
3.19. Microsoft Teams
• Feature/Setting: Workflow bot, adaptive card; automate notification and intake for restoration inquiries received.
3.20. Pipedrive
• Feature/Setting: Deal created trigger, automations; automate email/SMS follow-up sequence.

Benefits

4.1. Automates acknowledgment and responsiveness, enhancing professionalism.
4.2. Automated intake ensures no inquiry is missed and client details are consistently collected.
4.3. Automation of follow-ups improves lead conversion and reduces manual effort.
4.4. Automating responses saves time, allowing restoration experts to focus on client projects.
4.5. Automation of multi-channel intake unifies all inquiries for easy management and reporting.