Automate follow-ups on inquiry forms

**Purpose**

1.1. Automatically send personalized follow-up messages to individuals who submit inquiry forms for Aikido classes.
1.2. Ensure timely and consistent engagement to increase response rates and class enrollments.
1.3. Integrate multi-channel messaging (email, SMS, chat) to maximize reach and responsiveness.
1.4. Record responses and automate further follow-ups or escalation if no reply is received.
1.5. Log all correspondence in a central CRM or lead management database for tracking.

**Trigger Conditions**

2.1. New inquiry form submission via website/app.
2.2. Status change on CRM lead to “Inquiry Received”.
2.3. Passage of specified time without recipient response to initial follow-up.
2.4. Explicit interest shown in a certain class or event.
2.5. Specific keywords identified in inquiry (e.g., “trial class”, “price”, “schedule”).

**Platform Variants**

3.1. **Twilio SMS**
• Feature/Setting: Use SMS API to auto-send templated messages; configure webhook to listen for form submissions.
3.2. **SendGrid**
• Feature/Setting: Email API for scheduled follow-up messages; configure Event Webhook to track opens/clicks.
3.3. **Mailchimp**
• Feature/Setting: Use Automation Workflow to send emails when a contact is added to the audience via API.
3.4. **Slack**
• Feature/Setting: Use Incoming Webhooks to post alerts to a channel on new inquiry or missed follow-up.
3.5. **HubSpot**
• Feature/Setting: Create Workflow to automatically email/call after lead status updates; use Forms API integration.
3.6. **ActiveCampaign**
• Feature/Setting: Use Automation Builder to trigger email/SMS sequence after form API submission.
3.7. **Google Sheets**
• Feature/Setting: Apps Script trigger on new row (form captured); send email/SMS via connected APIs.
3.8. **Zoho CRM**
• Feature/Setting: Blueprint automation for lead nurturing; configure Webform API and Email Workflow.
3.9. **Zapier**
• Feature/Setting: Multi-step Zap to capture form, send message, and update CRM; use Webhook and Email integrations.
3.10. **Microsoft Outlook/365**
• Feature/Setting: Power Automate flow for email follow-up triggered by Excel Online form submission.
3.11. **Webhook (Generic)**
• Feature/Setting: Configure endpoint to capture form data and initiate HTTP POST to messaging service.
3.12. **Freshdesk**
• Feature/Setting: Use Ticket Automations to email/respond via API when inquiry is created.
3.13. **Pipedrive**
• Feature/Setting: Set up Workflow Automation on deal creation to send email via Pipedrive Mail API.
3.14. **Mailjet**
• Feature/Setting: Trigger Transactional Email API with personalized templates on form submit event.
3.15. **Intercom**
• Feature/Setting: Create auto message in Inbox triggered by user form input using Conversations API.
3.16. **Zendesk**
• Feature/Setting: Use Triggers to initiate follow-up ticket/email based on inquiry form ticket creation.
3.17. **ClickSend**
• Feature/Setting: Use SMS API endpoint; configure trigger on form data collection.
3.18. **Trello**
• Feature/Setting: Create card automation and email integration; configure webhook for form-to-board.
3.19. **Airtable**
• Feature/Setting: Use Automations to send email or webhook on new record (inquiry) in table.
3.20. **Discord**
• Feature/Setting: Use Bot Webhook; notify moderators or send DM to inquiry submitters via direct message API.

**Benefits**

4.1 Increase follow-up speed, leading to higher conversion and retention rates.
4.2 Ensure uniform communication and reduce human oversight.
4.3 Free up staff from repetitive outreach to focus on quality engagements.
4.4 Centralize and log all communication history for analysis and optimization.
4.5 Enable multi-channel outreach to ensure message delivery and higher engagement.