Customer Relationship & Sales AutomationsPurpose
1.2. Centralizes communication across multiple touchpoints (email, SMS, social, chat), decreases response time, reduces manual workload, and enables scalable automation across retail operations.
1.3. Facilitates lead nurturing by automating routine responses, follow-ups, product information sharing, appointment scheduling, and feedback collection, tailored for building materials and salvaged components buyers.
Trigger Conditions
2.2. Status update on existing inquiry (e.g., marked as pending, responded, or requires follow-up).
2.3. Customer interaction with marketing emails or online quotation tools.
2.4. Pre-set intervals since last customer touchpoint for automated follow-up.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS reply via Twilio’s Messaging API; configure webhook to trigger on inbound message.
3.2. SendGrid
• Feature/Setting: Automate transactional email replies using SendGrid’s v3 Mail Send API; configure dynamic templates for personalized content.
3.3. Microsoft Outlook
• Feature/Setting: Automate rule-based email responses and follow-ups via Outlook REST API/Automated Flows.
3.4. Gmail (Google Workspace)
• Feature/Setting: Automates auto-reply using Gmail API’s watch/push notification and draft/send endpoints.
3.5. HubSpot
• Feature/Setting: Automated sequences using HubSpot Workflows and Conversations Inbox API; auto-enroll leads.
3.6. Salesforce
• Feature/Setting: Automate case creation and response via Salesforce Process Builder/Flow and Email-to-Case.
3.7. Zoho CRM
• Feature/Setting: Automates email follow-ups with Workflow Rules and APIs for lead/contact modules.
3.8. Slack
• Feature/Setting: Automated responses via Slack Bot Events API; configure custom slash command for team notification and follow-up.
3.9. WhatsApp Business Cloud API
• Feature/Setting: Automates templated responses and follow-up messages on WhatsApp trigger.
3.10. Facebook Messenger
• Feature/Setting: Messenger Send API automates instant chatbot responses and follow-up flows.
3.11. Intercom
• Feature/Setting: Automate replies and follow-up using Intercom’s Conversations API and workflow automation.
3.12. Zendesk
• Feature/Setting: Automates tickets and follow-up with Zendesk Triggers and Automations API.
3.13. Shopify
• Feature/Setting: Automates reply to “Contact Us” form via Shopify Flow connected to Email or SMS.
3.14. Pipedrive
• Feature/Setting: Automate lead response using Workflow Automation and Activities API.
3.15. Mailgun
• Feature/Setting: Email automation using Mailgun Routes and the Messages API for instant reply/follow-up.
3.16. Telegram Bot API
• Feature/Setting: Automates greeting and follow-up via bot message events and inline queries.
3.17. RingCentral
• Feature/Setting: Voicemail transcription triggers automated SMS or email response using RingCentral’s API.
3.18. Monday.com
• Feature/Setting: Automates task allocation and follow-up reminders using Monday.com Automations and API.
3.19. ActiveCampaign
• Feature/Setting: Automates lead follow-up sequences via Automation Builder and Contacts API.
3.20. Google Sheets
• Feature/Setting: Add new sales inquiries to a sheet, automate responses via Apps Script on form submission.
3.21. Typeform
• Feature/Setting: Triggers automated follow-up email/SMS upon new form submission via Webhooks and API.
Benefits
4.2. Reduces human error and manual workload via automation, freeing staff resources.
4.3. Accelerates sales cycle by automatedly ensuring no inquiry is missed or delayed.
4.4. Enables personalized, consistent communication and automates nurturing through every sales touchpoint.
4.5. Integrates omnichannel response workflows, centralizing automated inquiry and follow-up management.
4.6. Provides analytics and audit trails for refinable, optimizable sales automation.