Customer Relationship & Service AutomationPurpose
1.2. Enable systematic delivery of educational, product, and support content via automated drip email series.
1.3. Improve engagement, reduce manual onboarding, and ensure every client receives regulatory and best-practice guidance.
1.4. Support sales, warranty registration, and immediate rebate offers automatically on signup.
Trigger Conditions
2.2. Customer fills out web onboarding form or signs up via email capture.
2.3. Purchase of complete HVAC system is logged in connected sales platform.
2.4. Manual addition to an “onboarding required” segment in marketing software.
Platform Variants
3.1. Salesforce
• Feature/Setting: Workflow Rule or Process Builder with Email Alert; trigger: new Lead.
• Configure: Create outbound messages for onboarding steps; set drip intervals.
3.2. HubSpot
• Feature/Setting: Workflows → Automated Sequences; trigger: list addition.
• Configure: Set enrollment triggers to new deals and schedule timed onboarding emails.
3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate → Scheduled flows.
• Configure: Initiate drip campaign when new Account is created; connect to Dynamics email.
3.4. Zoho CRM
• Feature/Setting: Workflow Rules → Email Notification.
• Configure: Execute multi-step mailers based on “Customer Type = Wholesale”.
3.5. Pipedrive
• Feature/Setting: Workflow Automation + “Deal Created” trigger.
• Configure: Send onboarding mail series from Pipedrive email.
3.6. Mailchimp
• Feature/Setting: Customer Journey Builder; Onboarding Tag.
• Configure: Schedule automated onboarding emails upon tag assignment.
3.7. ActiveCampaign
• Feature/Setting: Automations → Start Trigger: Tag Added.
• Configure: Plan onboarding drip sequence for HVAC wholesale clients.
3.8. Klaviyo
• Feature/Setting: Flows → List Trigger.
• Configure: Define onboarding series for new “HVAC System” customers.
3.9. SendGrid
• Feature/Setting: Automation API → Automated Campaigns.
• Configure: POST to Campaigns endpoint with multi-step schedule.
3.10. Twilio SendGrid
• Feature/Setting: Marketing Campaigns API; schedule.
• Configure: Enroll customer on signup, launch sequence of product intro emails.
3.11. Intercom
• Feature/Setting: Series/Outbound Messages.
• Configure: Trigger on “user signed up” event with timed onboarding emails.
3.12. Infusionsoft (Keap)
• Feature/Setting: Campaign Builder → Email Sequence.
• Configure: Link new contact trigger to HVAC education drip.
3.13. Marketo
• Feature/Setting: Smart Campaigns; New Lead trigger.
• Configure: Smart List to drip emails for onboarding path.
3.14. Constant Contact
• Feature/Setting: Automated Email Series.
• Configure: Start onboarding automation when contact is added to a specific list.
3.15. Drip
• Feature/Setting: Workflow → Triggered Email Series.
• Configure: Drip onboarding to “Wholesale Buyer” segment.
3.16. Customer.io
• Feature/Setting: Campaigns → Event Triggered.
• Configure: New signup event triggers onboarding schedule.
3.17. Mandrill
• Feature/Setting: API-based transactional templates.
• Configure: Template trigger for onboarding start.
3.18. Freshsales
• Feature/Setting: Workflow Automations.
• Configure: Send onboarding emails on new contact addition.
3.19. Gmelius
• Feature/Setting: Sequences in Gmail.
• Configure: Add new customer to sequence for onboarding emails.
3.20. Mailjet
• Feature/Setting: Automation → Contact triggers.
• Configure: On list add, send sequence of onboarding guides.
3.21. Google Workspace
• Feature/Setting: App Script → Timed triggers.
• Configure: Trigger onboarding email schedule on new row in Sheets with customer info.
Benefits
4.2. Ensures customer receives complete regulatory/product information.
4.3. Builds relationship with prompt, value-driven communication.
4.4. Seamless scaling as wholesale client base grows.
4.5. Centralized control, analytics, and easy compliance traceability.