Purpose
1.1. Strengthen client relationships by acknowledging birthdays or major milestones via automated personalized messages.
1.2. Enhance industry reputation through attentive customer service, fostering loyalty and increased repeat business.
1.3. Reduce manual effort for client recognition, freeing staff for higher-value interactions.
1.4. Ensure consistent client outreach in the competitive aggregates and construction materials sector.
1.5. Collect analytics on engagement to tailor future communications and offers.
Trigger Conditions
2.1. Client date of birth or milestone date exists in CRM or custom database.
2.2. Automated daily check for upcoming dates (e.g., 7 days in advance).
2.3. Only active clients with valid contact information.
2.4. Optional: Exclude clients with unsubscribe status or GDPR objections.
Platform Variants
1 Salesforce
• Workflow Rule: Configure contact birthday field and Scheduled Flow to generate task/output to messaging channel.
2 HubSpot
• Custom Workflow: Create contact property (birthdate), set up workflow for date-based automation, trigger email/SMS task.
3 Microsoft Power Automate
• Flow: Connect to Dynamics/Excel/SharePoint, schedule recurring check, use Send Email/V3 or Twilio SMS Connector.
4 Twilio
• Studio Flow API: Build SMS workflow with logic for message personalization, use Messaging API for outbound SMS.
5 SendGrid
• Automated Campaigns: Use Dynamic Templates and Schedule Send API with merge fields for recipient details.
6 Mailgun
• Event API: Set up a scheduled event to call Messages API with templated message.
7 Zoho CRM
• Workflow Rule: Trigger on birthday/milestone, connect to Zoho Mail or third-party SMS gateway via webhook.
8 Pipedrive
• Activity Scheduler: Create recurring automation for custom date fields, push notification or mail.
9 Slack
• Scheduled Messages API: Configure webhook to send milestone message in workspace/private message.
10 Google Workspace (Gmail API)
• Apps Script: Script scans Google Sheet or Contacts, triggers Gmail API with personalized email.
11 Intercom
• Message Automation: Set event-based campaign triggered by date property, send chat/email.
12 ActiveCampaign
• Automation Builder: Use Date-Based Trigger, Email/SMS Action step.
13 Constant Contact
• Automated Email Campaign: Import contacts with birthday field, schedule annual send.
14 Freshdesk
• Scenario Automation: Run on ticket/user field date, trigger outbound email/message.
15 WhatsApp Business API
• Incoming Webhook/Outgoing API: Scheduled script triggers outbound message with dynamic templating.
16 Facebook Messenger
• Messenger Platform API: Scheduled bot sends templated milestone message using Send API.
17 Klaviyo
• Flows: Triggered by date property (birthday/milestone), set up message flow for SMS or Email.
18 Typeform + Zapier
• Workflow: Collect date via Typeform, Zapier Date Trigger, then Email/WhatsApp/SMS Action.
19 Monday.com
• Automation Recipe: If date is today, send email/ping owner via integrations (Gmail, Outlook).
20 Outlook 365
• Power Automate Flow: Recurrence step, check Contacts or Excel for birthdays, Email/Teams message Integration.
21 Copper CRM
• Workflow Automation: On birthday field match, trigger Gmail integration for email send.
22 Infobip
• Automations: Use Omnichannel Flow for scheduled SMS, Viber, or WhatsApp messages.
23 Gupshup
• Messaging API: Daily scheduler, compose and send message based on date match in CRM/database.
Benefits
4.1. Boosts client satisfaction and loyalty with timely, meaningful communication.
4.2. Reduces manual effort and errors, increasing operational efficiency.
4.3. Creates branding touchpoints that foster long-term supplier relationships.
4.4. Enables scalable, consistent outreach as client list grows.
4.5. Supports compliance with privacy and opt-out preferences.
Customer Service & Communication