Customer Service & Post-SalePurpose
1.2. Automation ensures consistent and timely outreach, celebrates customer milestones, and increases the potential for upsells by recommending accessories or service offers in greetings.
1.3. Automate collecting occasion data during onboarding, and automate updating CRM with anniversaries related to purchases, automating campaigns targeting existing and former customers.
Trigger Conditions
2.2. Automated trigger set for pre-determined lead time (e.g., 7 days before, on the day, or post occasion).
2.3. Automatable sub-triggers: data update (new customer added), CRM field change, external API call from dealership management system.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS sending; configure programmable SMS API with occasion logic, use webhook to push event-based personalized messages
3.2. SendGrid
• Feature/Setting: Automated email templates with dynamic fields; configure Triggered Sends API with recipient data and templated greeting
3.3. Mailchimp
• Feature/Setting: Automate campaign sequence; configure Customer Journey trigger on birthdays/anniversaries field
3.4. HubSpot
• Feature/Setting: Automation workflow with Contact property trigger; set up workflow with personalization tokens
3.5. Salesforce
• Feature/Setting: Automate Process Builder with "Date-based workflow"; link to marketing cloud for campaign execution
3.6. Zoho CRM
• Feature/Setting: Automate custom workflow based on date field; trigger email or SMS via Zoho Workflow Rules
3.7. Google Calendar API
• Feature/Setting: Automate event on customer calendar entry; push notification or email reminder
3.8. Outlook 365 API
• Feature/Setting: Calendar event trigger with automated email integration, set appointment-based automator
3.9. ActiveCampaign
• Feature/Setting: Automate customer segmentation and trigger automations with date field mapping
3.10. Infusionsoft (Keap)
• Feature/Setting: Automated campaign builder; use date-based sequence and dynamic content
3.11. Pipedrive
• Feature/Setting: Workflow automation on custom date field, automated email or activity assignments
3.12. Slack
• Feature/Setting: Automated reminder with Slack API; notify sales or customer service for manual follow-up
3.13. WhatsApp Business API
• Feature/Setting: Automate personalized template messaging with webhook on birthday/anniversary
3.14. Facebook Messenger API
• Feature/Setting: Automated message delivery using Messenger platform trigger for celebration events
3.15. Shopify
• Feature/Setting: Automate customer tagging and email automation using Flow app
3.16. Klaviyo
• Feature/Setting: Automated flows using trigger on custom birthday/anniversary fields
3.17. Freshsales
• Feature/Setting: Automated workflow on contact date attribute, trigger personalized outreach
3.18. Zendesk
• Feature/Setting: Automate satisfaction follow-up using triggers and macros with personalized messaging
3.19. Webex Teams API
• Feature/Setting: Automate in-team reminders via bots/webhooks, integrated with CRM event triggers
3.20. Microsoft Power Automate
• Feature/Setting: Automate multi-platform triggers to send messages via Teams, email, or SMS on customer events
3.21. Telegram Bot API
• Feature/Setting: Automate direct message delivery using bot triggered by webhook, connected to CRM
3.22. Viber API
• Feature/Setting: Automate occasion-based greeting using Viber bot; connect CRM triggers via webhook
3.23. Intercom
• Feature/Setting: Automated in-app messaging and email triggered by custom user attributes
3.24. Marketo
• Feature/Setting: Automated Smart Campaigns with trigger for anniversaries/birthdays
Benefits
4.2. Automation in messaging ensures timely, consistent communications and automates follow-up on special dates.
4.3. Automation captures additional sales opportunities and automates loyalty building, resulting in higher retention and repeat business for motorcycle dealerships.