Purpose
1. Automate nurturing of vehicle-buying leads with scheduled, personalized drip email sequences, increasing engagement and accelerating sales cycles.
2. Automate delivery of targeted content (e.g., vehicle updates, financing tips, scheduled appointments) for auto brokers.
3. Automate lead follow-up, segmenting prospects by intent, behavior, or vehicle interest, ensuring all potential clients receive automated, timely, relevant information.
4. Automate response flows to keep leads warm, reduce manual follow-ups, and automate qualification for sales agents.
Trigger Conditions
1. New lead form submission (website, landing page, or external portal).
2. Automated import of contacts from CRM or dealership DMS.
3. Automated engagement signal detected (e.g., opening previous emails, clicking inventory links).
4. Automated trigger from inbound phone call or live chat.
5. Automated action-based event (e.g., time since last contact, scheduled appointment date).
Platform Variants
1. Mailchimp
- Feature: Automated Customer Journeys
- Setting: Configure ‘Start Journey’ on lead import; add ‘Send Email’ steps with delay timers.
2. ActiveCampaign
- Feature: Automation Builder
- Setting: Trigger ‘New Contact’ automation; automate ‘Send Email’ and ‘If/Else’ actions for lead segmentation.
3. HubSpot
- Feature: Workflows
- Setting: Triggered by ‘Form Submission’; automate sequenced emails with contact property-based branches.
4. Salesforce
- Feature: Process Builder/Flow
- Setting: Automated trigger on ‘Lead Created’; send emails via connected Email Studio.
5. Zoho CRM
- Feature: Workflow Rules
- Setting: Automate ‘Lead Entered’ to trigger email series with schedule.
6. SendGrid
- Feature: Marketing Campaigns Automation
- Setting: Sequence automation triggered by audience addition.
7. Klaviyo
- Feature: Flows
- Setting: Automated trigger by list membership, timed sequence configuration.
8. Constant Contact
- Feature: Email Automation
- Setting: Automated drip triggered by signup or CRM sync.
9. Drip
- Feature: Workflows
- Setting: ‘Trigger’ configuration on new lead, automate multi-step email series.
10. ConvertKit
- Feature: Sequences
- Setting: Automate by tagging new leads; time-delayed emails.
11. Marketo
- Feature: Smart Campaigns
- Setting: Automate by ‘Lead Added to List’; set up ‘Send Email’ flow steps.
12. GetResponse
- Feature: Marketing Automation
- Setting: ‘Contact Added’ triggers email cycle.
13. Pipedrive
- Feature: Smart Docs & Workflow Automation
- Setting: Automate email sequences on new deal/lead creation.
14. Outlook 365
- Feature: Power Automate Integration
- Setting: Automate email sequence on new contact with scheduled sends.
15. Gmail (Google Workspace)
- Feature: Apps Script/Third-Party Integrations
- Setting: Automate scheduled send with mail merge via Google Sheets integration.
16. Elastic Email
- Feature: Drip Campaigns
- Setting: Automated trigger on contact import or signup.
17. SharpSpring
- Feature: Visual Workflow Builder
- Setting: Automate lead nurturing emails by behavioral triggers.
18. MailerLite
- Feature: Automations
- Setting: Automate sequence by form submission or tag application.
19. AWeber
- Feature: Campaigns
- Setting: ‘Tag Applied’ initiates automated email sequence.
20. Intercom
- Feature: Series
- Setting: Automate emails based on user events, CRM sync, or website behaviors.
21. Twilio SendGrid API
- Feature: Automated email sending via API
- Setting: Automate drip sequences by scheduling transactional or marketing messages via endpoint.
22. Brevo (formerly Sendinblue)
- Feature: Automation Workflows
- Setting: Automated trigger on contact property change or activity.
Benefits
1. Automate consistent, timely engagement with all leads; no manual follow-ups.
2. Automates delivery of personalized, relevant content, increasing conversion rates.
3. Automator reduces lead drop-off in sales funnel, accelerating nurturing lifecycle.
4. Automate segmentation for targeted messaging without human oversight.
5. Automating this workflow provides scalable outreach for any brokerage volume.
6. Automatable drip campaigns improve response rates and dealership reputation.
7. Automatedly gather behavioral insights and qualify leads for sales prioritization.