Lead & Customer ManagementPurpose
1.2. Ensure every lead progress (e.g., New → Contacted, Quoted → Won/Lost) is communicated in real-time, automating follow-ups or escalations in the cabinet maker corporate environment
1.3. Minimize lost opportunities by automating alerts and maximizing accountability across sales and project teams
1.4. Create an audit trail of automated communications for compliance and KPI tracking
Trigger Conditions
2.2. When a specific staff member is reassigned to or removed from a lead
2.3. When a lead reaches a pre-defined status (e.g., "Ready for Quoting", "Awaiting Deposit", "Customer Approved")
2.4. Automatedly trigger upon API call, webhook event, or manual update in lead record
Platform Variants
• Feature/Setting: Configure Programmable Messaging API to send automated SMS to assigned staff upon status change.
• Example: Trigger: POST /Messages with {To: staff_phone, Body: "Lead {id} status updated: {new_status}"}
3.2. SendGrid
• Feature/Setting: Trigger automated transactional email via Marketing Campaigns API or inbound parse webhook.
• Example: POST /mail/send with JSON payload to notify staff
3.3. Slack
• Feature/Setting: Automate alert using Incoming Webhooks or Slack API chat.postMessage to specific channels/users
• Example: Webhook URL, JSON payload {"text": "Lead updated"}
3.4. Microsoft Teams
• Feature/Setting: Automate adaptive cards/messages via Incoming Webhook or Microsoft Graph API
• Example: POST notification to staff Teams channel
3.5. Gmail
• Feature/Setting: Automate email via Gmail API send endpoint
• Example: Use users.messages.send to deliver alert
3.6. Outlook
• Feature/Setting: Automate email notifications via Microsoft Graph sendMail
• Example: Automate POST /me/sendMail with email body
3.7. Salesforce
• Feature/Setting: Automate with Process Builder to send alert/Task or use outbound message API
• Example: Configure process "On Lead Status Change" → Outbound Message
3.8. HubSpot
• Feature/Setting: Automate workflow to send internal automated notification via HubSpot Automation API
• Example: On Property Change → Send internal email
3.9. Zoho CRM
• Feature/Setting: Automation Rule to send notification or trigger webhook on status updates
• Example: Use Blueprint/Workflow Rule with notify action
3.10. Pipedrive
• Feature/Setting: Webhook or Activity Scheduler to automate alerts for lead status changes
• Example: POST to staff apps when deal stage changes
3.11. Monday.com
• Feature/Setting: Integrate automations to send notification on item status change
• Example: IF status changes THEN send notification to assigned column
3.12. Asana
• Feature/Setting: Automate via Asana Rules or API to send alerts on task custom field change
• Example: Rule: Custom Field (Lead Status) changes → Send message
3.13. Trello
• Feature/Setting: Use Butler automation to send notification/card via email/push
• Example: When label/status applied to card, send alert
3.14. Intercom
• Feature/Setting: Automate alert messages via Messaging API or assign conversation where agent is notified
• Example: POST message when lead tag/status changes
3.15. Microsoft Power Automate
• Feature/Setting: Automate cloud flow triggered on CRM status update to alert staff
• Example: Connectors for push/email notification
3.16. Zapier
• Feature/Setting: Create Zap for "Lead Status Changed" trigger → automated action in comms platform
• Example: CRM trigger → Slack/Email/SMS action
3.17. Freshsales
• Feature/Setting: Workflow automation to notify staff via in-app, email, or webhook
• Example: Workflow: On Lead Status Updated → Send Email
3.18. ClickUp
• Feature/Setting: Automate via ClickUp Automations or API to notify assignees on status update
• Example: Automate "When Status Changes, Send Email"
3.19. Airtable
• Feature/Setting: Automation to send automated notifications (email/SMS) upon record status field update
• Example: On change of [Status], send alert
3.20. Discord
• Feature/Setting: Bot integration or webhook to send automated DM/ping to responsible team member
• Example: Webhook posts message when status updated
3.21. Google Chat
• Feature/Setting: Webhook or bot posts automated update in staff's chat room
• Example: Automatedly send message to room/channel
3.22. Mailgun
• Feature/Setting: Send automated transaction email via API on status change
• Example: POST /messages with lead status detail
3.23. SimpleTexting
• Feature/Setting: API trigger to send automated text alerts for lead status change
• Example: Send SMS to assigned staff upon webhook
3.24. Whatsapp Business API
• Feature/Setting: Send automated WhatsApp notification on lead status change
• Example: Post message via API to staff contact
3.25. Bitrix24
• Feature/Setting: Automate CRM notifications to internal chat or email upon status changes
• Example: CRM workflow automation rule on Lead entity
Benefits
4.2. Ensures responsible staff are proactively informed, automating accountability
4.3. Improves responsiveness, automating real-time follow-up for cabinet maker operations
4.4. Supports automated escalation if leads stagnate, automating management oversight
4.5. Enables auditable, automated tracking of alert delivery and action completion