Lead Generation & Client AcquisitionPurpose
1.2. Ensure consistent, personalized lead nurturing for high-value commercial photography projects, reducing manual admin, and accelerating sales cycles.
1.3. Centralize follow-up processes to avoid lost or overlooked inquiries, while leveraging data-driven personalization for greater impact.
1.4. Integrate with CRM, website forms, and workflows to trigger responses based on client interaction and inquiry data.
Trigger Conditions
2.2. Lead added or updated in CRM with status "prospect" or similar.
2.3. No reply or booking action detected after a set period (e.g., 24/48 hours post-inquiry).
2.4. Event-based triggers (specific question asked, service selected, or value threshold met).
2.5. Manual trigger from sales team (flagged for follow-up).
Platform Variants
• Feature/Setting: “Users.messages.send” endpoint; configure OAuth2, specify sender, recipient, and HTML template body.
3.2. Microsoft Outlook Graph API
• Feature/Setting: “/me/sendMail” endpoint; OAuth with application permissions, mail draft with dynamic fields for name, inquiry ID.
3.3. SendGrid
• Feature/Setting: “Mail Send API” (v3 mail/send); setup sender identity, configure transactional email templates, and substitutions.
3.4. Amazon SES
• Feature/Setting: SMTP endpoint or API “SendEmail”; verified sender, dynamic templates for inquiry acknowledgment and follow-up.
3.5. Mailgun
• Feature/Setting: “messages” API endpoint; template variables for personalization, configure “o:deliverytime” for timed follow-ups.
3.6. HubSpot CRM
• Feature/Setting: “Workflows” automation, trigger on new contact/inquiry, schedule follow-up email using “Send Email” action.
3.7. Salesforce
• Feature/Setting: Process Builder or Flow; trigger: Lead object, action: send follow-up via Salesforce Email Alerts or Marketing Cloud.
3.8. Zoho CRM
• Feature/Setting: “Workflow Rules,” trigger on Lead Created/Modified, action: send follow-up email template, dynamic merge tags.
3.9. Pipedrive
• Feature/Setting: “Workflow Automation,” event trigger on lead/deal, action: automated email using template editor.
3.10. ActiveCampaign
• Feature/Setting: Automation trigger: form submits, CRM update; “Send Email” step, use email personalization fields.
3.11. Mailchimp
• Feature/Setting: “Customer Journeys,” trigger: form submission/tag, action: send follow-up campaign.
3.12. Intercom
• Feature/Setting: “Custom Bot” with Conversation Data, trigger: new contact or unanswered inquiry, action: automated email with custom template.
3.13. Freshdesk
• Feature/Setting: “Supervisor” automation, new ticket or form trigger, set to send predefined follow-up template.
3.14. Help Scout
• Feature/Setting: “Workflows,” trigger: new incoming conversation, action: auto-reply with inquiry receipt/follow-up.
3.15. Brevo (ex-Sendinblue)
• Feature/Setting: “Email Campaigns” API, trigger workflow on contact creation or tag addition.
3.16. Monday.com
• Feature/Setting: “Automations,” trigger: form or board item created, action: send an email with dynamic context.
3.17. Trello (via Power-Ups)
• Feature/Setting: Card moved to “Inquiry” list triggers email via “Email for Trello” or “Butler” Power-Up.
3.18. Pipefy
• Feature/Setting: “Automations,” trigger on card created in “Leads” pipe, action: connect email template and send.
3.19. Airtable
• Feature/Setting: “Automations,” event: new row/inquiry, action: send email using Gmail/Outlook/Mailgun integration.
3.20. Slack (via Email Apps)
• Feature/Setting: New inquiry message triggers workflow; integration sends follow-up email through Gmail/Outlook connector.
Benefits
4.2. Scalable, reliable communication with multiple prospects.
4.3. Personalization drives higher engagement and conversions.
4.4. Data capture and workflow transparency throughout the client journey.
4.5. Reduced human error, consistent brand messaging.