Lead Generation & Client OnboardingPurpose
1.2. Reduce manual response times, ensuring every lead receives immediate, professional communication.
1.3. Capture prospect data to initiate onboarding and funnel management processes.
1.4. Maintain brand consistency and promptness in first-touch interactions.
1.5. Deliver relevant service details or discovery questionnaires instantly to interested parties.
Trigger Conditions
2.2. API event, webhook, or CRM record creation for a new inquiry.
2.3. Lead capture on 3rd-party listing/marketplace platforms for aerial photographers.
Platform Variants
• Setting: Create an Apps Script for "on new message" in a label/folder, send templated reply.
3.2. Outlook 365
• Rule: "When new mail arrives" in Inbox, use Power Automate to reply with template.
3.3. Zoho Mail
• Feature: Configure Workflow Rule to auto-reply to new messages meeting inquiry criteria.
3.4. HubSpot CRM
• Workflow: "On new contact creation," trigger email sequence with automated personalized message.
3.5. Salesforce
• Process Builder: On Lead creation with source “Web Inquiry,” send auto-response email via template.
3.6. Mailgun
• Route: Event webhook for new incoming message, trigger stored template reply via API.
3.7. SendGrid
• Inbound Parse API: Catch all new inquiry emails and respond using “Send Email” API with a template.
3.8. ActiveCampaign
• Automation: "New Contact Added" starts an automation to send initial welcome message.
3.9. Intercom
• Messenger Automation: "New conversation" event sends default acknowledgment email.
3.10. Freshdesk
• Automation: Ticket creation triggers automated email response using scenario automations.
3.11. Pipedrive
• Workflow Automation: “New deal/contact created” sends templated email acknowledgment.
3.12. Copper CRM
• Trigger: “New person created,” auto-email via workflow integration.
3.13. Zendesk
• Trigger: New ticket from a specific form sends auto-response via trigger settings.
3.14. Formsite
• Notification: On form submission, send automated confirmation email to submitter.
3.15. JotForm
• Auto-responder: Configure form to deliver a branded reply when user submits a new inquiry.
3.16. Gravity Forms (WordPress)
• Notification: Set up automatic email reply on new form entry capture.
3.17. Typeform
• Notification: “Respondent Completes Form”, email sent using built-in notification settings.
3.18. Airtable
• Automation: “When record added in Inquiries table,” send custom email via integration.
3.19. Monday.com
• Automation Recipe: “Item created in Leads board,” send automated email to new lead.
3.20. Slack
• Workflow Builder: “New message in #inquiries,” trigger workflow sends email via connector (e.g., Outlook, Gmail).
3.21. Twilio SendGrid
• API: On webhook from CRM/form, send transactional “new inquiry” email to lead.
Benefits
4.2. Ensure consistent, error-free first impressions for all prospective clients.
4.3. Seamless lead capture integrates with nurturing flows and analytics.
4.4. Scalable as business volumes increase without extra administrative load.
4.5. Immediate engagement improves conversion rates from inquiries to bookings.