Lead Management and Client AcquisitionPurpose
1.2. Ensure consistent engagement with prospects to maximize conversion for HVAC repair service inquiries.
1.3. Reduce manual workload for lead nurturing by enforcing systematic reminders based on custom schedules.
1.4. Track communication attempts and status per lead for audit, improvement, and higher close rates.
1.5. Maintain compliance with opt-out and communication preference regulations.
Trigger Conditions
2.2. No response from the lead after a preconfigured waiting period (e.g., 24–72 hours).
2.3. Specific lead status fields (e.g., 'Contacted, no reply') or tags assigned automatically.
2.4. Manual override for certain high-priority leads based on technician or dispatcher input.
2.5. Workflow paused if the lead replies or opts out.
Platform Variants
• Feature/Setting: Programmable Messaging, configure phone numbers, and message templates.
• Sample: Schedule SMS via Twilio API using `/Messages` endpoint after inactivity threshold.
3.2. SendGrid (Email API)
• Feature/Setting: Dynamic templates, sender authentication, email scheduling.
• Sample: Trigger transactional email via `/mail/send` endpoint when lead unresponsive.
3.3. HubSpot
• Feature/Setting: Workflows for automated follow-up sequences; 'Delay' and 'If/Then' logic.
• Sample: Create workflow triggered by contact property (Last Activity Date).
3.4. Mailgun
• Feature/Setting: Scheduled sends, recipient variables, suppression management.
• Sample: POST to `/messages` endpoint with delayed delivery header.
3.5. ActiveCampaign
• Feature/Setting: 'Automations' module with conditional email and SMS broadcasting.
• Sample: Build automation with 'Wait until X days after last reply'.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow Builder for custom triggers and messaging actions.
• Sample: Outbound message using workflow rule for 'No response in 48 hours'.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules, Scheduled Actions for email/SMS notification.
• Sample: Schedule follow-up Notification action based on Lead Stage.
3.8. Pipedrive
• Feature/Setting: Automated follow-up activities, email integration.
• Sample: Create activity or email task after deal idle for 48 hours.
3.9. Intercom
• Feature/Setting: Series builder for targeted campaigns, lead response tracking.
• Sample: Start sequence when user tagged 'Unresponsive-Lead'.
3.10. Keap (Infusionsoft)
• Feature/Setting: Campaign builder, sequence timers.
• Sample: Send email/SMS from template after X hours with no interaction.
3.11. Microsoft Power Automate
• Feature/Setting: Scheduled cloud flows integrating email/SMS modules.
• Sample: Run flow if 'Last Contacted Date' > 72 hours ago.
3.12. Slack (via API/Integrations)
• Feature/Setting: Automated reminders to sales/technicians for manual outreach.
• Sample: Create scheduled message in relevant channel if lead dormant.
3.13. Gmail API
• Feature/Setting: Message compose/send, Thread management for follow-up chains.
• Sample: Use `/users/messages.send` endpoint for auto-reminder.
3.14. WhatsApp Business API
• Feature/Setting: Template messages, automated session notifications (where permitted).
• Sample: Send remediation message through `/messages` endpoint on defined trigger.
3.15. Freshdesk
• Feature/Setting: Automations for ticket follow-up and customer contact.
• Sample: Auto send ‘awaiting reply’ notifications post time window.
3.16. Copper CRM
• Feature/Setting: Workflow Automation for scheduling follow-up tasks.
• Sample: Email sequence action on 'Unresponsive Lead' status.
3.17. Outreach.io
• Feature/Setting: Sequence automation, adaptive rules for timing.
• Sample: Set step to email/SMS after no reply detected within campaign day range.
3.18. RingCentral
• Feature/Setting: SMS automation, API for outbound messaging.
• Sample: Scheduled SMS via `/restapi/v1.0/account/~/extension/~/sms`.
3.19. SharpSpring
• Feature/Setting: Lead nurturing workflow with conditional follow-ups.
• Sample: Action step for 'No Contact' leads with email/SMS template.
3.20. Klaviyo
• Feature/Setting: Flow builder for behavioral triggers, lagged campaign emails.
• Sample: 'No reply in X days' triggers email/SMS using event-based trigger.
3.21. ClickSend
• Feature/Setting: Bulk SMS campaigns, automated scheduling.
• Sample: Use API to send pre-set SMS message if tagged 'Lead: No Response'.
3.22. Brevo (formerly Sendinblue)
• Feature/Setting: Automation workflows, delay timers, SMS and email.
• Sample: Schedule follow-up within workflow if lead segment not interacted recently.
Benefits
4.2. Unifies lead communication touchpoints across email and SMS.
4.3. Customizable for complex scheduling, messaging, and compliance needs.
4.4. Scalable across any lead volume, improving overall conversion rates.
4.5. Frees up time for service staff to focus on responsive and high-priority leads.