Automated lead nurturing campaigns

Purpose

 1.1. Move HVAC repair leads efficiently from initial inquiry to scheduled appointment or signed service contract.
 1.2. Automate consistent multi-channel communication to build trust, provide value, and decrease lead drop-off.
 1.3. Reduce manual follow-up by team, increase conversion rate, and ensure every lead is nurtured with minimal risk of human error.
 1.4. Segment leads by behavior and personalize messaging cadence, offers, and appointment prompts.
 1.5. Integrate with scheduling, CRM, and marketing to expose upsell/cross-sell and screen for high-priority prospects.

Trigger Conditions

 2.1. New lead enters CRM via web form, phone, or referral.
 2.2. Lead status changes (e.g., "Contacted," "Waiting," "Needs Quote") in CRM.
 2.3. No response or engagement after X days from last contact.
 2.4. Download of lead magnet (e.g., checklist) from website.
 2.5. Scheduled appointment confirmation pending after outbound request.

Platform Variants

 3.1. HubSpot CRM
  • Workflow Automation: Use “Create workflow” to trigger email chain on new contact added.
  • Sample: Configure in Automation → Workflows; event = “Contact is created.”

 3.2. ActiveCampaign
  • Automations: “Start an automation when: Contact submits form” --> “Send email/SMS.”
  • Setup: Automations → New Automation; trigger = form submission.

 3.3. Salesforce
  • Process Builder/Flows: Launch process when Lead source = Web form.
  • Setup: Process Builder; add condition and scheduled actions for reminders.

 3.4. Zoho CRM
  • Workflow Rules: “On Lead Creation, send follow-up email.”
  • Setup: Automation → Workflow Rules → Lead module.

 3.5. Mailchimp
  • Customer Journeys: Trigger with “Signup form submitted,” send emails at intervals.
  • Setup: Automations → Customer Journeys; event = form signup.

 3.6. Twilio SMS
  • Messaging API: POST to /Messages for SMS follow-ups after inquiry.
  • Config: Use “Messaging Services,” setup webhook trigger for new leads.

 3.7. SendGrid
  • Marketing Campaigns API: POST /contacts to add contact, trigger welcome series.
  • Config: Automation → Welcome Series; trigger = new contact.

 3.8. Google Sheets
  • Apps Script Trigger: “On row added,” send webhook to email/SMS platforms.
  • Config: Script editor → install “onEdit” trigger.

 3.9. Pipedrive
  • Deal Automation: “Create activity” for lead, schedule nurture email via 3rd-party app link.
  • Config: Automation → Add automation rule for new deals.

 3.10. Mailerlite
  • Automation: “When subscriber joins group,” start nurture workflow.
  • Config: Automations → Workflow; trigger = group join.

 3.11. Intercom
  • Series/Outbound: “New lead added” rule triggers message or email drip.
  • Config: Series builder → “Contact added” event.

 3.12. Gmail
  • API: “watch” or “send” endpoint used with filter on label for automated replies.
  • Config: Google API, trigger on new labeled message.

 3.13. Outlook 365
  • Power Automate Flow: “When new email arrives,” auto-reply or task creation.
  • Config: Power Automate → Flow; trigger = new email.

 3.14. Calendly
  • API: “invitee.created” webhook for appointment booked, triggers next nurture step.
  • Config: Connect through event webhook to automation platform.

 3.15. Facebook Lead Ads
  • Webhook: On new lead, auto-send to CRM for nurture sequence start.
  • Config: Lead Ads → CRM integration or webhook.

 3.16. Slack
  • Incoming Webhooks: Post lead notifications, trigger follow-up reminders.
  • Config: Setup webhook, send message on new lead.

 3.17. Trello
  • Butler Automation: “Card with label ‘Lead’ added,” auto-assign checklist of nurture actions.
  • Config: Butler ruleset, trigger = card created with label.

 3.18. Keap (Infusionsoft)
  • Campaign Builder: New lead entry, sequence with calls, emails, SMS.
  • Config: Campaign Builder → Start trigger = web form.

 3.19. Klaviyo
  • Flow Automation: “Lead submits form,” start targeted email flow.
  • Config: Flows → new Flow; trigger = list joined.

 3.20. Freshsales
  • Workflow Automations: “Lead created,” auto-task to send nurture email or call.
  • Config: Workflows → Lead Created; choose action.

Benefits

 4.1. Guarantees every lead receives timely, personalized communication without manual effort.
 4.2. Accelerates lead response, raising close rates and appointment bookings.
 4.3. Supports multi-channel engagement (email, SMS, calls, reminders) for higher contact success.
 4.4. Reduces workload and human error for sales/service teams.
 4.5. Enables detailed tracking, segmentation, and campaign optimization based on real engagement data.