Lead Management and Client AcquisitionPurpose
1.2. Reduce manual workload, speed up response times, and improve conversion rates by automating initial client engagement.
1.3. Ensure rapid follow-up and detailed breakdowns tailored to client inputs (system issue, property type, urgency, etc.).
1.4. Capture lead data, apply business pricing logic, and dispatch branded proposals via preferred communication channels.
Trigger Conditions
2.2. Inquiry received by phone, SMS, WhatsApp, email, or live chat.
2.3. Data captured from third-party lead aggregator or comparison site.
2.4. CRM entry update tagged with "estimate requested."
2.5. API call from field service app indicating estimate is needed.
Platform Variants
• Feature/API: Workflow Automation – trigger on new contact with custom property “Request Estimate” to initiate estimate workflow.
3.2. Salesforce
• Feature: Process Builder/Flow – configure auto-launch on new Opportunity record with required fields.
3.3. Zoho CRM
• API: Webhook + Blueprint – initiate workflow on lead submission to trigger estimate generation module.
3.4. Pipedrive
• Feature: Workflow Automation – “Deal Created” trigger with custom fields activates proposal email via integration.
3.5. Typeform
• Function: Webhook on form submit – connect to automation platform to pass data and start estimate calculation.
3.6. Google Forms
• Feature: App Script on submit – capture form data and invoke automation for estimate and email delivery.
3.7. Jotform
• Integration: Webhook or Email Notification – send form data to automation system for instant proposal generation.
3.8. Mailgun
• Feature: API Send – create and dispatch personalized PDFs as email attachments upon trigger.
3.9. SendGrid
• Function: Dynamic Templates + API – auto-fill template with client specifics and send on demand.
3.10. Twilio SMS
• API: Programmable Messaging – send instant SMS with summary estimate or link to full proposal.
3.11. WhatsApp Business API
• Feature: Template Messages – transmit proposal document or summary via official WhatsApp business channel.
3.12. Slack
• API: Incoming Webhook – notify sales team and optionally send client proposal through Slack Connect.
3.13. DocuSign
• API: Envelope Creation – auto-populate service proposal, send for client e-signature.
3.14. PandaDoc
• Feature: Document Generation API – assemble branded estimate and email or present via web viewer.
3.15. QuickBooks Online
• API: Create Estimate – transfer client and service data to generate formal accounting estimate.
3.16. Xero
• API: Quotes Endpoint – create and send quotations direct from collected lead data.
3.17. Monday.com
• Function: Automation Recipe – status “Estimate Needed” triggers estimate document creation task.
3.18. Trello
• Power-Up: Automation – card moved to “Proposal” list triggers email with proposal attached.
3.19. ClickSend
• API: SMS/Email – automatically send estimate as SMS or email upon lead import.
3.20. Microsoft Power Automate
• Connector: When form is submitted, generate PDF estimate and email through Outlook integration.
3.21. Zapier
• Feature: Multi-Step Zap – detect new lead, generate estimate via template service, send via preferred channel.
3.22. Freshdesk
• Feature: Workflow Automator – on new ticket or inquiry, attach estimate to response and assign follow-up.
3.23. Airtable
• Automation: "Create record" triggers script to assemble proposal and email client.
3.24. Calendly
• Function: On meeting scheduled with “Estimate” purpose, auto-send proposal summary to invitee.
3.25. Intercom
• API: Event Triggered Messages – send automated estimate in reply to lead’s first chat inquiry.
Benefits
4.2. Reduces administrative errors and ensures every lead receives prompt attention and accurate pricing.
4.3. Increases conversion rates and supports detailed tracking of all client communications and proposals.
4.4. Frees up team resources to focus on higher-value interactions and strategic sales activities.
4.5. Customizes the response channel and proposal content per client preference, increasing engagement.