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Follow-up email/SMS sequences for new inquiries

Purpose

1.1. Automate personalized multi-step follow-up email/SMS sequences to nurture new car leasing inquiries and maximize lead conversion.
1.2. Ensure rapid, consistent, and persistent engagement with prospects through automated reminders, information delivery, and qualification routing.
1.3. Reduce manual workload, improve response times, and standardized communication for car leasing sales teams.
1.4. Automate timely touchpoints such as initial acknowledgment, product details, credit check reminders, and last-chance offers.

Trigger Conditions

2.1. New inquiry submitted via online form, CRM, or chatbot on car leasing website.
2.2. Inbound SMS or email expressing interest in car leasing options.
2.3. API webhook from external lead source or car listing aggregator.
2.4. Manual entry or lead import by a sales rep into the CRM system.

Platform Variants


3.1. Twilio SMS
• Feature/Setting: Automate sending SMS using Messaging API; configure sender number and message template.
• Sample: "POST /Messages with Lead's mobile, template: 'Thanks for your car leasing inquiry! Reply for info.'"

3.2. SendGrid
• Feature/Setting: Automate transactional email via Mail Send API; set up dynamic templates for follow-ups.
• Sample: "POST /mail/send with recipient email and dynamic data fields for car preference."

3.3. Mailgun
• Feature/Setting: Automate scheduled emails using Campaigns API; configure mailing lists and timing rules.
• Sample: "POST /messages with recipient, subject, and scheduled send time."

3.4. HubSpot
• Feature/Setting: Automate workflow sequences via Workflows automation; set trigger as new contact.
• Sample: "Create Workflow > Trigger: new lead > Action: send follow-up email."

3.5. Salesforce
• Feature/Setting: Automate email alerts using Process Builder or Flows; map inquiry fields to template.
• Sample: "Create Flow > Event: Lead Created > Action: Send Custom Email Alert."

3.6. Pipedrive
• Feature/Setting: Automate sequence with Workflow Automation; configure triggers on lead addition.
• Sample: "Trigger: New Deal > Action: Send personalized email via integration."

3.7. ActiveCampaign
• Feature/Setting: Automate email/SMS sends in Automations; apply conditional branching for follow-up steps.
• Sample: "Trigger: Submits inquiry form > Action: Send SMS then wait > Send follow-up email."

3.8. Intercom
• Feature/Setting: Automate series via Custom Bots and Messages; set rules based on new lead arrival.
• Sample: "Bot triggers on event: New Lead > Action: Schedule series of messages."

3.9. Zoho CRM
• Feature/Setting: Automate email workflows using Blueprint or Workflow Rules; assign follow-up tasks.
• Sample: "Rule: Lead Created > Schedule: Immediate and 24h follow-up emails."

3.10. Microsoft Power Automate
• Feature/Setting: Automate email/SMS with multi-channel Flows; integrate with Outlook or Twilio.
• Sample: "Trigger: Form Submitted > Actions: Send Outlook email, initiate SMS via Twilio."

3.11. Klaviyo
• Feature/Setting: Automate flows with Email and SMS sequence builder; personalize step timing.
• Sample: "Flow: New Subscriber > Step 1: Email > Step 2: SMS after 1 day."

3.12. Freshworks
• Feature/Setting: Automate follow-up campaigns with Workflows; configure triggers and conditions.
• Sample: "Workflow: New Contact > Action: Email Sequence 'Car Leasing Info.'"

3.13. Slack
• Feature/Setting: Automate internal alerts for missed follow-up or to coordinate manual intervention.
• Sample: "Trigger: Lead inactivity > Action: Send alert to #sales-team channel."

3.14. Google Workspace (Gmail API)
• Feature/Setting: Automate draft/send emails using Gmail API; schedule sequence events.
• Sample: "POST /users/me/messages/send with dynamic body content and recipient."

3.15. WhatsApp Business API
• Feature/Setting: Automate message sequences to new leads using pre-approved templates.
• Sample: "Send welcome message, then 48h later, product showcase template."

3.16. Constant Contact
• Feature/Setting: Automate autoresponder and drip email series via Automation tools.
• Sample: "Auto-send sequence on list join: Thanks, Details, Reminder."

3.17. Mailchimp
• Feature/Setting: Automate Customer Journeys with branching based on lead actions.
• Sample: "Journey: Welcome > Provide Info > Qualifying Question > Schedule Test Drive."

3.18. Outreach.io
• Feature/Setting: Automate touchpoints with Sequences module; schedule multi-channel steps.
• Sample: "Sequence: Email, Wait 2d, SMS, Task for call if no reply."

3.19. Infusionsoft (Keap)
• Feature/Setting: Automate campaigns linking emails and SMS via Campaign Builder.
• Sample: "Trigger: New Lead; Actions: Send Email + SMS, Wait, Next Email."

3.20. Aircall
• Feature/Setting: Automate triggers for calls or follow-up SMS when a lead misses call.
• Sample: "Missed incoming call > Action: Automated SMS 'Sorry we missed you!'"

3.21. Zendesk
• Feature/Setting: Automate tickets for sales team when lead takes key action but doesn't reply.
• Sample: "Trigger: No response in 3 days > Create ticket: 'Follow-up Needed.'"

3.22. RingCentral
• Feature/Setting: Automate SMS/email follow-ups from missed calls or direct messages.
• Sample: "Missed Call > Immediate SMS sequence, auto-escalated after 24 hours."

Benefits

4.1. Automates repetitive communication, freeing sales staff for complex tasks.
4.2. Increases conversion by automating timely, personalized engagement.
4.3. Standardizes outreach and automates compliance with contact frequency.
4.4. Automator reduces lead drop-off through automated nurturing.
4.5. Automating follow-up ensures no new inquiry is missed or abandoned.
4.6. Automated tracking and reporting identify which sequence steps are most effective.
4.7. Automatable flows let teams rapidly A/B test outreach strategies.
4.8. Enables automatedly triggered responses based on lead behavior or engagement.

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