Automated appointment reminders to prospects

Purpose

1.1. Automate sending timely appointment reminders to Jaguar dealership prospects, reducing no-shows, improving response rates, and enhancing the buyer experience across multiple communication channels.
1.2. Automated reminders can be personalized and scheduled based on appointment details, maximizing showroom traffic and prospect engagement.
1.3. Automation ensures continuous follow-up, maintains brand consistency, automates repetitive outreach, and helps sales teams focus on high-value prospects.

Trigger Conditions

2.1. New appointment booked in CRM or DMS.
2.2. Upcoming appointment detected (e.g., 24/48 hours before).
2.3. Prospect status changes to “Appointment Scheduled.”
2.4. Manual appointment entry by agent.
2.5. Calendar event creation or update.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable Messaging API
• Setting: Configure outbound message with appointment details and dynamic timing.
3.2. SendGrid
• Feature: Automated Email API
• Setting: Pre-template appointment reminder; dynamic field insertion via API call.
3.3. Microsoft Outlook 365
• Feature: Calendar API
• Setting: Trigger outgoing reminder mail or Teams notification for calendar changes.
3.4. Google Calendar
• Feature: Events API
• Setting: Automate reminder invitation as a popup or email 24 hours prior.
3.5. Salesforce
• Feature: Workflow/Process Builder
• Setting: Automate scheduled email, SMS, or push when appointment object is populated.
3.6. HubSpot
• Feature: Workflows
• Setting: Configure workflow to auto-send reminders via SMS, email, or in-app.
3.7. Zoho CRM
• Feature: Automation Rules
• Setting: Trigger automated emails/SMS when appointment field updated.
3.8. ActiveCampaign
• Feature: Automation Builder
• Setting: Schedule reminder campaigns tied to appointment deals.
3.9. Mailgun
• Feature: Scheduled Email API
• Setting: Automate sending reminders with template variables for personalization.
3.10. Slack
• Feature: Scheduled Reminders
• Setting: Automate direct messages or channel reminders about appointments.
3.11. WhatsApp Business API
• Feature: Message Templates
• Setting: Automate sending appointment reminders to prospects via approved template.
3.12. Facebook Messenger
• Feature: Bots API
• Setting: Automate messenger reminders with scheduled bot messages.
3.13. Zapier
• Feature: Multi-step Automation
• Setting: Automate triggers from CRM to email/SMS/Slack.
3.14. Calendly
• Feature: Automated Reminders
• Setting: Timed custom reminder emails/SMS via integration.
3.15. Intercom
• Feature: Product Tours/Outbound Messages
• Setting: Automatedly trigger chat or push notification to prospect.
3.16. Pipedrive
• Feature: Workflow Automation
• Setting: Automation to send SMS/email prior to scheduled activity.
3.17. Gmail API
• Feature: Scheduled Send
• Setting: Program automated emails tied to appointment slots.
3.18. Freshsales
• Feature: Workflow Automations
• Setting: Automate multi-channel reminders from lead activity.
3.19. Aircall
• Feature: Call Scheduling Reminders
• Setting: Automatedly send call/SMS reminders for scheduled calls.
3.20. Viber Business Messages
• Feature: Scheduled Messaging
• Setting: Automate reminders using business messaging API.
3.21. RingCentral
• Feature: Event-Based SMS/Call Reminders
• Setting: Schedule automated reminders via programmable voice/text.

Benefits

4.1. Automatedly reduces appointment no-shows and increases prospect attendance.
4.2. Consistent, timely reminders improve brand trust and buyer experience.
4.3. Automating outreach saves staff time, standardizes communication, and accelerates sales cycles.
4.4. Automation facilitates multi-channel engagement, boosting response rates and follow-up effectiveness.
4.5. Automated data syncing ensures customer records remain accurate and up-to-date.