Triggered reminders for follow-up on stale leads

Purpose

1 Automate reminders for sales teams to follow-up on stale leads, optimizing conversion in McLaren dealership environments.

2 Ensure automatable, timely contact with leads before attrition occurs, reducing manual oversight.

3 Automating reminders across channels—email, SMS, CRM notification—to streamline lead management and increase productivity.

4 Automator workflows adapt to multiple lead sources and segment-specific follow-up strategies.

5 Automated logging of contact attempts and reminders for traceability in regulatory, sales, and performance analysis.

Trigger Conditions

1 Lead status remains "inactive," "unreplied," or "open" for X days (e.g., 3/7/14 days).

2 Last contact date exceeds defined threshold, or CRM record un-updated within timeframe.

3 Stage = "qualified" or "opportunity" but with no activity in system logs.

4 Lead-related task due date elapsed with outcome incomplete.

5 Automated workflow configured for leads from specified campaign or source.

Platform Variants

1 Salesforce

• Feature/Setting: Process Builder/Flow automation triggers upon lead status/time-lapse; configure Lightning Flow for time-event triggers.
  

2 HubSpot

• Feature/Setting: Workflow automation; set stale lead trigger and action as internal notification and automated email.
  

3 Pipedrive

• Feature/Setting: Workflow Automations API; specify inactivity period and trigger reminders via email/SMS.
  

4 Zoho CRM

• Feature/Setting: Workflow Rules; lead inactivity conditions for auto-reminder notification using Zoho Mail/SMS Integration.
  

5 Marketo

• Feature/Setting: Smart Campaigns; configure Inactivity filter and Reminder Alert flow steps for automated notifications.
  

6 Outreach

• Feature/Setting: Sequence triggers and automated email/SMS tasks for dormant leads based on touchpoint gaps.
  

7 Mailgun

• Feature/Setting: API-triggered transactional email; automate lead follow-up reminders via POST endpoint upon event match.
  

8 Twilio

• Feature/Setting: API to automate SMS/call reminders; use Programmable SMS/Voice with webhook trigger upon lead inactivity.
  

9 Slack

• Feature/Setting: Slack Bots & Workflow Builder; direct automatable reminders to sales channels upon CRM event detection.
  

10 Microsoft Dynamics 365

• Feature/Setting: Power Automate (Flow); stale lead check and automate notification via Teams/Outlook.
  

11 Google Workspace (Gmail/Calendar)

• Feature/Setting: Apps Script automation; detect inactivity and send automated follow-up emails/calendar reminders.
  

12 ActiveCampaign

• Feature/Setting: Automations module; conditional logic for contact inactivity, send email/SMS/internal automated reminders.
  

13 Intercom

• Feature/Setting: Custom Bots & Operator rules; trigger messages or tasks for leads idle beyond threshold.
  

14 Zendesk Sell

• Feature/Setting: Smart Lists & Task Automation; configure auto-create reminder task when lead is not updated.
  

15 SendGrid

• Feature/Setting: Automated email via API or Marketing Campaign trigger for inactivity filter.
  

16 Freshsales

• Feature/Setting: Workflow automator for leads; automates reminders based on last contact or stage-age.
  

17 ClickSend

• Feature/Setting: API or app integrations for automated SMS/Email based on CRM data.
  

18 monday.com

• Feature/Setting: Automations center; inactivity-based triggers send reminders/assign tasks.
  

19 Trello

• Feature/Setting: Butler Automation; card inactivity triggers automated email/Slack notifications for sales.
  

20 Asana

• Feature/Setting: Rule Automation; custom triggers based on task/lead inactivity for automated notifications.
  

21 Copper CRM

• Feature/Setting: Workflow Automation & Integration API; lead inactivity prompts automated reminders by email.
  

22 Aircall

• Feature/Setting: Workflow automator; schedule call tasks or send notifications for idle leads.
  

23 NetSuite CRM

• Feature/Setting: SuiteFlow workflows; automates alerts for stale lead records based on inactivity.
  

24 Intergromat (Make)

• Feature/Setting: Automated scenario for detecting stale leads and triggering multi-channel reminders.
  

Benefits

1 Automator ensures no sales lead is forgotten, increasing conversion probability.

2 Automated notifications remove manual oversight, saving sales effort and time.

3 Automation enables scalable handling of lead pools—efficiency for McLaren dealers.

4 Audit trails provide accountability for automated follow-up cadence.

5 Automatable customization for different timelines per campaign/segment.

6 Reduces lost revenue from lead attrition via automated, persistent engagement touchpoints.

7 Synchronizes automated reminders across all team members/platforms for transparency and consistency.