Lead Management & Client CommunicationPurpose
1.2. Run multi-step follow-ups via SMS, email, and voice for HVAC installation inquiries.
1.3. Increase client engagement, optimize response rates, and lighten staff workload through scheduled, rule-based messaging.
1.4. Gather analytics on lead responsiveness for future campaign refinement.
Trigger Conditions
2.2. Absence of a response detected in CRM or inbox tracking.
2.3. Defined period after each outreach message passes without lead interaction.
Platform Variants
3.1. Twilio (Programmable SMS & Voice)
• Feature/Setting: SMS automation via API, Voice call trigger, “Messaging Service SID.”
• Sample: Trigger POST to /Messages with lead phone and template on timeout.
3.2. SendGrid (Email Delivery API)
• Feature/Setting: Dynamic transactional email “Send Email” API, mail templates.
• Sample: API call to /mail/send with recipient and custom email template if no reply detected.
3.3. Gmail API
• Feature/Setting: Automated draft/send with “users.messages.send.”
• Sample: Trigger message via users.messages.send with follow-up subject/content.
3.4. Outlook Graph API
• Feature/Setting: “SendMail” endpoint, compose mail with follow-up subject/body.
• Sample: POST to /me/sendMail with crafted JSON for follow-up.
3.5. HubSpot
• Feature/Setting: Workflow automation, “Lead status” triggers, enroll in email sequence.
• Sample: If property Last Contacted > X days, auto-enroll in sequence.
3.6. Salesforce
• Feature/Setting: Process Builder, Flow Builder, “Email Alerts”/“Task Creation.”
• Sample: Trigger process on unresponsive lead to send custom email and task.
3.7. Pipedrive
• Feature/Setting: Workflow Automation, “Deal Inactive for X days” event, email task.
• Sample: Auto-generate follow-up note and email after inactivity.
3.8. Mailgun
• Feature/Setting: Automated email via “Messages” API with time rules.
• Sample: POST /messages with subject “Following up on your HVAC inquiry.”
3.9. ActiveCampaign
• Feature/Setting: Automation builder, “wait X days, send email/SMS.”
• Sample: Trigger node when deal not moved to contacted.
3.10. Zoho CRM
• Feature/Setting: Workflow rules for leads, “No Response” triggers, send notification.
• Sample: Trigger email workflow after lead status unchanged for X time.
3.11. Intercom
• Feature/Setting: Automated Series, “No reply” steps, send chat/email.
• Sample: Activate campaign branch if conversation idle.
3.12. Slack (via API or Workflow)
• Feature/Setting: Internal alerts via chat “chat.postMessage” API for manual outreach.
• Sample: Notify sales rep Slack channel if lead does not reply in 48 hours.
3.13. WhatsApp Business API
• Feature/Setting: Send templated message via “messages” endpoint post-delay.
• Sample: POST /messages with HVAC follow-up message if unread.
3.14. Facebook Messenger API
• Feature/Setting: Send message to conversation via “/messages” endpoint after no reply.
• Sample: Automatically push follow-up on thread inactivity.
3.15. Microsoft Teams
• Feature/Setting: Post notification to team channel for overdue leads.
• Sample: Use webhook to notify account manager bot.
3.16. Mailchimp
• Feature/Setting: Journey builder with time-delay for follow-up email sends.
• Sample: Lead enters automation, triggers email if unresponsive.
3.17. Drip
• Feature/Setting: Rule-based workflow for series follow-up, timed delays.
• Sample: “No response” tag triggers next sequence step.
3.18. Freshsales
• Feature/Setting: Sequence automation—“if no reply,” auto-email step.
• Sample: Unmoved lead triggers follow-up message daily.
3.19. Copper
• Feature/Setting: Workflow automation for “no activity,” send templated follow-up.
• Sample: Rule fires after X days to email lead.
3.20. Gupshup
• Feature/Setting: WhatsApp notification via automated templates if no reply detected.
• Sample: Use message scheduling API for after-inactivity follow-up.
Benefits
4.2. Enhances conversion rates through prompt, persistent communication.
4.3. Frees up sales staff for higher-quality engagements and closes.
4.4. Provides measurable data for process improvements and staff performance.