Lead Management & Customer AcquisitionPurpose
1.2. Personalizes communication via email/SMS based on lead source, service required, and urgency.
1.3. Increases lead conversion by timely, relevant follow-ups and reduces manual intervention.
1.4. Ensures consistent branding and messaging for leads entering via web forms, ads, or inbound calls.
1.5. Automatically routes high-potential leads to priority queues for faster human response.
Trigger Conditions
2.2. Contact received via chat widget or IVR call.
2.3. Lead captured via social media or Google Ads lead form.
2.4. CRM record updated to "New Inquiry."
2.5. Incoming email containing inquiry keywords regarding compressor service.
Platform Variants
3.1 Twilio (Programmable Messaging API)
• Feature/Setting: “Send SMS” action, set sender number, input lead’s mobile; personalize message template using lead fields (e.g., name, compressor brand).
3.2 SendGrid (Mail Send API v3)
• Feature/Setting: API Key config, “Dynamic Templates,” inject lead variables into subject/body, immediate email dispatch.
3.3 HubSpot (Workflow Webhook/Sequences)
• Feature/Setting: Workflow triggers on contact creation, invokes webhook to automate follow-up, assign next touch task.
3.4 Zoho CRM (Workflow, Email/SMS Action)
• Feature/Setting: Auto-trigger workflow on lead status, use custom templates, configure SMS via Twilio or Clickatell plugin.
3.5 Salesforce (Process Builder + Messaging API)
• Feature/Setting: New lead triggers process, send custom email or external SMS using integrated partner app.
3.6 ActiveCampaign (Automations)
• Feature/Setting: Auto-send targeted campaign/email based on lead tags; personalize with pipeline field mapping.
3.7 Pipedrive (Workflow Automation + Email Integration)
• Feature/Setting: Create workflow for new “Lead In,” add personalized follow-up via integrated email provider.
3.8 Mailgun (Messages API)
• Feature/Setting: Direct API call, compose message with dynamic lead data, configure SPF/DKIM for deliverability.
3.9 ClickSend (SMS API)
• Feature/Setting: HTTP POST to SMS endpoint, use template parameterization, choose sender ID.
3.10 Intercom (Outbound Message + Webhooks)
• Feature/Setting: Auto-message setup on new lead, webhook triggers SMS via partner integration/API.
3.11 Slack (Incoming Webhook, Notify Channel)
• Feature/Setting: Post to #sales-leads, include lead summary with direct contact links for instant team action.
3.12 Airtable (Automations, Scripting Block)
• Feature/Setting: Automatically send personalized email via Gmail or Outlook block when form record appears.
3.13 Microsoft Power Automate (Flow Trigger: New Lead in Dataverse)
• Feature/Setting: Configure flow to send Outlook email/SMS integration; map custom lead fields.
3.14 Gmail (Apps Script/Trigger)
• Feature/Setting: Scripted send on form submission; auto-personalize with sheet data.
3.15 Outlook (Microsoft Graph API)
• Feature/Setting: Automated send-mail endpoint, use variable substitution for contact details.
3.16 SAP Sales Cloud (Workflow Rule + Email/SMS Channel)
• Feature/Setting: Rule-based alert for “Potential Customer;” auto-dispatch via comms template.
3.17 WhatsApp Business API (Message Send)
• Feature/Setting: Template message to new leads; substitute lead name, service info.
3.18 Facebook Messenger (Send API)
• Feature/Setting: New lead triggers auto-message with service details; integrate with webhook capture.
3.19 Google Sheets (App Script + Gmail API)
• Feature/Setting: Lead row triggers scripts to send custom email using Gmail API on submission.
3.20 MessageBird (Flow Builder – SMS/Email)
• Feature/Setting: Visual flow, route new lead data trigger to instant personalized SMS/email step.
Benefits
4.2. Reduces lost opportunities from slow manual follow-ups.
4.3. Frees staff for high-value client interactions by automating initial contact.
4.4. Enables precise message targeting using source, urgency, and equipment criteria.
4.5. Maximizes lead-to-opportunity pipeline filling, supporting scalable growth.