Automated follow-up emails/SMS to new leads

Purpose

1.1. Automatically deliver timely and personalized follow-up emails and/or SMS to new leads contacting air conditioning store, ensuring no lead drops, nurturing interest, increasing appointment bookings, and reinforcing brand trust during early engagement stages.

Trigger Conditions

2.1. New lead submission via website form (e.g., contact, quote request, or inquiry).
2.2. Inbound call captured in CRM or telephony integration.
2.3. Direct entry by staff in POS or sales management system.
2.4. API integration event from third-party lead source (e.g., online ads, directory listings).

Platform Variants

3.1. Twilio (SMS)
• Function: Messaging API
• Setting: Configure “Send Message” endpoint with personalized body and dynamic phone number insertion.
3.2. SendGrid (Email)
• Function: Mail Send API
• Setting: Use “Send” endpoint with dynamic template and contact field merge values.
3.3. Mailgun (Email)
• Function: Messages API
• Setting: “/messages” endpoint with custom subject and HTML body fields.
3.4. Plivo (SMS)
• Function: SMS API
• Setting: “Send SMS” action specifying sender ID and recipient from webhook trigger.
3.5. Slack
• Function: Incoming Webhook
• Setting: Notify sales channel of new automated outreach per lead event.
3.6. Salesforce
• Function: Workflow Rule, Email Alerts
• Setting: Trigger automation on new Lead object creation.
3.7. Pipedrive
• Function: Workflow Automation
• Setting: “Send email” action upon new deal/lead creation.
3.8. HubSpot
• Function: Workflows
• Setting: “Send email/SMS” action triggered by new contact property.
3.9. Zoho CRM
• Function: Workflow Rules
• Setting: “Send Email Notification” upon lead form capture or call log.
3.10. ActiveCampaign
• Function: Automation builder
• Setting: “Send email/SMS” on contact tag addition.
3.11. Keap (Infusionsoft)
• Function: Campaign Builder
• Setting: Sequence with “Send Email” node post lead import.
3.12. Google Workspace (Gmail API)
• Function: Users.messages.send
• Setting: Automation triggers email with prefilled lead information.
3.13. Outlook 365
• Function: SendMail endpoint in Graph API
• Setting: Use triggers from CRM for immediate follow-up email.
3.14. Klaviyo
• Function: Flows
• Setting: “Welcome flow” with lead property triggers and multi-step drip.
3.15. OneSignal
• Function: Notification API
• Setting: Automated SMS or notification on new user creation event.
3.16. Facebook Messenger
• Function: Send API
• Setting: Automated message with lead details on webhook trigger.
3.17. Intercom
• Function: Conversations API
• Setting: Automatic outbound conversation on new contact event.
3.18. WhatsApp Business API
• Function: /messages
• Setting: Template message with dynamic name/inquiry variables on new lead.
3.19. Freshsales
• Function: Workflows
• Setting: “Send email” when new lead added or updated.
3.20. JustCall
• Function: SMS automation
• Setting: “SMS automation trigger” on new call or CRM entry.
3.21. ClickSend
• Function: SMS API
• Setting: “Send SMS” API endpoint with personalized follow-up message.
3.22. Amazon SES
• Function: SendEmail API
• Setting: Automated trigger with email template and recipient context.

Benefits

4.1. Immediate engagement reduces lead decay and enhances conversion probability.
4.2. Personalized messaging increases brand credibility.
4.3. Automation saves manual labor and reduces response time.
4.4. Consistency in outreach maintains professional standard with every inquiry.
4.5. Scalability allows for rapid business growth without additional admin resources.