Sending reminders for unresponsive leads

Purpose

1.1. Automate the process of following up with leads who have not responded within a specified time, reducing manual tracking and boosting conversion by keeping potential customers engaged throughout the sales journey in an air conditioning retail context.
1.2. Systematically ensure every lead receives timely communication via preferred channels (SMS, email, WhatsApp, phone call, etc.), freeing up sales team capacity while minimizing lost opportunities.

Trigger Conditions

2.1. Lead status remains as “new”, “awaiting response”, or “follow-up required” for predefined durations (e.g., 24h, 48h, or custom).
2.2. No outbound or inbound activity (call, SMS, email, chat) logged for lead within threshold period.
2.3. Manual marking as “unresponsive” by sales rep initiates automated reminder sequence.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API — Configure trigger on status update, send SMS using “Messages” endpoint with recipient’s number and reminder template.

3.2. SendGrid
• Feature/Setting: Mail Send API — Use “v3/mail/send” endpoint for templated reminder emails auto-triggered by lead inactivity.

3.3. Mailchimp
• Feature/Setting: Customer Journeys — Automated email workflow triggered by API call or CRM delay segment.

3.4. HubSpot
• Feature/Setting: Workflows — Lead remains in “Open” → set property-based trigger to send reminder email/SMS via integration.

3.5. Salesforce
• Feature/Setting: Process Builder/Flow — If lead last activity date exceeds set period, automate notification through preferred channel.

3.6. Zoho CRM
• Feature/Setting: Workflow Rules — Set condition on “Lead Status” and timestamp to auto-send email or invoke webhook.

3.7. Pipedrive
• Feature/Setting: Automations — Monitor deal inactivity, trigger emails or webhooks for external SMS provider.

3.8. ActiveCampaign
• Feature/Setting: Automations — Condition: “Has not replied to email” after X days → send sequence reminder.

3.9. WhatsApp Business API
• Feature/Setting: “messages” endpoint — Automated WhatsApp message on lead inactivity event.

3.10. Gmail API
• Feature/Setting: “Users.messages.send” — Fire message to unresponsive leads based on inactivity trigger.

3.11. Slack
• Feature/Setting: “chat.postMessage” API — Notify sales team about unresponsive leads for manual escalation.

3.12. Microsoft Teams
• Feature/Setting: “Send message” via Graph API — Alert relevant team channel on unresponsive lead status.

3.13. Google Sheets
• Feature/Setting: On cell update or timed formula, trigger App Script for automated email/SMS reminder.

3.14. Intercom
• Feature/Setting: Automated messages — Trigger rule for sending follow-up chat message if conversation idle.

3.15. Zendesk
• Feature/Setting: Triggers/Automations — If ticket (lead) seen but not responded within X hours, send reminder.

3.16. Outlook 365
• Feature/Setting: Power Automate with “Send an email” action driven by lead status flag.

3.17. Viber Business API
• Feature/Setting: “send_message” endpoint — Schedule Viber follow-up based on inactivity timer.

3.18. Facebook Messenger
• Feature/Setting: “messages” endpoint via Messenger Platform for automatic reminder after X delay.

3.19. Shopify
• Feature/Setting: Flow app workflow — Send reminder email/SMS to abandoned contact/lead with no response.

3.20. ClickSend
• Feature/Setting: SMS/Email API — Post to “/v3/sms/send” or “/v3/email/send” with custom reminder event.

Benefits

4.1. Reduces manual workload and human error in lead follow-up.
4.2. Increases likelihood of recovering unresponsive leads, improving conversion rates.
4.3. Supports multi-channel engagement, meeting customers where they are most responsive.
4.4. Provides analytics on response patterns and message effectiveness for continuous optimization.
4.5. Enables sales teams to focus on warm leads while maintaining consistent communication with all prospects.