Lead Management & Customer AcquisitionPurpose
1.2. Nurture leads throughout the sales funnel to maximize engagement, conversion rates, and maintain communication consistency.
1.3. Segment message content and frequency based on lead status, inquiry type, and historical interactions.
1.4. Reduce manual intervention and ensure every potential customer receives relevant product information, offers, and onboarding materials.
Trigger Conditions
2.2. No response from existing lead within X days after previous outreach.
2.3. Status update in CRM (e.g., marked as "Interested" or "Pending Demo").
2.4. Event registration, brochure download, or price inquiry initiated by user.
Platform Variants
• Feature: Process Builder or Flow
• Setting: Trigger on lead object update or creation; configure Email Alert action.
3.2. HubSpot
• Feature: Workflows
• Setting: Automated email sequence triggering based on lead lifecycle stage or form submission.
3.3. Mailchimp
• Feature: Customer Journeys
• Setting: Entry rule for new contact in arcade machines list; multi-step follow-up emails scheduled.
3.4. ActiveCampaign
• Feature: Automations
• Setting: Trigger on tag addition or list entry; add "Wait" actions and conditional paths.
3.5. Zoho CRM
• Feature: Workflow Rules
• Setting: Email notifications set on new lead creation or field update.
3.6. Microsoft Power Automate
• Feature: Automated Flow
• Setting: Trigger from Dynamics 365 record changes; Outlook email action.
3.7. Pipedrive
• Feature: Automation
• Setting: Action on pipeline stage change; connect to Mailigen for email sending.
3.8. Freshsales
• Feature: Workflow Automation
• Setting: Email workflow on new deal creation or update.
3.9. Marketo
• Feature: Smart Campaigns
• Setting: Trigger for "Lead is Created," send Email step, schedule follow-up cadence.
3.10. SendGrid
• Feature: Events API
• Setting: Automate email upon API event notification for new prospects.
3.11. Gmail API
• Feature: Send Mail
• Setting: Use /gmail/v1/users/messages/send; dynamic address/composed content.
3.12. Outlook API
• Feature: SendMail endpoint
• Setting: POST to /me/sendMail with template for follow-up content.
3.13. Klaviyo
• Feature: Flows
• Setting: List-triggered follow-up flow; set time delays between messages.
3.14. Intercom
• Feature: Series
• Setting: Automated outbound messages triggered by lead behavior or profile update.
3.15. Twilio SendGrid
• Feature: API v3 Mail Send
• Setting: Automated transactional or marketing follow-up; use dynamic templates.
3.16. Mailgun
• Feature: Batch Sending
• Setting: Automated send on webhook POST for new lead captured.
3.17. Brevo (ex-Sendinblue)
• Feature: Automation
• Setting: Workflow on new contact, delayed sequential emailing.
3.18. Constant Contact
• Feature: Email Automation
• Setting: Series launch when contact joins arcade machine interest list.
3.19. Keap (Infusionsoft)
• Feature: Campaign Builder
• Setting: Tag or form submission triggers automated sequence of follow-up emails.
3.20. Reply.io
• Feature: Sequences
• Setting: Triggered campaigns for outbound follow-ups and reminders to prospects.
3.21. Drip
• Feature: Workflows
• Setting: Entry trigger for new subscriber, stepwise email series.
3.22. Copper CRM
• Feature: Workflow Automation
• Setting: Trigger email after lead update to "Contacted," fetch template from integrated email provider.
Benefits
4.2. Frees sales staff from repetitive outreach, focusing on high-value interactions.
4.3. Enables granular tracking of engagement with each follow-up step.
4.4. Adapts communication frequency and content by prospect segment and stage.
4.5. Scales outreach effortlessly during spike in inbound leads for arcade machine inquiries.
4.6. Increases conversion rates through multi-touch personalized messaging.