Lead Management & Customer AcquisitionPurpose
1.2. Ensure all new leads receive tailored emails or SMS messages based on inquiry content, time of day, and channel.
1.3. Reduce manual effort, eliminate lead leakage, enable multi-stage nurturing, and synchronize follow-ups with CRM data for appliance brands’ customer support teams.
Trigger Conditions
2.2. New contact or lead created in CRM with qualifying inquiry tag.
2.3. First inbound message from new number or email address to a designated support channel.
2.4. API call received from dealership or partner system containing a new inquiry payload.
2.5. Appointment request or demo booking specific to appliances.
Platform Variants
3.1. Twilio SMS
• Feature: Messaging API; configure SMS triggers on new lead event; sample: POST to /Messages with lead phone and merge field template.
3.2. SendGrid
• Feature: Mail Send API; send templated email via authenticated API key; configure dynamic subject/content with lead info.
3.3. Mailgun
• Feature: /messages endpoint; trigger transactional email by POST request with custom variables per inquiry.
3.4. HubSpot
• Feature: Workflows; set trigger as new contact with ‘appliance inquiry’ property then “Send email” action.
3.5. Salesforce
• Feature: Process Builder/Flow; on lead creation, trigger “Send Custom Notification” and “Send Email Alert.”
3.6. ActiveCampaign
• Feature: Automation Builder; entry trigger as form submission, send email/SMS step with lead attributes.
3.7. Zoho CRM
• Feature: Workflow Rules; new lead triggers email/SMS via Zoho Campaigns or Twilio integration.
3.8. Intercom
• Feature: Series Automation; incoming conversation from new user triggers follow-up outbound message sequence.
3.9. Freshdesk
• Feature: Automations; ticket creation from lead form triggers “send email” or “send SMS via integration.”
3.10. Pipedrive
• Feature: Workflow Automation; deal created triggers templated email task using built-in integration.
3.11. Sendinblue
• Feature: Automation workflows; new contact event triggers transactional email or SMS.
3.12. Klaviyo
• Feature: Flow; ‘Subscribed to List’ or ‘Signup Form’ trigger sends branded follow-up email/SMS.
3.13. Constant Contact
• Feature: Autoresponder; new subscriber triggers scheduled email follow-up series.
3.14. Google Workspace (Gmail)
• Feature: Apps Script; set script to trigger on Google Form submission, send email to respondent.
3.15. Microsoft Power Automate
• Feature: Flows; trigger from Dynamics 365 lead, send email via Outlook or SMS via Twilio.
3.16. Slack
• Feature: Workflow Builder; incoming app event triggers direct message with follow-up info (for internal sales alerts).
3.17. WhatsApp Business API
• Feature: /messages endpoint; template message sent on new inquiry contact.
3.18. Facebook Messenger Platform
• Feature: Send API; trigger message delivery on webhook from new lead event.
3.19. Smartsheet
• Feature: Automated workflows; row added for new inquiry sends alert or triggers external email/SMS via Zapier.
3.20. Bitrix24
• Feature: CRM automation; new lead rule sends preset follow-up via email, or telephony/SMS if configured.
3.21. Infobip
• Feature: API trigger; new contact event triggers OTP or SMS template to prospect.
3.22. MessageBird
• Feature: Flow Builder; inbound webhook sets off SMS or WhatsApp message to new lead.
3.23. Front
• Feature: Rules; new conversation with inquiry subject triggers auto-reply and schedule for follow-up.
3.24. Copper CRM
• Feature: Workflow Automations; new contact triggers personalized email via Gmail integration.
Benefits
4.2. Ensures every inquiry is followed up, eliminating human error or missed leads.
4.3. Standardizes brand messaging and data capture across contact points.
4.4. Saves agents’ time and reduces handling costs.
4.5. Enables tracking, analytics, and ongoing optimization of follow-up content/timing.
4.6. Omnichannel—keeps conversations in customer’s preferred channel.
4.7. Seamlessly scales with lead volume, supporting variable campaign needs.