New lead notification to designated team members

Purpose

1.1. Automate the process of notifying designated sandblasting team members when a new lead is generated.
1.2. Enhance real-time response and team coordination in the lead management cycle through automation.
1.3. Automate capturing, segmenting, and distributing new sandblasting service requests to right professionals without manual intervention.
1.4. Ensure that every incoming lead is automatically registered, tracked, and communicated to appropriate staff for faster follow-up.
1.5. Centralize lead notifications from multiple channels (web, phone, email) for automated visibility and automatedly reducing lead leakage.

Trigger Conditions

2.1. A new lead contact form is submitted on the website.
2.2. New entry appears in CRM or lead management system for sandblasting inquiries.
2.3. Automated email or integration receives a qualified surface preparation request.
2.4. API call or webhook indicating a new lead in any connected marketing platform.
2.5. Automatedly, a phone call, SMS, or WhatsApp-enquiry flagged as “potential customer.”

Platform Variants

3.1. Twilio
• Feature/Setting: SMS API — automate sending SMS alerts using function `Messages.create`.
3.2. SendGrid
• Feature/Setting: Email API — automate outbound notification via `mail/send` endpoint.
3.3. Slack
• Feature/Setting: Incoming Webhooks — automate message posting in a channel.
3.4. Microsoft Teams
• Feature/Setting: Automated Card Bot via webhook — automate channel message delivery.
3.5. HubSpot
• Feature/Setting: Workflow Automation (`Create Task`/`Send Notification`) — route lead data to agents.
3.6. Salesforce
• Feature/Setting: Process Builder — automate lead notification from new lead record creation event.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules — automate email/SMS/push on lead creation.
3.8. Gmail
• Feature/Setting: Automated email drafts/sending with Gmail API `users.messages.send`.
3.9. Outlook
• Feature/Setting: Power Automate — trigger notification email on new entry.
3.10. WhatsApp Business API
• Feature/Setting: `messages` endpoint — automate WhatsApp message to sandblasting team.
3.11. Telegram
• Feature/Setting: Bot API — automate message posting with `sendMessage` method.
3.12. Asana
• Feature/Setting: Automate task creation via Tasks API — lead alert assigned to member.
3.13. Monday.com
• Feature/Setting: Automate update via API or built-in automation, notifies team.
3.14. Google Chat
• Feature/Setting: Webhook bot — automate message to sandblasting channel.
3.15. ClickUp
• Feature/Setting: Automator to notify team via task or comment when new lead enters.
3.16. Discord
• Feature/Setting: Webhook — automate posting new lead notifications in staff channel.
3.17. Pipedrive
• Feature/Setting: Automate activity creation & notifications when a new lead is added.
3.18. Mailgun
• Feature/Setting: Automated transactional email via API.
3.19. RingCentral
• Feature/Setting: SMS/Voice — automate team phone notification or group SMS.
3.20. Intercom
• Feature/Setting: Automate in-app and email notification to agents using Conversations API.
3.21. Freshdesk
• Feature/Setting: Automate ticket or Freshdesk notification on lead receipt via webhook.
3.22. Trello
• Feature/Setting: Automated card creation and notification with Power-Ups API.

Benefits

4.1. Automation accelerates lead acknowledgment, increasing customer satisfaction.
4.2. Automating notifications minimizes human delay and error in team communication.
4.3. Automatedly ensures every sandblasting inquiry is acted upon, maximizing conversion.
4.4. Automation enables multi-channel, simultaneous alerts — no missed leads.
4.5. Automating the notification process allows scalable and reliable surface preparation business growth.