Automated follow-up emails and SMS campaigns for new leads

Purpose

1.1. Automate timely, personalized follow-up campaigns via email and SMS for new Renault dealership leads, minimizing manual outreach delays.
1.2. Automation ensures every inquiry receives prompt, targeted messaging, driving increased engagement and conversion rates.
1.3. Enforces consistent corporate communication standards across teams, helping the automator track customer touchpoints seamlessly.
1.4. Automating lead nurturing triggers actions based on prospect behavior, lifecycle stage, or sales rep feedback, optimizing lead-to-sale automation.
1.5. Automates reminders for test drives, feedback surveys, finance options, or service bookings, reducing the risk of missed commercial opportunities.

Trigger Conditions

2.1. New lead captured from web form, phone inquiry, or walk-in, automatically initiating communication sequence.
2.2. Lead assigned status changes (e.g., “Interested,” “Test Drive Booked”) triggering targeted automation.
2.3. No response from lead within a predefined time (e.g., 48 hours) triggers automated follow-up.
2.4. Lead engagement (opening email, clicking a link) triggers custom automatable outreach.
2.5. Calendar event, such as upcoming appointment or service due, triggers automating reminders.

Platform Variants

3.1. Twilio (SMS, Voice)
• Feature/Setting: Automate SMS sending via Programmable Messaging API; sample: configure webhook for new lead events, SMS template for “Thank you for your interest.”
3.2. SendGrid (Email)
• Feature/Setting: Automated transactional email via SendGrid Email API; configure dynamic templating and lead trigger for campaign activation.
3.3. Mailgun
• Feature/Setting: Automating triggered email messages; use sending API and attach recipient variables.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder automates lead journey emails and SMS; set entry conditions to “New Lead Added.”
3.5. HubSpot
• Feature/Setting: Workflows trigger automatable sequences based on lead property change.
3.6. ActiveCampaign
• Feature/Setting: Automates email/SMS campaigns using Automations; configure “Lead Tag Added” trigger.
3.7. Pipedrive
• Feature/Setting: Workflow Automations for lead status change, triggering email/SMS via third-party integration.
3.8. Zoho CRM
• Feature/Setting: Automating follow-up emails using Blueprint and Workflow Rules; SMS via Zoho extension.
3.9. Klaviyo
• Feature/Setting: Flows automate campaign sequences upon subscribing or tag change.
3.10. Constant Contact
• Feature/Setting: Automated email series triggered by list addition; segment for “New Leads”.
3.11. Microsoft Power Automate
• Feature/Setting: Automator connects CRM “new lead” event to configured Mail and SMS connectors.
3.12. Google Workspace (Gmail & Calendar)
• Feature/Setting: Apps Script or add-ons automate email follow-ups based on Calendar event or Gmail label.
3.13. Slack
• Feature/Setting: Automating internal alerts via Incoming Webhooks upon automatable outreach success/failure.
3.14. WhatsApp Business API
• Feature/Setting: Automator sends automated template messages upon lead capture.
3.15. Intercom
• Feature/Setting: Automate outbound messaging with Series workflows (email, in-app, SMS).
3.16. Zapier
• Feature/Setting: Multi-platform workflow automates triggering of email/SMS via connected CRM and comms tools.
3.17. Drift
• Feature/Setting: Automates bots and follow-up sequences for lead qualification via chat and email.
3.18. Freshsales
• Feature/Setting: Workflow Automator for email/SMS follow-ups; configure triggers for lead stages.
3.19. Aircall
• Feature/Setting: Event triggers for automated SMS or email follow-up after call events.
3.20. WebEngage
• Feature/Setting: Journey Designer automates campaigns by orchestrating personalized touchpoints post-lead capture.

Benefits

4.1. Drastically automates repetitive follow-up tasks, freeing sales teams for high-value interactions.
4.2. Ensures no lead is forgotten—automates consistent, on-brand communication.
4.3. Increases conversion rates by automatedly optimizing timing and personalization.
4.4. Automates multi-channel approach (email/SMS) for higher response rates.
4.5. Improves lead tracking, reporting, and follow-up pipeline visibility using automatable workflows.
4.6. Minimizes human error and response delays by automating outreach operations.
4.7. Allows corporate Renault dealerships to scale lead engagement with minimal extra resources using advanced automation.