Lead Management & Customer Onboarding**Purpose**
1.2. Reduce manual effort, minimize response delays, qualify prospects for anodizing services, and improve lead conversion rates.
**Trigger Conditions**
2.2. New inbound emails to sales or inquiry addresses.
2.3. Direct messages or form responses on platforms like LinkedIn, Facebook, or Google My Business.
2.4. Incoming SMS or WhatsApp messages interpreted as new business inquiries.
**Platform Variants**
3.1. Salesforce
• Feature/Setting: Configure “Lead Auto-Response Rules,” use Process Builder for qualification logic.
• Sample: Set triggers for web-to-lead forms; auto-send template emails.
3.2. HubSpot
• Feature/Setting: “Lead Automation” workflows, set qualification properties.
• Sample: Auto-reply with email template, create internal task if criteria match.
3.3. Microsoft Power Automate
• Feature/Setting: Use “When a new email arrives” trigger; add “Send email” and “Qualify lead” actions.
• Sample: Map email inquiries to lead qualification flow.
3.4. Zoho CRM
• Feature/Setting: “Workflow Rules” and “Assignment Rules” for incoming leads.
• Sample: Trigger email or SMS response, update lead status to Qualified/Unqualified.
3.5. Pipedrive
• Feature/Setting: “Automations” for lead capture and response.
• Sample: Automated response to web leads, set follow-up activity.
3.6. Freshsales
• Feature/Setting: “Auto-assign and Auto-response” in Workflows.
• Sample: Use custom fields for industry qualification.
3.7. Intercom
• Feature/Setting: Automated “Custom Bots” for chat and lead qualification.
• Sample: Gather anodizing project details, set assignment.
3.8. Drift
• Feature/Setting: “Playbooks” for auto-qualification conversation flows.
• Sample: Qualify and route leads by volume/material type needed.
3.9. ActiveCampaign
• Feature/Setting: “Automations” for new contact triggers.
• Sample: Auto-send email, tag lead based on selected services.
3.10. Mailgun
• Feature/Setting: “Routes” for parsing incoming email, API for transactional email.
• Sample: Parse inquiry, auto-respond with attachment link, send lead details via webhook.
3.11. Twilio SMS
• Feature/Setting: “Programmable Messaging” and “Studio Flows” for SMS handling.
• Sample: Reply with qualification questions to incoming SMS leads; log responses.
3.12. SendGrid
• Feature/Setting: “Inbound Parse Webhook” for qualifying leads, “Transactional Templates” for responses.
• Sample: Route parsed emails to auto-reply logic.
3.13. Gmail (Google Workspace)
• Feature/Setting: “Filters” + “Apps Script” or “Add-ons” for auto-response.
• Sample: Scripted qualification, forward to sales.
3.14. Outlook 365
• Feature/Setting: “Rules” with “Power Automate” for structured response.
• Sample: Respond to qualified leads, auto-tag messages.
3.15. Slack
• Feature/Setting: “Slackbots” and “Workflow Builder” for lead alerts and responses via forms.
• Sample: Notify sales channel, send DM for qualification.
3.16. WhatsApp Business API
• Feature/Setting: Auto-reply templates, “Webhook listener” for inbound lead capture.
• Sample: Greet, confirm requirements, request project specs.
3.17. Facebook Messenger
• Feature/Setting: “Messenger Bots” via Facebook for Business, set up auto-replies and qualifier messages.
• Sample: Gather company size, anodizing needs, email follow-up.
3.18. Google Forms
• Feature/Setting: “Forms Submit Trigger” integrated with Apps Script for email response.
• Sample: Qualify by project budget/volume, route result.
3.19. Typeform
• Feature/Setting: “Webhooks” and “Logic jumps” to qualify and respond.
• Sample: Deliver tailored follow-up email based on answers.
3.20. Monday.com
• Feature/Setting: “Automations” for item creation/qualification, “Integrations” with email/SMS.
• Sample: Automatically respond to new inbound items, assign to anodizing team.
**Benefits**
4.2. Automated qualification ensures accurate lead prioritization for anodizing service sales.
4.3. Resource savings and consistency in communication for corporate surface treatment providers.
4.4. Improved tracking and analytics for decision-making in lead management.