Lead Management & Enquiry HandlingPurpose
1.2. Ensure no potential client is forgotten through an automated, systematic lead management process.
1.3. Centralize all communication reminders across platforms, automating consistency and promptness in follow-up outreach.
1.4. Automatedly assign and notify responsible team members about pending lead contact actions.
1.5. Automate escalations if a lead remains uncontacted within the SLA period.
Trigger Conditions
2.2. Status change event from CRM/API: “Contact Not Made.”
2.3. Scheduled timer or cron-based event for lead review.
2.4. Inactivity detected in lead activity log, triggering automation for reminders.
2.5. Automated daily or hourly system scan detects outstanding "uncontacted" leads.
Platform Variants
3.1. Salesforce
• Function: Workflow Rules/Process Builder automating task creation and reminder email send.
• Sample config: If Lead.Status=Uncontacted for 48hrs → Create Task + Send Email.
3.2. HubSpot
• Feature: Lead workflows for automated follow-up tasks and notifications.
• Sample config: Lead enters ‘Uncontacted’ → wait 48 hours → automate email reminder.
3.3. Pipedrive
• Feature: Automations > Scheduler for Activity Reminders.
• Sample config: Deal/Person status “New” + no activity in 24h → send reminder.
3.4. Zoho CRM
• Feature: Workflow Rules for follow-up automation.
• Sample config: Lead status is ‘Not Contacted’ after 48h triggers follow-up task.
3.5. Microsoft Dynamics 365
• Feature: Power Automate > Recurrence + Condition for lead status.
• Sample config: Scheduled flow checks leads → automates reminder creation.
3.6. Google Calendar + Gmail
• API: Calendar API for automated reminder events, Gmail API for sending.
• Sample config: Script checks Google Sheet leads → Add Calendar event + send email reminder.
3.7. Mailchimp
• Feature: Automated Email Journey for lead reminders.
• Sample config: Tag lead as “uncontacted” → automated email after custom delay.
3.8. Slack
• API: Reminder Bot / Workflow Builder triggers for DM reminders.
• Sample config: Inactivity posted to #SalesDM, automates Slack DM to assigned user.
3.9. Trello
• Power-Up: Butler Automation rules for card movement/automation.
• Sample config: Card in “Uncontacted” >48h → add checklist item and send reminder.
3.10. ClickUp
• Feature: Automations for overdue “Contact Lead” task.
• Sample config: If status is “Uncontacted” for 2 days → automate task comment/reminder.
3.11. Airtable
• Automations: Time-based trigger for follow-up emails.
• Sample config: If “Contacted” checkbox is unchecked 48h after create, automate reminder.
3.12. Monday.com
• Automations: Status + time triggers.
• Sample config: If item not moved to “Contacted” column in 72h → automated notification.
3.13. Intercom
• Feature: Series automation; API for time-based message triggers.
• Sample config: Lead tagged “Uncontacted” → message scheduled in 2 days.
3.14. Twilio
• API: Programmable SMS for sending automated mobile reminders.
• Sample config: API triggers SMS if lead remains uncontacted >24h.
3.15. Freshsales
• Feature: Workflow Automation > Reminder rules.
• Sample config: Lead untouched for 48h auto-generates activity reminder.
3.16. Asana
• Automation: Custom Rules for time-based action.
• Sample config: Task “Contact Lead” incomplete for 48h → automated reminder comment.
3.17. Notion
• Integrations: Automate reminders via linked database updates.
• Sample config: Database view filter on “Uncontacted” >2 days triggers notification through integration.
3.18. Outlook + Power Automate
• Feature: Auto-email scheduling and calendar reminders.
• Sample config: Power Automate flow with timer, checking “Uncontacted” flag, sending calendar invite/reminder.
3.19. Zendesk Sell
• Feature: Smart Lists auto-search uncontacted, triggers automation.
• Sample config: Smart List filter “uncontacted 48h” → automate reminder task.
3.20. ActiveCampaign
• Automations: Lead engagement series.
• Sample config: Tag “New Lead” + timer waits, automate reminder email if not contacted.
3.21. Google Sheets + Apps Script
• Script: Timer-based triggers scan lists.
• Sample config: Apps Script checks lead status at midnight, sends Gmail reminder if still uncontacted.
3.22. Pipefy
• Automations: Conditional task triggers (SLA).
• Sample config: If card in “Lead” phase >48h, automate reminder email/action.
3.23. Keap (Infusionsoft)
• Campaign Builder: Timer and trigger automation.
• Sample config: Apply “Uncontacted” tag, wait, then automatedly send notification email/task.
3.24. Calendly
• Webhook + Integration: Trigger reminders.
• Sample config: No event scheduled after inquiry, webhook triggers external reminder automation.
3.25. Jira
• Automation: Time-based triggers for issues/tasks.
• Sample config: Issue type “Lead Follow-up” unresolved for 2 days triggers reminder.
Benefits
4.2. Automated reminders increase conversion by prompting timely engagement.
4.3. Automation improves team accountability and workload visibility.
4.4. Automating consistent follow-ups provides a professional customer experience.
4.5. Automation enables SLA enforcement and tracks follow-up efficiency.
4.6. Automatedly distributes reminders across preferred channels (email, SMS, app) to maximize reach.