Purpose
1.1. Automate re-engagement campaigns to revive dormant leads in asbestos testing by sending sequences of targeted communications.
1.2. Automatically analyze inactivity periods and deploy automated messages via multiple channels.
1.3. Automate nurturing workflows, increasing conversion rates for professional services in the environmental sector.
1.4. Automated win-back and requalification using tailored content, reducing manual effort for lead management and improving ROI.
1.5. Enables automators to orchestrate reminders, promo offers, and follow-ups across SMS, email, voice, social, and web.
Trigger Conditions
2.1. Automatedly initiate when a lead has had no activity past a set period (e.g., 30/60/90 days).
2.2. Trigger automation by low open/click rates in previous campaigns.
2.3. Automate based on changes in CRM deal stage to “dormant” or “lost.”
2.4. Automating triggers from website inactivity tracking (no logins, no submissions).
2.5. Automated triggers when certain tags (e.g., "cold", "unresponsive") are added in CRM.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Automate SMS outreach to dormant leads via programmable messaging API; sample: Configure “/Messages” endpoint for scheduled campaigns.
3.2. SendGrid
- Feature/Setting: Automate personalized re-engagement email sequences using Marketing Campaigns; sample: Configure automation workflows with “Create Campaigns API”.
3.3. HubSpot
- Feature/Setting: Automate lead smart lists and re-engagement workflows; sample: Use Workflows API—trigger on property “last contacted date.”
3.4. Salesforce
- Feature/Setting: Automated Process Builder or Flow to detect inactivity and email via Email Message API.
3.5. Mailchimp
- Feature/Setting: Automate journey builder for retargeting; sample: Use “Trigger Email” Action with API endpoint /automations.
3.6. ActiveCampaign
- Feature/Setting: Automate re-engagement campaigns via Automations builder; sample: API—POST /api/3/contacts/automationEntry.
3.7. Google Sheets
- Feature/Setting: Automate detection via Apps Script—scan timestamp column and send to email/SMS automation.
3.8. Pipedrive
- Feature/Setting: Automate lead filters and automatic email triggers; sample: Use “Deals API” to fetch dormant status and push via Mail API.
3.9. Zoho CRM
- Feature/Setting: Automate workflows checking “Last Activity Time”; sample: Configure Actions to trigger via API /leads/actions.
3.10. Outlook 365
- Feature/Setting: Automate scheduled re-engagement via Flow/Logic Apps; connectors: “When a contact is updated” + “Send email.”
3.11. Slack
- Feature/Setting: Automate push notification to sales team on dormant leads via Webhooks/API—message function.
3.12. Facebook Messenger
- Feature/Setting: Automate chatbot re-engagement using Messenger Send API for direct message outreach.
3.13. WhatsApp Business API
- Feature/Setting: Automate WhatsApp campaign for dormant leads using “messages” endpoint and pre-approved templates.
3.14. Intercom
- Feature/Setting: Automate re-engagement via custom bots and campaign triggers using “Conversations API.”
3.15. Freshsales
- Feature/Setting: Automate workflow automation on inactivity fields—use “create email” automation via API.
3.16. Keap (Infusionsoft)
- Feature/Setting: Automate campaign triggers based on tag update, with API /contacts.
3.17. Marketo
- Feature/Setting: Automate Smart Campaign detection of inactivity; sample: Trigger with “last activity” filter, call /rest/asset/email endpoint.
3.18. Drip
- Feature/Setting: Automate workflows for re-engagement; trigger on subscriber conditions, use “Send Broadcast API.”
3.19. ClickSend
- Feature/Setting: Automate SMS for dormant clients using “Create SMS” endpoint and scheduled campaigns.
3.20. Calendly
- Feature/Setting: Automate email/SMS reminders to book appointments after inactivity, integrate via Webhook/Bookings API.
3.21. GMail
- Feature/Setting: Automate time-based re-engagement emails using Google Apps Script or via GMail API message insert.
3.22. Microsoft Teams
- Feature/Setting: Automate push notifications to team on dormant lead status via Webhook connector.
Benefits
4.1. Automates repetitive re-engagement tasks, lifting manual workload for asbestos testing lead management.
4.2. Automating personalized outreach increases conversion potential and lead nurturing for environmental professionals.
4.3. Automation ensures no lost opportunities due to lead inactivity.
4.4. Automator improves tracking, auditing, and follow-up efficiency in lead pipelines.
4.5. Automatable workflows enable simultaneous multi-channel revival and qualification.
Lead Management & Qualification