Automated follow-up emails for new leads and quotes

Purpose

1. Automatically initiate, schedule, and personalize follow-up email sequences when a new lead is created or a quote is issued in a CRM or sales pipeline.

2. Ensure prospects are nurtured with timely, relevant communications, reducing manual workload and increasing engagement and conversion.

3. Trigger informative, promotional, or reminder messages based on lead or quote status, leveraging business data (ride type, quote value, decision dates, etc.) and automated workflows.

Trigger Conditions

1. New lead entered in CRM (e.g., Zoho, Salesforce, Pipedrive) or through website/contact form.

2. New quote generated in ERP or quoting system (e.g., Qwilr, PandaDoc, HubSpot Quotes).

3. Lead status changes (e.g., from new to contacted or from quoted to negotiation).

4. Specified period of inactivity detected (e.g., no response within 3 days).

5. Manual override via sales rep flag or bot command.

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder or Flow Builder — set flow trigger on “Lead Created” or “Quote Sent”; Action: Send Email Alert using custom template.
  

2. HubSpot

• Feature/Setting: Workflows → Enrollment Trigger: New Contact or Quote Created; Send Email action with personalized field tokens.
  

3. Zoho CRM

• Feature/Setting: Workflow Rules → When lead or quote record is created; Action: Email Notification, dynamic content.
  

4. Microsoft Dynamics 365

• Feature/Setting: Power Automate → Trigger: When new lead/quote row added; Action: Send Email (Outlook connector).
  

5. Pipedrive

• Feature/Setting: Workflow Automation → Trigger: Deal/lead added or quotation generated; Action: Send Email or use Mailigen integration.
  

6. ActiveCampaign

• Feature/Setting: Automation Trigger: Contact subscribes or tag applied (from lead/quote event); Action: Send Email or Start Sequence.
  

7. Mailchimp

• Feature/Setting: Customer Journey Builder → Trigger: Lead added to audience (via integration/API); Action: Send Email.
  

8. SendGrid

• Feature/Setting: API endpoint POST /mail/send with template data mapped from CRM; use dynamic fields for quote/lead info.
  

9. Gmail (Google Workspace)

• Feature/Setting: Google Apps Script; Trigger: New response/input in Sheets or Forms; Action: send email using MailApp or Gmail API.
  

10. Outlook (Office 365)

• Feature/Setting: Power Automate Flow; Trigger: New lead/quote row in Excel/Forms; Action: Send email via Office365 Outlook action.
  

11. Intercom

• Feature/Setting: Series Automation — Entry rule “New Contact”; Action: Send dash-templated message, schedule time delays.
  

12. Freshsales

• Feature/Setting: Automations → Trigger: New Lead/Quote; Action: Send Email using template.
  

13. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder, start with tag/application (“Lead Added” or “Quote Sent”); Action: Send Email, timed delays.
  

14. Marketo

• Feature/Setting: Smart Campaigns → Trigger: Lead is created or field changes; Flow Step: Send Email.
  

15. Pardot

• Feature/Setting: Automation Rule → Trigger: Prospect Created/Updated; Action: Send Email Template.
  

16. Slack

• Feature/Setting: Incoming Webhook/API to post DM or channel message to sales agent for manual follow-ups; can trigger email through connected integration.
  

17. Qwilr

• Feature/Setting: API/Webhook on quote sent; connect to email platform for follow-up email.
  

18. PandaDoc

• Feature/Setting: Workflow Automation: On document/quote sent; trigger email notification via connected mail platform.
  

19. Copper CRM

• Feature/Setting: Workflow Automation: Trigger upon new lead/quote; automated email via Gmail integration.
  

20. Drip

• Feature/Setting: Workflow Trigger on subscriber event/tag from CRM; Action: Send email sequence.
  

21. Airtable

• Feature/Setting: Automation Trigger: New row (lead/quote added); Action: Send Email, use scripting block for customization.
  

22. Monday.com

• Feature/Setting: Automations — “When new item created”; Action: Send Email via Gmail/Outlook integration.
  

Benefits

1. Eliminates manual reminder/follow-up process for sales reps.

2. Delivers personalized communications at optimal times, improving lead conversion rates.

3. Reduces delays and errors in prospect engagement.

4. Centralizes lead activity tracking, ensuring no qualified leads or quotes are forgotten.

5. Scales seamlessly as lead volume grows, with consistent messaging.