Automated follow-ups via email and SMS

Purpose

1.1. Automate the process of sending personalized follow-ups via email and SMS after a lead inquiry, consultation, or quotation to maximize engagement, nurture leads, and accelerate sales cycles.
1.2. Ensures no manual intervention is required from sales representatives for repetitive follow-up, reducing human error and ensuring timely communication.
1.3. Automates multi-stage follow-up workflows (e.g., reminder, check-in, special offers) aligned to lead behavior, automating drip campaigns and escalation for unresponsive leads.
1.4. Designed to automate compliance (opt-out handling, date/time delays, regional messaging laws) as per the home automation technology industry.

Trigger Conditions

2.1. New lead submitted via website/contact form integration.
2.2. No response from lead after initial sales call or email within X days.
2.3. Status change in CRM to “follow-up required” or “proposal sent.”
2.4. Scheduled reminder after unattended appointments, automating re-engagement.
2.5. Post-demo or post-consultation feedback required triggers automated follow-up.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS send via Messages API; configure API key, sender number, destination, and templated message.
3.2. SendGrid
• Feature/Setting: Automate transactional and marketing emails; configure Automated Email Rules, dynamic templates, and Web API v3.
3.3. Mailgun
• Feature/Setting: Automate email follow-ups via HTTP API; specify domain, sender, recipient, and message content.
3.4. AWS SNS
• Feature/Setting: Automate SMS and email notifications; use Publish API, configure platform application and message body.
3.5. HubSpot
• Feature/Setting: Automate follow-up sequences via Workflow Automation Trigger; link to CRM contacts, use Smart Rules.
3.6. Salesforce
• Feature/Setting: Automate Process Builder with Send Email/SMS actions; connect SMS partner app for automation.
3.7. Zoho CRM
• Feature/Setting: Automate follow-up with Workflow Rules; use "Send Email" or external SMS webhook modules.
3.8. ActiveCampaign
• Feature/Setting: Automate automations workflow; set trigger, send email automation and integrate SMS provider.
3.9. Pipedrive
• Feature/Setting: Automate follow-up emails using Workflow Automation; custom webhook for SMS via third-party.
3.10. GetResponse
• Feature/Setting: Automate email sequences through Autoresponder; use API for SMS.
3.11. ClickSend
• Feature/Setting: Automate SMS via HTTP API; configure campaigns based on triggers from CRM or web forms.
3.12. MessageBird
• Feature/Setting: Automate omnichannel messaging; configure Flow Builder for automated SMS/emails.
3.13. Klaviyo
• Feature/Setting: Automate flows for follow-up emails and SMS; event-driven triggers and personalization.
3.14. Intercom
• Feature/Setting: Automate message sequences; create Custom Bots for lead follow-up, integrate SMS gateway.
3.15. ManyChat
• Feature/Setting: Automate SMS/email drip via Flow Builder; set triggers from web or CRM.
3.16. Front
• Feature/Setting: Automate follow-up emails using Rules; integrate with SMS providers via webhook.
3.17. Drip
• Feature/Setting: Automate workflows and Smart Campaigns for follow-up; API connect for SMS sends.
3.18. MoEngage
• Feature/Setting: Automate email/SMS campaigns using Flows; event-based triggers for automated messages.
3.19. Airship
• Feature/Setting: Automate cross-channel follow-ups using Journeys; configure SMS and email actions.
3.20. Plivo
• Feature/Setting: Automate SMS sends using Messaging API; input automated flows via CRM integration.
3.21. Postmark
• Feature/Setting: Automate transactional email sequences; link via API to lead/event triggers.
3.22. Outlook 365
• Feature/Setting: Automate email follow-up using Power Automate; schedule and template use for automation.
3.23. Gmail
• Feature/Setting: Automate with Apps Script or third-party connector; setup triggers for automated sends.

Benefits

4.1. Automates repetitive communications, ensuring consistent lead engagement.
4.2. Increases lead conversion rates by automatedly reaching prospects at optimal intervals.
4.3. Reduces manual workload and error by automating entire follow-up logic and scheduling.
4.4. Automates compliance with opt-out and regulatory requirements, minimizing legal risks.
4.5. Automated follow-up system supports dynamic personalization, improving lead satisfaction and response.
4.6. Facilitates data-driven insights via tracking automation effectiveness and optimizing follow-ups.
4.7. Automates escalation to sales reps if leads remain unresponsive, ensuring no opportunity is missed.