Lead Management & SchedulingPurpose
1.2. Reduce no-shows by reminding about scheduled appliance repairs.
1.3. Build trust by providing real-time status updates (appointment confirmed, technician en route, job completed).
1.4. Maintain a professional, timely, and branded communication flow from first contact.
1.5. Meet industry response-time expectations and comply with client communication requirements.
Trigger Conditions
2.2. Inbound call registered via call tracking software.
2.3. Booking finalized in calendar or scheduling system.
2.4. Update in CRM reflecting lead progression to 'Scheduled'.
2.5. Manual status update by dispatch or technician.
Platform Variants
• Feature: Programmable SMS
• Setting: Webhook (POST) triggers on 'lead.created', message template: "Thanks, [Name]. Your appliance repair request is received. We'll contact you soon."
3.2. SendGrid
• Feature: Transactional Templates / Mail Send API
• Setting: API call on form submission, template selected per service type, dynamic fields for name/appointment time.
3.3. Mailgun
• Feature: Messages API
• Setting: HTTP API event fires on appointment creation, passes recipient and personalized content.
3.4. AWS SES
• Feature: SendEmail API
• Setting: Lambda trigger on scheduling event, pre-approved message body/subject.
3.5. Slack
• Feature: Incoming Webhooks
• Setting: Automated message in sales/support channel when client confirmation sent; optional direct message to assigned rep.
3.6. Microsoft Teams
• Feature: Incoming Webhook Connector
• Setting: Automated Teams channel post, triggered by new service appointment confirmed event.
3.7. WhatsApp (via Twilio)
• Feature: API-based WhatsApp Business Messaging
• Setting: Event-driven message template customized for appliance service updates.
3.8. Gmail API
• Feature: Users.messages.send
• Setting: OAuth-based email delivery on form trigger, pre-approved template used.
3.9. Outlook 365 Mail
• Feature: Send Mail API
• Setting: Automated mail push to client’s address on 'lead.status=scheduled.'
3.10. HubSpot
• Feature: Workflow Email / SMS
• Setting: Automated workflow triggers on contact property change; selects relevant confirmation message.
3.11. ActiveCampaign
• Feature: Automation Send Email/SMS
• Setting: Listener on contact creation, configured to use service confirmation campaign.
3.12. Pipedrive
• Feature: Workflow Automation
• Setting: Automation triggers on deal stage change to 'Scheduled', sends mail/SMS using integrated provider.
3.13. Salesforce
• Feature: Process Builder/Flow + Email Alerts
• Setting: Workflow at lead stage update, templated email or SMS via partner integration.
3.14. Zoho CRM
• Feature: Workflow Rules / Mail Merge
• Setting: On form submission, triggers automated mail dispatch to lead.
3.15. Intercom
• Feature: Event-based messaging
• Setting: Outbound automated response on 'new conversation' or 'booking completed'.
3.16. Freshdesk
• Feature: Automations (Observer rule)
• Setting: Observer triggers notification when ticket is created or status is changed to 'Appointment Set'.
3.17. Zendesk
• Feature: Triggers & Automations
• Setting: Sends confirmation mail/SMS when custom field 'Appointment Confirmed' is true.
3.18. MessageBird
• Feature: SMS API
• Setting: API-triggered message on schedule event, with dynamic variables for job type/time.
3.19. ClickSend
• Feature: SMS Email to SMS Gateway
• Setting: Lead system sends email to special gateway address to deliver SMS confirmation.
3.20. Plivo
• Feature: SMS API
• Setting: On automated trigger, API call sends templated message to client-provided number.
Benefits
4.2. Reduces manual coordination workload; staff can focus on field operations.
4.3. Minimizes missed appointments by reminding and confirming with accuracy.
4.4. Enhances professional image and client satisfaction.
4.5. Easily audited, with proof of timely client engagement.