Automated follow-up emails/SMS for new inquiries

Purpose

1.1. Automate initial and subsequent follow-up communications, via email or SMS, to prospective customers who submit new inquiries for home appliance repair services.
1.2. Ensure prompt, consistent, and relevant engagement to maximize lead conversion, support timely scheduling, and reinforce brand professionalism.
1.3. Reduce manual labor, minimize missed follow-ups, segment communications for different inquiry types, and streamline appointment confirmation.

Trigger Conditions

2.1. A new lead is captured via online form, CRM, email, or call center integration.
2.2. No response from the customer within a given time (e.g., 1 hour, 24 hours).
2.3. Specific keywords in the inquiry (e.g., "urgent," "washing machine").
2.4. Lead status update (e.g., from "new" to "pending response").

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API; configure webhook trigger from form/CRM, use message template: “Hi [Name], thanks for contacting us…”

3.2. SendGrid
• Feature/Setting: Email API; automated transactional email setup with custom dynamic templates for service inquiries

3.3. Mailgun
• Feature/Setting: Messages API; triggered by webhook, send personalized follow-up email with scheduling link

3.4. Gmail API
• Feature/Setting: watch for new labeled leads, auto-reply with custom message template

3.5. Outlook Graph API
• Feature/Setting: Monitoring inbox for new lead emails, sending auto-responses through the mail/send endpoint

3.6. Slack
• Feature/Setting: Incoming webhooks; send internal notification prompts for manual follow-up if needed

3.7. HubSpot
• Feature/Setting: Workflow automation; use “Lead Enrollment” trigger with automated marketing email action

3.8. Salesforce
• Feature/Setting: Process Builder or Flows; auto-send email based on Lead record creation

3.9. Zoho CRM
• Feature/Setting: Workflow Rule; trigger "Send SMS" or "Send Email" when lead is created

3.10. Freshsales
• Feature/Setting: Workflow automations; configure rule for follow-up email/SMS on new lead

3.11. ActiveCampaign
• Feature/Setting: Automation builder; email/SMS follow-up configured to trigger “when contact is added”

3.12. Pipedrive
• Feature/Setting: Workflow Automation; trigger activity “send email/SMS” on new deal/lead entry

3.13. Intercom
• Feature/Setting: Automated Messages; triggered by new user/contact creation event

3.14. Customer.io
• Feature/Setting: Triggered Campaigns; automate SMS/email on specific user event

3.15. Klaviyo
• Feature/Setting: Flows builder, triggered by “filled form” or list entry, send follow-up

3.16. MessageBird
• Feature/Setting: Flow Builder; create SMS flow when webhook receives lead data

3.17. ActiveSMS
• Feature/Setting: API integration; send immediate SMS on POST with lead data

3.18. Infobip
• Feature/Setting: SMS API; initiate template-based SMS from CRM event

3.19. RingCentral
• Feature/Setting: SMS API; post to endpoint when webform completed, send auto-SMS to lead

3.20. Office365 (Power Automate)
• Feature/Setting: Automated cloud flow; when form entry is added, trigger Outlook send email action

3.21. Mandrill (Mailchimp)
• Feature/Setting: Transactional emails; POST webhook for follow-up after contact form submission

3.22. Plivo
• Feature/Setting: SMS API; webhook-based message automation for new lead notifications

Benefits

4.1. Accelerates lead response, enhancing conversion potential.
4.2. Enforces consistency in customer communication.
4.3. Supports scalability and efficient resource use.
4.4. Reduces manual errors and oversight in lead management.
4.5. Offers multi-channel (email/SMS) engagement for customer preference.
4.6. Facilitates tracking and reporting of follow-up effectiveness.
4.7. Integrates with scheduling systems to book appointments directly.
4.8. Personalizes content based on inquiry details to increase engagement.