Lead Management & Student OnboardingPurpose
1.2. Automated reminders mitigate human error, streamline real estate school conversions, and enforce consistent lead management.
1.3. Automating regular follow-ups sustains timely communication, improves inquiry-to-registration rates, and delivers a uniform admissions experience.
1.4. The automation system triggers at defined intervals, leveraging education CRM activity data to cue reminders across multiple channels.
Trigger Conditions
2.2. Lead status remains “contacted,” “pending,” or “not reached out” for set durations (e.g., 24h, 48h, 72h).
2.3. Scheduled intervals based on last interaction timestamp in real estate training portal.
2.4. Missed or incomplete follow-up workflow, detected via automated system checks.
2.5. Custom triggers, e.g., lead score threshold or abandonment of online registration.
Platform Variants
3.1. Salesforce
• Feature/Setting: Process Builder automation—configure scheduled actions to notify admissions staff post-lead creation.
3.2. Microsoft Power Automate
• Feature/Setting: "Scheduled cloud flow"—automatically emails reminders based on CRM database records.
3.3. HubSpot
• Feature/Setting: Workflow automation—set up "Lead follow-up" sequences with time-based reminders.
3.4. Monday.com
• Feature/Setting: Automate reminder "notification" to a board owner when a lead status column is stagnant.
3.5. Zoho CRM
• Feature/Setting: Workflow rules—use “scheduled action” to trigger email/SMS for pending leads.
3.6. ActiveCampaign
• Feature/Setting: Automation builder—creates reminders based on triggers like uncontacted leads.
3.7. Trello
• Feature/Setting: Butler automation—scheduled card due date reminders for admissions tasks.
3.8. Slack
• Feature/Setting: Scheduled messages via Slackbot or API for admissions channels.
3.9. Gmail
• Feature/Setting: Google Apps Script—automatically sends email reminders based on Google Sheet or CRM updates.
3.10. Outlook
• Feature/Setting: Power Automate "Scheduled Flow"—sends scheduled follow-up email reminders.
3.11. Asana
• Feature/Setting: Rule-based automation to trigger reminders on incomplete admissions tasks.
3.12. Twilio SMS
• Feature/Setting: Automated SMS reminders via Messaging API using scheduled triggers from CRM data.
3.13. SendGrid
• Feature/Setting: Automated schedule-based transactional email reminders using the SendGrid API.
3.14. Pipedrive
• Feature/Setting: Workflow Automation—“Deal stagnant” triggers automated reminders for recruiters.
3.15. ClickUp
• Feature/Setting: Automation—schedule reminders with status and due date change as triggers.
3.16. Intercom
• Feature/Setting: Automated follow-up messages using time delays in custom bots for admissions queries.
3.17. Google Calendar
• Feature/Setting: API automated event invitations/reminders to admissions tasks; recurring scheduled triggers.
3.18. Mailgun
• Feature/Setting: Automatedly send follow-up emails on a time-delay after lead intake.
3.19. Notion
• Feature/Setting: Automated reminders in databases for uncompleted lead onboarding steps.
3.20. Airtable
• Feature/Setting: Automator “Send email/SMS” action from overdue leads view using scheduled triggers.
3.21. Freshdesk
• Feature/Setting: Automates ticket status reminders to agents using SLA rules and time-triggered actions.
3.22. SMSGlobal
• Feature/Setting: Scheduled SMS API automates reminders based on CRM pipeline status.
Benefits
4.2. Minimizes manual follow-ups; automated reminders prevent lead drop-off.
4.3. Automates workflow compliance, guaranteeing consistent admissions practices.
4.4. Reduces administrative overhead, freeing staff for incentivized activities.
4.5. Enables scalable, automated new student onboarding processes adaptable as business grows.
4.6. Improves responsiveness and relationship building via automating multi-channel outreach.