Marketing and CommunicationsPurpose
1.2. Ensure timely communication and follow-up with every inquiry, minimizing manual effort while collecting behavioral data for further segmentation and targeted outreach.
1.3. Provide ongoing value through industry-specific educational content, technical datasheets, inventory updates, and success stories tailored to the metals sector.
Trigger Conditions
2.2. Inbound email or phone inquiry registered in CRM.
2.3. Manual entry or batch import of leads into lead management database.
Platform Variants
• Feature: Process Builder — configure trigger on ‘Lead Created’ event, action: enqueue journey email sequence.
3.2. HubSpot
• Feature: Workflows — automatic nurture sequence fired on new contact with “Lead” lifecycle stage.
3.3. Zoho CRM
• Feature: Blueprint builder — create a series of follow-up email actions based on contact status.
3.4. Pipedrive
• Feature: Smart Contact Data — trigger ‘Lead-in’ automations, send nurture email set via integration.
3.5. Mailchimp
• Feature: Automations — configure journey for “New Subscriber” tag, set email series and timing.
3.6. ActiveCampaign
• Feature: Automations — trigger by list entry or form submission, set email and follow-up tasks.
3.7. Marketo
• Feature: Smart Campaigns — trigger flow: “Added to List” with emails and wait steps.
3.8. Pardot
• Feature: Engagement Studio — program starts on lead creation, nurtures via scheduled emails.
3.9. Sendinblue
• Feature: Marketing Automation — build workflow triggered by contact property or event.
3.10. Klaviyo
• Feature: Flows — create “Welcome Series” triggered by segment membership.
3.11. Drip
• Feature: Workflows — trigger by custom event (e.g. “B2B Wholesale Lead”), sequence nurture actions.
3.12. Customer.io
• Feature: Campaigns — kickoff triggered by “Lead Added” event API.
3.13. Twilio SMS
• Feature: Studio Flow — start flow when CSV import or webhook receives new lead, text follow-ups.
3.14. Vonage (Nexmo)
• Feature: SMS API — send templated onboarding sequence on webhook or CRM trigger.
3.15. WhatsApp Business API
• Feature: Message API — dispatch nurture messages post opt-in via server trigger.
3.16. Intercom
• Feature: Series — automatically send targeted in-app or email messages to new B2B leads.
3.17. Slack
• Feature: Incoming Webhooks or Workflow Builder — post new lead notifications to sales channels and assign next actions.
3.18. Microsoft Teams
• Feature: Power Automate — trigger flow on new CRM lead, notify sales team, track engagement.
3.19. Shopify Plus B2B
• Feature: Flow Builder — on new account, trigger onboarding emails and offer messages.
3.20. Google Sheets
• Feature: Apps Script/Webhook — on new row (lead), send to connected email/SMS platforms for nurture.
3.21. Outlook 365
• Feature: Power Automate — on message from lead or form, launch multistep follow-up sequence.
3.22. Zapier
• Feature: Multi-step zap — detects new leads in CRM or sheet, queues emails or SMS nurture actions.
3.23. Make (Integromat)
• Feature: Scenario builder — create flow watching new lead feeds, triggering emails or webhook SMS.
Benefits
4.2. Standardizes lead follow-up, ensuring no potential customer is overlooked.
4.3. Reduces manual workload for sales and marketing staff, freeing time for high-value tasks.
4.4. Enables advanced segmentation and personalization based on behavior, increasing relevance of communication.
4.5. Strengthens brand positioning as responsive and professional, increasing wholesale conversion rates.
4.6. Collects data on engagement for optimization of messaging and campaign strategy.