Automated follow-ups for inbound inquiries

Purpose

1. Automate personalized, timely follow-ups to inbound inquiry leads requesting air taxi services, ensuring no lead is neglected, speeding up response, improving conversion rates, tracking engagement, routing to sales, and maintaining compliance with industry standards.

2. Centralize inbound data from forms, emails, chat, and direct CRM entries.

3. Segregate and prioritize corporate leads for high-touch communication based on contact source, urgency, and service request type (route, capacity, timing).

4. Maintain full communication logs for compliance and analysis.

Trigger Conditions

1. New inbound inquiry received via website form, chatbot, landing page, or email.

2. CRM entry or support ticket created with status “new inquiry”.

3. API call registering a fresh lead with “air taxi” in interest tag.

4. Manual entry by sales triggering workflow initiation.

Platform Variants

1. Salesforce

• Trigger: New Lead Creation
  
• API: REST API / Streaming PushTopics
  
• Configuration: Create trigger for Lead object, send follow-up using Salesforce Flow, store response.
  

2. HubSpot

• Feature: Workflow Automation
  
• API: workflow/v1/workflows
  
• Configuration: On form submission, auto-send email, update contact timeline, apply follow-up tag.
  

3. Zendesk

• Trigger: New Ticket API / Support Triggers
  
• API: Tickets endpoint
  
• Configuration: New ticket triggers outbound email via macro and schedules reminder.
  

4. Intercom

• Trigger: New Conversation
  
• API: Conversations webhook
  
• Configuration: Inbound chat triggers auto-reply and follow-up sequence using Series.
  

5. Twilio

• Trigger: New SMS or Call
  
• API: Programmable Messaging, Programmable Voice
  
• Configuration: Receive SMS/call, send outbound SMS follow-up using Messaging Service.
  

6. SendGrid

• Trigger: Email Received/Event Webhook
  
• API: Inbound Parse Webhook, Send Mail API
  
• Configuration: Email triggers autoresponder, logs to CRM, schedules follow-up sequence.
  

7. Slack

• Feature: Workflow Builder
  
• API: Event Subscriptions, chat.postMessage
  
• Configuration: New mention or intake form triggers DM to lead and alerts sales team.
  

8. Microsoft Teams

• Feature: Power Automate
  
• API: Graph API
  
• Configuration: Form submission triggers Team notification and automated outbound message.
  

9. Freshdesk

• Trigger: New Ticket or Contact
  
• API: Tickets endpoint
  
• Configuration: Auto-acknowledge email, assign agent, set reminder.
  

10. Mailchimp

• Feature: Customer Journey
  
• API: Add contact to journey
  
• Configuration: New inquiry tag triggers onboarding & follow-up sequence.
  

11. Google Sheets

• Feature: Apps Script Automation
  
• API: Sheets API
  
• Configuration: New row in inquiry log triggers mail merge auto-response.
  

12. Pipedrive

• Feature: Workflow Automation
  
• API: Deals webhook
  
• Configuration: New deal triggers email/phone follow-ups and progress logging.
  

13. Zoho CRM

• Feature: Workflow Rules
  
• API: Leads endpoint
  
• Configuration: On lead creation, auto-send email/SMS via workflow, record activity.
  

14. Calendly

• Feature: Event Type Webhooks
  
• API: Scheduled Events Webhook
  
• Configuration: New booking/inquiry sends confirmation and follow-up sequence.
  

15. Typeform

• Feature: Webhooks
  
• API: Responses webhook
  
• Configuration: New form response starts follow-up through email integration.
  

16. Aircall

• Feature: Call Webhooks
  
• API: Calls endpoint
  
• Configuration: Missed/inbound call triggers SMS/email follow-up and call assignment.
  

17. Drift

• Feature: Playbooks
  
• API: Conversations endpoint
  
• Configuration: Website chat leads to automated follow-up via email/calendar prompt.
  

18. ActiveCampaign

• Feature: Automations
  
• API: contact/add & automations/trigger
  
• Configuration: Inquiry triggers multi-channel follow-up and CRM update.
  

19. Copper CRM

• Feature: Workflow Automation
  
• API: Leads API
  
• Configuration: New lead starts auto-email, task reminder for agent, and logs activity.
  

20. WhatsApp Business API

• Feature: Message Templates
  
• API: Send Message endpoint
  
• Configuration: New opt-in number receives preset follow-up and escalation options.
  

Benefits

1. Ensures all leads receive instant, consistent, and personalized responses.

2. Reduces manual labor for sales and marketing teams.

3. Centralizes communication logs for regulatory and analytics needs.

4. Responds across preferred client channels, improving engagement.

5. Increases lead conversion by reducing response times and maintaining persistence.

6. Enables segmentation, routing, and prioritization to optimize resource allocation.