Marketing and Relationship ManagementPurpose
1.2. Capture, track, and manage sample demands for aluminum frames efficiently.
1.3. Integrate sample requests with CRM, inventory, marketing, and logistics systems.
1.4. Auto-notify stakeholders and initiate fulfillment, tracking, and feedback loops.
1.5. Reduce manual errors, expedite responses, and enhance prospect engagement.
Trigger Conditions
2.2. Email received with “sample request” subject.
2.3. Chatbot, WhatsApp, or SMS inquiry flagged as sample request.
2.4. Inbound call logged with specific request type in call notes.
2.5. CRM opportunity tagged as “Requesting Sample.”
2.6. Marketing campaign CTA clicked (sample offer).
2.7. Trade show lead entered with sample interest.
Platform Variants
3.1. Google Forms
• Feature/Setting: New form submission trigger via Google Forms API.
• Configuration: Connect to sample request form, push entry data to target systems.
3.2. Salesforce CRM
• Feature/Setting: New lead/opportunity API, Workflow Rules.
• Configuration: Auto-create “Sample Request” task on specific field entry.
3.3. HubSpot
• Feature/Setting: Form submission API, Workflow Automation.
• Configuration: Trigger workflows from sample request forms, assign owners.
3.4. Microsoft Dynamics
• Feature/Setting: Custom workflows, Plugin Registration API.
• Configuration: Trigger sample request process by lead stage update.
3.5. Twilio SMS
• Feature/Setting: Incoming SMS webhook.
• Configuration: Capture “Sample” keyword, push data to process flow.
3.6. SendGrid
• Feature/Setting: Inbound Parse Webhook.
• Configuration: Route emails with subject “Sample Request” to automation.
3.7. Intercom
• Feature/Setting: Custom bot workflow, API triggers.
• Configuration: Flag and route sample interest from website chat.
3.8. WhatsApp Business API
• Feature/Setting: Incoming message webhook.
• Configuration: Filter for “Sample” and trigger request workflow.
3.9. Typeform
• Feature/Setting: Webhook notification on form completion.
• Configuration: Direct integration with fulfillment system.
3.10. Zoho CRM
• Feature/Setting: Blueprint automation, Webhooks.
• Configuration: Create and move sample requests through custom states.
3.11. Monday.com
• Feature/Setting: Incoming form automation, API item creation.
• Configuration: Automatic board item for sample requests.
3.12. Airtable
• Feature/Setting: New record trigger, Automations API.
• Configuration: Create log for every sample inquiry.
3.13. Slack
• Feature/Setting: Slash command workflow, Incoming webhook.
• Configuration: Allow sales team to log ad hoc sample requests.
3.14. Shopify
• Feature/Setting: Order API, Custom product for sample.
• Configuration: Create zero value order for samples.
3.15. Mailchimp
• Feature/Setting: Campaign API, Tag automation.
• Configuration: Target interested contacts post-request.
3.16. Trello
• Feature/Setting: Card creation via API.
• Configuration: Board lane for pending sample deliveries.
3.17. Asana
• Feature/Setting: Task creation webhook.
• Configuration: Assign sample dispatch as task.
3.18. SAP
• Feature/Setting: Workflow and Business Rules engine.
• Configuration: Auto-generate sample order in the inventory ledger.
3.19. Microsoft Outlook
• Feature/Setting: Rule-based forwarding, Graph API.
• Configuration: Forward or parse emails requesting samples.
3.20. DocuSign
• Feature/Setting: Template API, Envelope automation.
• Configuration: Auto-send terms/agreements for sample recipients.
Benefits
4.2. Real-time tracking and notification at every stage.
4.3. Seamless data capture into core platforms.
4.4. Minimize manual input, reducing chances of errors.
4.5. Enable marketing follow-up and assisted sales nurturing.
4.6. Holistic visibility for sales, warehouse, and management teams.