Automated notification of marketing performance/report distribution

Purpose

1.1. Automate the process of compiling, analyzing, and distributing marketing performance reports to teams or stakeholders in HVAC wholesale businesses.
1.2. Deliver critical KPIs, campaign analytics, ROI, and lead generation activity summaries without manual intervention.
1.3. Ensure stakeholders receive timely notifications by email, SMS, instant messaging, dashboards, or file attachments.
1.4. Enable recurring, event-based, or ad-hoc reporting to measure campaign success and adapt marketing strategy.

Trigger Conditions

2.1. Scheduled: e.g., daily, weekly, monthly report delivery.
2.2. Event-based: e.g., campaign finalization, KPI threshold met/exceeded, analytics update.
2.3. Manual: trigger via button, CRM entry, or workflow action.
2.4. Data Source Change: e.g., new metrics available in a marketing platform.

Platform Variants

3.1. Mailchimp
• Feature: Campaign Reports API; sample: select audience, fetch campaign stats, trigger report email.
3.2. HubSpot
• Feature: Marketing Email API; sample: configure endpoint to get engagement stats and distribute via workflow.
3.3. Salesforce Marketing Cloud
• Feature: REST API/Reports; sample: automate report export, email to distribution list.
3.4. Google Analytics
• Feature: Analytics Reporting API v4; sample: pull performance metrics, push summaries via email.
3.5. Microsoft Power Automate
• Feature: Scheduled Cloud Flow; sample: generate report, send via Teams/Outlook.
3.6. Twilio
• Feature: Programmable SMS/Notify; sample: trigger SMS notification for new reports.
3.7. Slack
• Feature: Incoming Webhooks/Chat.postMessage; sample: post report summaries to a Slack channel.
3.8. SendGrid
• Feature: Mail Send API; sample: automate report attachment delivery to email lists.
3.9. Zapier
• Feature: Multi-step Zaps; sample: connect CRM & email, auto-send reports.
3.10. ActiveCampaign
• Feature: Automation Builder/API; sample: trigger campaign report email on KPI change.
3.11. Pipedrive
• Feature: Deals API; sample: on stage change, send marketing performance.
3.12. Trello
• Feature: Power-Ups/Webhooks; sample: post automated report cards to boards.
3.13. Google Sheets
• Feature: Google Sheets API/Triggers; sample: update data, auto-generate and email report.
3.14. Notion
• Feature: API Integration; sample: push report pages, notify via integrated tools.
3.15. Airtable
• Feature: Automations/Scripting; sample: trigger report build and share links or attachments.
3.16. Asana
• Feature: Webhooks, Project Updates; sample: post updates when performance report is available.
3.17. Zoho CRM
• Feature: Workflow/Email Notifications; sample: send campaign status and reports.
3.18. Freshsales
• Feature: Automation Rules; sample: distribute reports on lead status change.
3.19. Dropbox
• Feature: File Request/API; sample: share downloadable report links automatically.
3.20. Microsoft Teams
• Feature: Connector/Messaging Extensions; sample: push reports or cards to a channel.
3.21. Monday.com
• Feature: Automations/API; sample: update items with new performance data, notify team.
3.22. Discord
• Feature: Webhooks; sample: post report summaries to a dedicated channel.
3.23. Brevo (formerly Sendinblue)
• Feature: Transactional Email API; sample: automate campaign report delivery.
3.24. ClickUp
• Feature: Automations; sample: auto-create tasks or notify on new report availability.

Benefits

4.1. Reduces manual effort, saving time and resources.
4.2. Increases consistency and accuracy of reporting.
4.3. Ensures timely, reliable stakeholder communication.
4.4. Enhances responsiveness to marketing outcomes.
4.5. Facilitates data-driven decisions through instant access to KPIs.