Automated re-engagement of inactive leads

Purpose

1. To automate the identification and re-engagement of inactive leads for pond contractors, ensuring that leads which have not interacted with marketing, proposals, quotes, or follow-ups are automatically contacted to increase conversions.

2. Automates multi-channel re-engagement via SMS, email, calls, social, and ads, ensuring no lead is left behind and optimizing every touchpoint.

3. Designed for corporate-level pond contractors, streamlining marketing team workflows while leveraging automation to reclaim and nurture previously lost sales opportunities.

4. Integrates seamlessly with CRM, marketing platforms, and communication systems to ensure consistent, automated lead nurturing cycles.

5. Provides detailed automation analytics to optimize future re-engagement strategies.

Trigger Conditions

1. Lead marked as inactive in CRM for a defined inactivity threshold (e.g., 30 days without interaction).

2. No email, call, or meeting logged in CRM with the lead in set duration.

3. Automated analysis detects no activity in website visits or marketing campaign responses from lead.

4. Lead status updated to 'cold', 'lost', or 'unresponsive' triggers automation.

5. Pre-defined time-based automation rules (e.g., quarterly or annual campaigns targeting old leads).

Platform Variants

1. Twilio SMS

• Feature/Setting: Automates SMS drip campaigns; configure with Twilio Messaging API, setup messaging service, and phone number pool for outbound messages.
  

2. SendGrid

• Feature/Setting: Automates personalized email re-engagement using SendGrid Marketing Campaigns API; configure sender authentication and dynamic template data.
  

3. HubSpot

• Feature/Setting: Automated workflows in HubSpot CRM using Workflows API to trigger emails and tasks for sales to follow up; set contact property triggers.
  

4. Salesforce

• Feature/Setting: Automates re-engagement journeys via Salesforce Flow and Process Builder; configure automatable triggers based on Lead Status fields.
  

5. Mailchimp

• Feature/Setting: Automated abandoned lead email sequences; setup Customer Journey Builder and use segmentation APIs.
  

6. ActiveCampaign

• Feature/Setting: Automates email and SMS workflows; configure Automation Builder and API endpoint for contact engagement status.
  

7. Zoho CRM

• Feature/Setting: Use Zoho’s Workflow Rules and automation APIs to trigger emails/SMS on inactive lead status.
  

8. Pipedrive

• Feature/Setting: Automates workflow automation with Pipedrive’s Automations and API (leadStage filters for inactivity).
  

9. Marketo

• Feature/Setting: Automated engagement programs; use Program API and schedule smart campaigns for inactive leads.
  

10. Constant Contact

• Feature/Setting: Automates re-engagement email sequences via Triggered Email API and segmentation tools.
  

11. Keap

• Feature/Setting: Automated lead reactivation campaigns; setup in Campaign Builder and use REST API for lead inactivity.
  

12. Microsoft Power Automate

• Feature/Setting: Automates multi-channel sequences; configure Recurrence trigger and connect to Dynamics 365 or Outlook APIs for delivery.
  

13. Slack

• Feature/Setting: Automates internal team alerts using Slack API when leads go unengaged for X days.
  

14. Facebook Ads

• Feature/Setting: Automated custom audience creation from inactive leads exported via Facebook Marketing API.
  

15. Google Ads

• Feature/Setting: Automates retargeting of inactive leads with Google Ads API and Customer Match.
  

16. Intercom

• Feature/Setting: Automatically send targeted in-app or email messages with Intercom’s Series Automation and Conversations API.
  

17. WhatsApp Business API

• Feature/Setting: Automates WhatsApp messages to inactive leads; configure template messages via WhatsApp Cloud API.
  

18. Outreach.io

• Feature/Setting: Automates sequences for dormant leads; set triggers in Sequence Builder and leverage Outreach APIs.
  

19. Zendesk

• Feature/Setting: Automated ticket or follow-up creation for dormant leads using Zendesk Triggers and REST API.
  

20. G-Suite (Gmail API)

• Feature/Setting: Automates personalized follow-up email sequences using Gmail API with scheduled trigger from Google Apps Script.
  

21. Sharpspring

• Feature/Setting: Automated lead scoring resets and re-engagement campaigns; configure with Automation Rules and API endpoints for tracking inactivity.
  

22. Freshsales

• Feature/Setting: Automates workflow for re-engagement using Intelligent Workflows and REST APIs based on inactivity criteria.
  

23. Copper CRM

• Feature/Setting: Automates task assignment and re-engagement actions via Workflow Automations and Copper API.
  

24. Klaviyo

• Feature/Setting: Automates multi-channel reactivation flows; configure with Flows & Segments, triggered on inactivity event via API.
  

Benefits

1. Automatedly recovers lost sales and optimizes resource use by targeting only cold leads.

2. Automates multi-channel nurturing, increasing the chance of re-engagement.

3. Reduces manual workload by automating repetitive, time-sensitive communications.

4. Improves data accuracy and tracking with automated analytics and reporting.

5. Automates consistent customer experiences and strengthens brand perception.

6. Increases pipeline velocity by ensuring no leads are forgotten or lost.

End of automation outline.