Follow-up automation for unconverted leads

Purpose

1.1. Automate multi-channel follow-up with leads who did not convert after their RV inspection inquiry.
1.2. Deliver automated reminders, alerts, and nurtures to increase conversions via email, SMS, voice, or CRM messaging.
1.3. Reduce manual follow-up workload for marketing teams and close more deals automatically.
1.4. Trigger highly targeted, automatable campaigns based on lead inactivity, failed bookings, or incomplete forms.
1.5. Provide analytics for automated lead touchpoints to optimize marketing ROI and fine-tune outreach cadences.

Trigger Conditions

2.1. Automatedly detect leads who requested info but have not booked services within a set time frame (e.g., 48 hours).
2.2. Automate follow-ups if an inspection quote was sent but not accepted.
2.3. Automate actions when lead email was opened but no reply was received.
2.4. Automate triggers from CRM status change or custom pipeline field updates.

Platform Variants

3.1. Twilio SMS
• Feature: Automated SMS Message API
• Sample Config: Automate sending delayed messages on lead inactivity using Conversations API.
3.2. SendGrid
• Feature: Automated Email API
• Sample Config: Trigger transactional emails from automator using Marketing Campaigns endpoint.
3.3. HubSpot
• Feature: Workflow Automation
• Sample Config: Automate sequences using Deal Stage trigger and Workflows.
3.4. Mailchimp
• Feature: Customer Journeys
• Sample Config: Create automatable post-form-submission automation that sends targeted emails.
3.5. Salesforce
• Feature: Process Builder/Flow Automation
• Sample Config: Automate follow-up tasks for "Open Lead" status.
3.6. ActiveCampaign
• Feature: Automated Email Sequence
• Sample Config: Set automatic follow-up emails based on custom tags/events.
3.7. Zoho CRM
• Feature: Workflow Rules
• Sample Config: Automate lead reminders with field update or time-based triggers.
3.8. Pipedrive
• Feature: Automations (Workflow Automation)
• Sample Config: Auto-send templated emails if lead is stagnant for X days.
3.9. Google Sheets
• Feature: Apps Script Trigger
• Sample Config: Automatically detect stale leads and flag for automated outreach.
3.10. Calendly
• Feature: Workflow Integrations
• Sample Config: If inspection not scheduled, automate sending reminder emails.
3.11. Gmail
• Feature: Auto-Responder & Filters
• Sample Config: Automated reply if no response within specified timeframe.
3.12. Slack
• Feature: Incoming Webhook
• Sample Config: Automate notifications to sales channels for unconverted leads.
3.13. Intercom
• Feature: Behavioral Email Automation
• Sample Config: Automate messages triggered by inactivity or event tracking.
3.14. Drip
• Feature: Email Sequences
• Sample Config: Automated drip messaging when lead stagnates.
3.15. Constant Contact
• Feature: Automated Series
• Sample Config: Automate post-signup lead nurturing series.
3.16. Keap (Infusionsoft)
• Feature: Campaign Builder
• Sample Config: Automated follow-up tasks on unconverted inspection leads.
3.17. Microsoft Power Automate
• Feature: Automated Workflows
• Sample Config: Detect and automate follow-up task creation in Outlook/CRM.
3.18. WhatsApp Business API
• Feature: Automated Messaging
• Sample Config: Automate WhatsApp reminders via messaging endpoint.
3.19. Facebook Messenger
• Feature: Messenger API
• Sample Config: Automated follow-up messages for stale leads.
3.20. Kixie
• Feature: Automated PowerDialer
• Sample Config: Schedule and automate follow-up calls for no-response leads.

Benefits

4.1. Automates repetitive follow-up, improves conversion rate, and increases efficiency.
4.2. Automated reminders and nurturing strengthen marketing campaigns.
4.3. Omnichannel automation reaches leads on preferred platforms.
4.4. Data-driven automator workflows allow lead behavior analysis and campaign optimization.
4.5. Ensures no lead is forgotten, maximizing revenue from automatable opportunities.