Marketing & Lead GenerationPurpose
1.2. Schedule multi-touch outreach across email, SMS, and social to drive appointment bookings and increase conversion rates.
1.3. Provide relevant resources, testimonials, FAQs, and introductory offers to guide prospects from awareness to booking.
1.4. Segment leads by interest, channel, and referral source for custom nurture flows.
1.5. Track engagement and dynamically adapt further messaging to boost response likelihood.
Trigger Conditions
2.2. Lead added to CRM or email marketing list.
2.3. Initial consultation booked online.
2.4. Manual referral by staff via dashboard or email.
2.5. Social media contact or ad lead-gen form submission.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automations > Customer Journeys; set entry trigger to new subscriber and configure email sequence.
3.2. ActiveCampaign
• Feature/Setting: Automations > Start trigger “Subscribes to a list”; configure sequence of emails/SMS with goal actions.
3.3. HubSpot CRM
• Feature/Setting: Workflows > Contact enrollment trigger “Form submission”; branch logic and personalized emails.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; Entry Source as new Contact; configure multichannel steps.
3.5. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder; Lead Capture Form triggers nurture email/SMS.
3.6. Drip
• Feature/Setting: Workflows > Trigger by Tag “new lead”; schedule automated emails dripping value.
3.7. Twilio SMS
• Feature/Setting: Messaging > Programmable SMS API; trigger on new lead; send intro and appointment reminder messages.
3.8. SendGrid
• Feature/Setting: Marketing Campaigns > Automation; “New Contact” entry event and schedule nurture sequence.
3.9. Constant Contact
• Feature/Setting: Email Automation > Welcome Series; auto-send to new signups.
3.10. Klaviyo
• Feature/Setting: Flows > Trigger: added to list/segment; sequence of educational/offer emails.
3.11. Google Sheets (via API)
• Feature/Setting: On row append (new lead); trigger email using Gmail API.
3.12. Zendesk Sell
• Feature/Setting: Triggers & Automations; new lead action initiates drip via integration.
3.13. Zoho CRM
• Feature/Setting: Workflow Rules; Lead Created triggers custom email/SMS templates.
3.14. Pipedrive
• Feature/Setting: Automations; “New Lead Added” triggers sequence via connected marketing tool.
3.15. Facebook Lead Ads
• Feature/Setting: Webhook on new lead; trigger nurture in linked mailer platform.
3.16. Intercom
• Feature/Setting: Series; new contact starts personalized message journey.
3.17. Wix Automations
• Feature/Setting: Form Submission trigger; configure automated email/text series.
3.18. Squarespace Email Campaigns
• Feature/Setting: Automation on Newsletter Signup; send scheduled welcome emails.
3.19. GHL (GoHighLevel)
• Feature/Setting: Campaigns > Add contact on form or chat trigger; schedule multichannel follow-ups.
3.20. Omnisend
• Feature/Setting: Automation Workflows; trigger by signup; drip sequence of promotional/educational emails.
3.21. GetResponse
• Feature/Setting: Marketing Automation > On-Subscribe Trigger; configure nurturing messages and timing.
3.22. Moosend
• Feature/Setting: Automation > Triggered by new subscriber; send progressive nurture newsletters.
3.23. SharpSpring
• Feature/Setting: Visual Workflow Builder; trigger on form fill or contact import; timed message series.
Benefits
4.2. Reduces manual workload and human follow-up errors.
4.3. Provides fast, consistent follow-up for every lead, maximizing potential bookings.
4.4. Segments and personalizes messaging for relevance and improved engagement.
4.5. Enables detailed tracking and analytics for continuous optimization of nurture content and timing.