Distribution of welcome packs to leads

Purpose

1.1. Automate the process of sending detailed welcome packs (digital documents, resource links, introductory messages) to new leads in aircraft rental, ensuring immediate engagement, brand consistency, and improved conversion rates.
1.2. Streamline onboarding for prospective clients, reduce manual tasks, provide valuable introductory information, and collect feedback efficiently.
1.3. Integrate across email, SMS, CRM, cloud storage, and document platforms to distribute personalized content promptly and track delivery/engagement.

Trigger Conditions

2.1. New lead captured via website form, CRM entry, phone call, or integrated booking platform.
2.2. Lead data includes verified contact method (email/phone).
2.3. Lead source matches marketing, referral, or paid campaign channels.

Platform Variants

3.1. Twilio SMS
- Feature: Programmable Messaging API.
- Configure: SendPackWelcomeSMS(to=lead_phone, message=url_to_pack).

3.2. SendGrid
- Feature: Send Email API v3.
- Configure: POST /mail/send with dynamic_template_data including pack_attachment.

3.3. Mailchimp
- Feature: Automated email campaigns.
- Configure: Trigger journey "Send Welcome Pack" on contact addition.

3.4. HubSpot
- Feature: Workflows for contact-based triggers.
- Configure: Workflow – “Lead Enters List” → Send Welcome Pack email.

3.5. Salesforce
- Feature: Process Builder/Flow Automation.
- Configure: On Lead Creation → Email Alert: Welcome Pack.

3.6. Zoho CRM
- Feature: Workflow Automation Rules.
- Configure: On new lead, trigger “Send Welcome Pack” email template.

3.7. ActiveCampaign
- Feature: Automation builder.
- Configure: “Lead added” triggers Welcome Email + resource links.

3.8. Slack
- Feature: Incoming Webhooks.
- Configure: Notify internal channel on send event via webhook.

3.9. Google Drive
- Feature: File sharing and permission APIs.
- Configure: Auto-create shareable link; message lead with it.

3.10. Dropbox
- Feature: File sharing API.
- Configure: Generate view-only link; insert in SMS/email to lead.

3.11. OneDrive
- Feature: File sharing | Graph API.
- Configure: Auto-generate link and log activity.

3.12. DocuSign
- Feature: Envelope creation API.
- Configure: Send welcome pack requiring e-signature on receipt.

3.13. PandaDoc
- Feature: Document send automation API.
- Configure: Send custom landing pack when new lead arrives.

3.14. WhatsApp Business API
- Feature: Send Message Endpoint.
- Configure: Push welcome pack link via WhatsApp.

3.15. Intercom
- Feature: Automated Messaging.
- Configure: Send custom in-app greeting containing welcome material.

3.16. Pipedrive
- Feature: Automation “Smart Contact Data.”
- Configure: On lead create → email/sms sequence triggered.

3.17. MailerLite
- Feature: Automation Workflow.
- Configure: Send “Welcome Sequence” on lead form submission.

3.18. Marketo
- Feature: Triggered Based Email Campaigns.
- Configure: On form fill, send welcome assets.

3.19. Microsoft Power Automate
- Feature: Automated workflow on CRM event.
- Configure: When new Record Created → Send Welcome Email via Outlook.

3.20. Calendly
- Feature: Integrations with email/SMS.
- Configure: On event scheduled, auto-send welcome material.

3.21. Zapier
- Feature: Immediate multi-step workflow.
- Configure: New Lead → Email, SMS and internal notification.

3.22. AirTable
- Feature: Automations on table change.
- Configure: Record added → send welcome resource via preferred channel.

3.23. GMail API
- Feature: Send Message.
- Configure: POST /gmail/v1/users/me/messages/send with welcome pack.

3.24. Amazon SES
- Feature: SendTemplatedEmail.
- Configure: Email with attached or linked welcome resources.

Benefits

4.1. Consistent and professional first impression for all new leads.
4.2. Accelerated lead engagement and onboarding speed.
4.3. Reduce manual workload on marketing and sales teams.
4.4. Improved tracking and analytics of pack delivery and engagement.
4.5. Multi-channel coverage ensures message reaches each lead via their preferred medium.