Marketing & PromotionsPurpose
1.2. Automates sourcing, initial contact, proposal sending, scheduling, follow-up messages, and campaign tracking for marketing and brand awareness campaigns.
1.3. Ensures contacts are managed, follow-ups are timely, interactions are logged, and engagement is tracked for analytics and ROI reporting.
Trigger Conditions
2.2. Scheduled campaign launch date is reached.
2.3. Manual trigger from marketing manager for urgent campaigns.
2.4. Automated trigger from social media listening tool identifying new target influencers.
2.5. Inbound influencer application form submitted on website.
Platform Variants
3.1. HubSpot CRM
• Feature/Setting: Automated workflow to trigger influencer nurture emails and task assignments.
• Sample Configuration: Configure Workflow → Trigger: New influencer contact → Action: Send sequence template & assign task.
3.2. Salesforce
• Feature/Setting: Process Builder automates follow-up task creation and campaign tracking.
• Sample Configuration: Process: Contact Added → Action: Email + Task + Update Campaign Status.
3.3. Mailchimp
• Feature/Setting: Automated campaign for influencer onboarding and nurture emails.
• Sample Configuration: Customer Journey → Enrol list → Predefined sequence: Welcome, Follow-up, Feedback.
3.4. ActiveCampaign
• Feature/Setting: Automation builder for outreach, reminders, and response logging.
• Sample Configuration: Trigger: Tag assigned “Influencer” → Send campaign → Wait → Auto reminder if no reply.
3.5. Gmail API
• Feature/Setting: Automated email sending and tracking for influencer outreach.
• Sample Configuration: Use Gmail API `users.messages.send` endpoint with custom template and tracking tag.
3.6. Outlook API
• Feature/Setting: Schedule emails and auto follow-ups via Microsoft Graph API.
• Sample Configuration: `POST /me/sendMail` for outreach, with auto response tracking.
3.7. Twilio SMS
• Feature/Setting: Automated SMS follow-ups to influencers for urgent responses.
• Sample Configuration: Set up programmable SMS, trigger on status “no reply 3 days”.
3.8. Slack
• Feature/Setting: Automated channel notifications for team when influencer replies or tasks need manual action.
• Sample Configuration: Slack Incoming Webhooks for new replies or campaign updates.
3.9. LinkedIn API
• Feature/Setting: Automate direct outreach and message sequencing to LinkedIn influencer prospects.
• Sample Configuration: Use Messaging API, automate InMail after connection is accepted.
3.10. Instagram Graph API
• Feature/Setting: Automates DMs and tracks influencer response status.
• Sample Configuration: Use DM endpoint for verified business accounts, trigger automated sequence.
3.11. Facebook Messenger API
• Feature/Setting: Automated message outreach via Messenger platform.
• Sample Configuration: Send API to push custom script, automate reply triggers.
3.12. SendGrid
• Feature/Setting: Automated email campaigns with open/click tracking for influencer proposals.
• Sample Configuration: Transactional Templates with dynamic data, webhook for reply detection.
3.13. Zapier
• Feature/Setting: Cross-platform automations (e.g., new CRM contact triggers multi-channel outreach).
• Sample Configuration: Trigger: New spreadsheet row → Actions: Send email, log CRM task, post to Slack.
3.14. Airtable
• Feature/Setting: Automates database updates, status changes, and workflow triggers.
• Sample Configuration: Automations: Status changes to “Outreach Sent” → Trigger follow-up after X days.
3.15. Calendly
• Feature/Setting: Automated scheduling workflow for influencer calls or meetings.
• Sample Configuration: Calendly event booked → Follow-up confirmation & next steps.
3.16. Google Sheets API
• Feature/Setting: Automates influencer pipeline management and triggers workflow events.
• Sample Configuration: Apps Script/Sheet event → Trigger outreach or escalate follow-up on “Stale” status.
3.17. Notion API
• Feature/Setting: Automates updates to influencer collaboration boards and status tracking.
• Sample Configuration: Automated update on “Deal Progress” properties, triggers workflow.
3.18. Pipedrive
• Feature/Setting: Automated deal stages for influencer pipeline and notification triggers.
• Sample Configuration: Workflow automations to send templated emails and auto-progress deals.
3.19. Trello
• Feature/Setting: Automates card creation and movement in influencer outreach workflow.
• Sample Configuration: Butler automation: Card moved to “Outreached” → Wait → Reminder if “No Reply”.
3.20. Typeform
• Feature/Setting: Automates intake of influencer applications and triggers onboarding sequence.
• Sample Configuration: Form submit → Webhook triggers outreach workflow in CRM/email.
3.21. Lemlist
• Feature/Setting: Automated cold email sequencing for influencer outreach.
• Sample Configuration: Campaign → Add influencer list → Schedule drips and automated follow-ups.
3.22. Sprout Social
• Feature/Setting: Automates social influencer monitoring and outreach from platform inbox.
• Sample Configuration: Automated rule on mention detected → Send DM/Track for follow-up.
3.23. Monday.com
• Feature/Setting: Automated workflow for influencer campaign management and follow-up reminders.
• Sample Configuration: Automation: Status = “Awaiting Reply” for 7 days → Trigger email, Slack notification.
Benefits
4.2. Ensures automated, consistent follow-up for higher response/engagement rates.
4.3. Automator synchronizes data between CRM, email, social, and messaging systems.
4.4. Reduces manual errors, delays, and lost influencer engagement opportunities via full automation.
4.5. Enables campaign analytics and ROI measurement through integration of automatable tracking tools.
4.6. Automating campaign workflows increases marketing team productivity and speeds up go-to-market for promotional efforts.
4.7. Creates an automated loop for continuous outreach, follow-up, and reporting suitable for rapid-growth marketing environments.