Post-Sale & Customer SupportPurpose
1.2. Automated tracking of key service dates, automating reminders via multiple communication channels, reducing manual follow-up burden, and boosting client satisfaction with recurrent automations.
Trigger Conditions
2.2. Automated detection of sale closure tagged in CRM.
2.3. Automated customer signup in post-sale support system.
2.4. Uploaded warranty details containing automatable service intervals.
2.5. Status update from equipment or maintenance provider API.
Platform Variants
• Function: Automate sending SMS reminders via Programmable Messaging API.
• Setting: Configure automated flows to send templated SMS on schedule.
3.2. SendGrid
• Function: Automate transactional email reminders via Send API.
• Setting: Create dynamic templates, trigger via API on reminder date.
3.3. Outlook 365
• Function: Automate email events via Graph API or Power Automate.
• Setting: Deploy automated flows to send custom reminders and sync calendar.
3.4. Google Calendar
• Function: Automate calendar events for maintenance appointments.
• Setting: API integration for creating/removing recurring events.
3.5. Slack
• Function: Automate direct messages using Bot API.
• Setting: Configure scheduled or triggered bot reminders.
3.6. Microsoft Teams
• Function: Automate channel posts through Teams Bot or Connector API.
• Setting: Set up automated reminders to channels or users.
3.7. HubSpot
• Function: Automator triggers workflow campaigns for client reminders.
• Setting: Workflow automation using property close date.
3.8. Salesforce
• Function: Automate outbound emails via Process Builder/Flow Builder.
• Setting: Automator flow triggers on warranty end date.
3.9. Zoho CRM
• Function: Automated reminders using Zoho Deluge scripting.
• Setting: Scripted workflows on specific field changes.
3.10. Pipedrive
• Function: Automate activity creation and email reminders.
• Setting: Scheduler-powered automating reminders.
3.11. Mailchimp
• Function: Automated email journeys for post-sale nurturing.
• Setting: Trigger automated email series by imported contact and property tag.
3.12. Intercom
• Function: Automate chat and push notifications on web/apps.
• Setting: Automated schedule for maintenance messages.
3.13. ActiveCampaign
• Function: Automated automator for post-sale journey emails.
• Setting: Date-triggered automating campaigns.
3.14. Freshworks CRM
• Function: Automate contact sequences with reminders.
• Setting: Automated workflow using “date field reached” logic.
3.15. WhatsApp Business API
• Function: Automate template message delivery at set intervals.
• Setting: Scheduled API calls for warranty renewal reminders.
3.16. ClickSend
• Function: Automated SMS and email broadcast API.
• Setting: Configure REST API for batch notifications.
3.17. Zendesk
• Function: Automate ticket creation and email triggers for reminders.
• Setting: Workflow automation rules on asset expiry fields.
3.18. Asana
• Function: Automate reminder tasks and notifications.
• Setting: API scripting for timed task generation per client.
3.19. Monday.com
• Function: Automate board items and email notifications.
• Setting: Automation rules on date columns for reminders.
3.20. Airtable
• Function: Automate filtered views and scheduled automator notifications.
• Setting: Scripting blocks for automating custom workflow actions.
Benefits
4.2. Automate post-sale engagement, fostering client loyalty and agent professionalism.
4.3. Automating workflows reduces risk of missing warranty renewals or scheduled checks.
4.4. Enables multi-channel automation with diversified platforms to reach clients.
4.5. Effortlessly scales automator processes without increasing staff workload.
4.6. Enhances data-driven automatable insights for agent follow-ups and retention.