Sending catalog updates to prospective clients

Purpose

1.1. Ensure all prospective clients receive the latest air compressor catalog with timely product, pricing, or inventory updates, using fully automated workflows aligned to their preferred communication channel.
1.2. Enable sales and lead management by systematically distributing catalog versions to nurture prospects, respond to inquiries, and drive conversions.
1.3. Reduce manual input, eliminate human error, and support CRM-driven, personalized outreach for maximum engagement and tracking.

Trigger Conditions

2.1. New or updated catalog file is uploaded to a storage service or CRM.
2.2. Customer segment is flagged as needing the update (e.g., new lead, campaign launch, or scheduled update).
2.3. Explicit request from prospect (form, chatbot, or email inquiry).
2.4. Calendar-based triggers (monthly, quarterly updates).
2.5. Automation of catalog push when new products/inventory change are registered in ERP.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: "Programmable SMS" API; set recipient to prospect’s number; send catalog download link or announcement.
3.2. SendGrid
• Feature/Setting: “Mail Send” API; configure dynamic template with catalog PDF or product links.
3.3. Mailchimp
• Feature/Setting: “Campaign Create” and “Add List Member” API; auto-enroll prospects and trigger the campaign to the selected segment.
3.4. HubSpot
• Feature/Setting: “Workflows” & “Sequences”; use “Send Email” action with attached or linked catalog.
3.5. Salesforce
• Feature/Setting: "Process Builder" or "Flow Builder"; trigger "Send Email Alert" with catalog attachment.
3.6. Microsoft Outlook 365
• Feature/Setting: “Send Email (V2)” in Power Automate; auto-send catalog using standard body and recipient merge.
3.7. Slack
• Feature/Setting: “chat.postMessage” API; post catalog update in B2B channels or direct prospect messaging.
3.8. WhatsApp Cloud API
• Feature/Setting: “messages” endpoint; push update message with catalog PDF link.
3.9. Zoho CRM
• Feature/Setting: “Workflow Rules” with “Send Email” or “Schedule Mass Email” for tagged leads.
3.10. Google Workspace Gmail
• Feature/Setting: “Apps Script” or “Gmail API” to draft and send with dynamic attachment to labels/lists.
3.11. ActiveCampaign
• Feature/Setting: “Automation” to trigger catalog campaign for new contacts or segment changes.
3.12. Pipedrive
• Feature/Setting: “Deal Automation” triggers with “Send Email” once marked as ‘New Lead’, catalog attached.
3.13. Intercom
• Feature/Setting: “Outbound Messages” automation; catalog update sent when lead enters segment.
3.14. Drift
• Feature/Setting: “Playbooks”; send message or link when chatbot qualifies a compressor-category lead.
3.15. Freshsales
• Feature/Setting: “Workflow Automations” configured for catalog send email to all compressor prospects.
3.16. Constant Contact
• Feature/Setting: “Email Automation” for lists tagged with latest catalog interest.
3.17. Zapier
• Feature/Setting: “Multi-step Zap” with Email, SMS, Drive, or CRM — upload triggers email/in-app message.
3.18. Dropbox
• Feature/Setting: “File Request” for catalog, with share link distributed via connected app triggers.
3.19. Google Drive
• Feature/Setting: “New File in Folder” trigger pushes update via connected platforms (Gmail, Slack, etc).
3.20. Microsoft Power Automate
• Feature/Setting: “When file is created (OneDrive)/modified” action with “Send Email with Options” for catalog notices.

Benefits

4.1. Instant delivery: Catalogs reach clients as soon as they’re updated or uploaded.
4.2. Omnichannel: Supports prospect preference (email, SMS, chat, direct message, etc).
4.3. Personalization: Automates sender, message, and attachments per-client or segment for targeted engagement.
4.4. Auditability: Each trigger and send is logged; analytics possible for opens/clicks.
4.5. No manual handling: Reduces missed opportunities and staff workload.
4.6. Scalable: Handles any prospect list size without added administrative costs.