Purpose
1.2. Ensure no lead is overlooked by implementing consistent, repeatable outreach workflows for new inquiries, showroom visitors, online form fillers, or phone prospects.
1.3. Allow targeted messaging for product recommendations, promotions, educational content, or reminders, based on buyer interaction history.
Trigger Conditions
2.2. Email or phone inquiry logged in CRM.
2.3. In-store visit captured with POS or digital check-in.
2.4. Expression of interest on social media direct messages or comments.
2.5. Product added to cart but not purchased within set period (e.g., 48 hours).
2.6. Follow-up after sales appointment or quote sent.
2.7. Specific tags or deal stage updated in CRM system.
2.8. Online catalog/share request submitted.
Platform Variants
• Feature/Setting: "Customer Journeys" automation with "Signup trigger" and email series configuration.
3.2. SendGrid
• Feature/Setting: "Automated Email Templates" via API v3/send + Event Webhooks for triggers.
3.3. HubSpot
• Feature/Setting: "Workflows" → "Lead Nurturing" with enrollment from new contact or deal status.
3.4. Salesforce
• Feature/Setting: "Process Builder" or "Flow Builder" configured for Opportunity status change.
3.5. Zoho CRM
• Feature/Setting: "Workflow Rules" and "Email Alerts" on lead update.
3.6. ActiveCampaign
• Feature/Setting: "Automations" triggered by tag added/form filled.
3.7. Klaviyo
• Feature/Setting: "Flow" – triggered on list segment entry.
3.8. Microsoft Power Automate
• Feature/Setting: "When a form is submitted" → "Send Email (Outlook)".
3.9. Constant Contact
• Feature/Setting: "Autoresponder Series" triggered by list add.
3.10. Pipedrive
• Feature/Setting: "Workflow Automations" when deal moved to stage.
3.11. Drip
• Feature/Setting: "Workflow" – event-based trigger on subscriber activity.
3.12. Keap (Infusionsoft)
• Feature/Setting: "Campaign Builder" with trigger event tag or form.
3.13. Marketo
• Feature/Setting: "Smart Campaigns" – 'Lead is Created' trigger.
3.14. Intercom
• Feature/Setting: "Outbound Messages" journey with user tag/behavior trigger.
3.15. Copper CRM
• Feature/Setting: "Automations" – when Person created or updated.
3.16. Gmail (via Google Apps Script or API)
• Feature/Setting: Script triggers "onFormSubmit", sends personalized draft.
3.17. Freshsales
• Feature/Setting: "Workflow Automation" rule for lead action.
3.18. Insightly
• Feature/Setting: "Workflow Automation", outbound email on lead update.
3.19. MailerLite
• Feature/Setting: "Automation" – subscriber joins group.
3.20. Gmelius
• Feature/Setting: "Sequences" triggered on received label or folder.
Benefits
4.2. Supports scalable lead nurturing without extra manual workload.
4.3. Enables personalized messaging based on specific buyer actions or interests.
4.4. Reduces human error and follow-up gaps.
4.5. Aggregates engagement analytics for ongoing sales optimization.