Scheduling and confirmation of test drives

Purpose

1.1. Automate the end-to-end process of scheduling and confirming test drives for prospective Alfa Romeo buyers.
1.2. Collect lead details, offer selectable time slots, validate availability, send confirmations and reminders, and synchronize updates across teams and systems.
1.3. Reduce manual staff intervention, minimize scheduling errors, and increase customer satisfaction through real-time, multi-channel engagement.

Trigger Conditions

2.1. Web form submission requesting a test drive.
2.2. Inbound call, email, or SMS enquiry about Alfa Romeo test drives.
2.3. Lead captured from third-party auto portals or CRM.
2.4. Event signup (car show, promotional event, etc.).

Platform Variants

3.1. Google Calendar API
- Feature/Setting: Insert Event API; auto-create dealer event with test drive details.

3.2. Microsoft Outlook Calendar API
- Feature/Setting: Calendar.CreateEvent endpoint; synchronize test drive slots with dealer calendars.

3.3. Salesforce Sales Cloud
- Feature/Setting: Lead object with Process Builder/Flow; auto-generate task and send confirmation.

3.4. HubSpot CRM
- Feature/Setting: Meetings API; publish bookable time slots and capture lead preferences.

3.5. Twilio SMS
- Feature/Setting: Programmable Messaging API; send slot confirmation, reminders, and two-way SMS updates.

3.6. SendGrid
- Feature/Setting: Transactional Email API; send test drive confirmations, directions, and rescheduling links.

3.7. Calendly
- Feature/Setting: Webhooks; automate test drive scheduling and trigger CRM entry.

3.8. Acuity Scheduling
- Feature/Setting: Appointments API; provide real-time slot booking for test drives.

3.9. Zoho CRM
- Feature/Setting: Workflow Rules; auto-create new lead and trigger appointment sequence.

3.10. Slack
- Feature/Setting: Incoming Webhooks or Bot; notify sales team on test drive bookings.

3.11. Microsoft Teams
- Feature/Setting: Connector webhook; broadcast test drive confirmations to group chats.

3.12. Google Sheets API
- Feature/Setting: Append Row API; log every scheduled test drive in a tracking spreadsheet.

3.13. Mailgun
- Feature/Setting: Send Message API; send emails for slot confirmations and follow-ups.

3.14. WhatsApp Business API
- Feature/Setting: Message endpoint; automate test drive instructions and confirmations via chat.

3.15. Facebook Messenger API
- Feature/Setting: Send API; notify and confirm test drives via FB chat.

3.16. Docusign
- Feature/Setting: Envelope API; automate e-signature for test drive consent forms.

3.17. Monday.com
- Feature/Setting: Items API; track test drive status and assign sales reps.

3.18. Notion API
- Feature/Setting: Database API; manage and visualize upcoming test drives.

3.19. Pipedrive CRM
- Feature/Setting: Activities endpoint; register test drive appointments and follow up activities.

3.20. ActiveCampaign
- Feature/Setting: Automations; drip reminders and post-test drive surveys to prospects.

Benefits

4.1. Reduces missed appointments and staff workload.
4.2. Maintains accurate, real-time visibility on schedule availability.
4.3. Increases lead-to-test drive conversion via automated multi-channel outreach.
4.4. Elevates customer experience with instant and personalized confirmations.
4.5. Enables detailed reporting, tracking, and continuous process optimization.