Sales & Lead Management AutomationPurpose
1.2. Ensure timely and consistent engagement with prospective buyers, nurturing them towards a sale.
1.3. Reduce manual workload for sales teams and improve lead conversion through targeted, sequenced communication.
1.4. Personalize follow-ups based on device interest, lead source, and stage in the sales funnel.
1.5. Track engagement and adjust messaging dynamically to re-engage cold leads.
Trigger Conditions
2.2. Lead enters “new” or “uncontacted” segment/tag.
2.3. Lead adds a specific appliance to cart or wish list.
2.4. Integration event from third-party lead sources.
2.5. Time-based triggers (e.g., 24 hours after lead entry).
Platform Variants
3.1. Salesforce
• Function: Process Builder/Flow — “On Lead Creation” triggers email action.
• API: POST to `/services/data/vXX.X/sobjects/Lead`.
3.2. HubSpot
• Feature: Workflow Automation — “Enroll new contacts” in email sequence.
• API: `POST /crm/v3/objects/contacts`.
3.3. Zoho CRM
• Feature: Workflow Rule — Email notification on lead creation.
• API: `POST /crm/v2/Leads`.
3.4. Microsoft Dynamics 365
• Feature: Power Automate Flow — Send email on new lead.
• API: `POST /api/data/v9.1/leads`.
3.5. Pipedrive
• Feature: Automations — Trigger email on new lead.
• API: `POST /persons`.
3.6. Mailchimp
• Feature: Customer Journey — “Sign-up trigger” starts follow-up sequence.
• API: `POST /lists/{list_id}/members`.
3.7. ActiveCampaign
• Feature: Automations — Email series when contact added to list.
• API: `POST /api/3/contacts`.
3.8. SendGrid
• Feature: Marketing Automation — “Automation triggers” for new leads.
• API: `POST /marketing/contacts`.
3.9. Klaviyo
• Feature: Flows — Triggered by “List/Segment joined” event.
• API: `POST /v2/list/{list_id}/members`.
3.10. Brevo (formerly Sendinblue)
• Feature: Automation workflows — Email on contact creation.
• API: `POST /v3/contacts`.
3.11. Gmail (Google Workspace)
• Feature: Apps Script — Script triggers on new sheet row (lead).
• API: `POST /gmail/v1/users/me/messages/send`.
3.12. Outlook 365
• Feature: Power Automate — “When row added to Excel” sends mail.
• API: `POST /me/sendMail`.
3.13. Intercom
• Feature: Series Automation — “Lead created” starts email flow.
• API: `POST /contacts`.
3.14. Freshsales
• Feature: Workflow — “New lead” triggers action email.
• API: `POST /crm/sales/api/leads`.
3.15. Keap (Infusionsoft)
• Feature: Campaign Builder — Tag new leads for email sequence.
• API: `POST /contacts`.
3.16. Pipefy
• Feature: Automation — Sends email when card moved to “New Lead.”
• API: `POST /cards/{id}/email_messages`.
3.17. Marketo
• Feature: Smart Campaign — “Lead is created” email flow.
• API: `POST /rest/v1/leads.json`.
3.18. Constant Contact
• Feature: Auto Email Series — Add new contacts to series.
• API: `POST /contacts`.
3.19. Drip
• Feature: Workflows — “Subscriber added” automation.
• API: `POST /subscribers`.
3.20. Insightly
• Feature: Workflow — “Lead added” triggers custom email.
• API: `POST /Leads`.
3.21. Bitrix24
• Feature: Automation Rules — Email on new CRM lead.
• API: `POST /crm.lead.add.json`.
3.22. Zoho Campaigns
• Feature: Workflow — “Add to mailing list” triggers sequence.
• API: `POST /contacts`.
3.23. Apollo.io
• Feature: Sequences — Trigger follow-up after lead import.
• API: `POST /contacts`.
3.24. LinkedIn Lead Gen Forms
• Feature: Integrate via API to CRM — Trigger on form completion.
• API: `POST /v2/leadForms/{form_id}/leads`.
Benefits
4.2. Consistency in brand messaging and offer communication.
4.3. Full pipeline visibility and audit trail for compliance.
4.4. Reduce human error and free up sales time for relationship-building.
4.5. Scalable for small stores or enterprise-level appliance retailers.
4.6. Enables multi-channel follow-up through integration with SMS and tasks.