Purpose
1. Automate the process of sending digital catalogs or brochures to leads interested in aluminum windows within the building materials sector.
2. Ensure timely, accurate, and personalized delivery of sales collateral to maximize engagement and accelerate deal cycles.
3. Reduce manual follow-up tasks by assigning catalog distribution to automated triggers based on lead actions or data.
4. Integrate with CRM and lead channels to synchronize interactions and reporting on send-outs for actionable sales tracking.
Trigger Conditions
1. New lead submits interest form on website.
2. Inbound email inquiry containing keywords for catalogs or brochures.
3. Sales representative flags lead as "interested" in CRM.
4. Scheduled campaign to nurture leads not yet contacted.
5. WhatsApp, SMS, or Telegram request using preset keyword.
6. QR code scan at trade show booth.
7. Chatbot interaction on company website, selecting “request catalog.”
8. Lead conversion from social media ad click.
9. Entry in event registration system.
10. Triggered from e-commerce site “more information” request.
Platform Variants
1. Salesforce
• Feature/Setting: Process Builder > Trigger Email Alert (with catalog PDF link) on Lead Status = Interested.
2. HubSpot
• Feature/Setting: Workflow > If Contact Property = Catalog Requested, Send Marketing Email (attachment: catalog PDF).
3. Zoho CRM
• Feature/Setting: Blueprint Automation > Lead Stage Update > Send Email with Brochure Attachment or Link.
4. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow > On Lead Update “Interested,” send email with catalog link.
5. Pipedrive
• Feature/Setting: Automation Workflow > Email Send on Deal Label "Catalog Request."
6. Mailchimp
• Feature/Setting: Customer Journey > Triggered email with catalog as downloadable content when tag “Interested in Aluminum Windows” is added.
7. ActiveCampaign
• Feature/Setting: Automation > When ‘Catalog Inquiry’ tag is added, send follow-up email with attachment.
8. SendGrid
• Feature/Setting: API or Marketing Campaigns > Automated transactional email with downloadable brochure.
9. Twilio SMS
• Feature/Setting: SMS API > Auto-send message with catalog link upon keyword SMS received.
10. WhatsApp Business API
• Feature/Setting: Message Template > Catalog link sent on received keyword request.
11. Slack
• Feature/Setting: Workflow Builder > Auto-DM to channel/member with catalog file or link on form submission.
12. Google Workspace (Gmail)
• Feature/Setting: Apps Script > Send personalized email containing brochure PDF when Google Form is completed.
13. Outlook/Exchange Online
• Feature/Setting: Power Automate > When new mail matches criteria, auto-reply with catalog PDF.
14. Typeform
• Feature/Setting: Integration > On submit, email with catalog download link sent to respondent.
15. JotForm
• Feature/Setting: Autoresponder Email > Setup with catalog link or attached PDF once form is completed.
16. Intercom
• Feature/Setting: Custom bot > Triggered message with link to brochure when user requests more info.
17. Drift
• Feature/Setting: Playbook > Automated email or chat message with catalog when chatbot identifies interest.
18. Shopify
• Feature/Setting: Flow App > Send email (Seguno or Klaviyo) with info upon “Request Catalog” product event.
19. Zapier
• Feature/Setting: Trigger (e.g., form filled) > Action (Gmail/SendGrid/Dropbox): send catalog file or link.
20. Monday.com
• Feature/Setting: Automation > Email column triggers send-out when status set to “Interested in Catalog.”
21. Airtable
• Feature/Setting: Automation > When record field “Catalog Request” toggled, email is sent with attachment.
22. ClickSend
• Feature/Setting: Email/SMS API > On webhook, send catalog to lead’s provided contact channel.
23. Telegram Bot API
• Feature/Setting: Message trigger keyword auto-replies with catalog download link.
24. Dropbox
• Feature/Setting: File shared via email API when folder/file receives new “request.”
Benefits
1. Reduces sales team manual workload, accelerating follow-ups.
2. Ensures every qualified lead instantly receives relevant sales collateral.
3. Supports multi-channel communication—email, SMS, messaging apps.
4. Personalizes interaction, increasing conversion rates.
5. Enables tracking/analytics of catalog engagement for data-driven sales actions.
6. Supports lead nurturing and segmentation workflows for higher automation ROI.
7. Helps maintain consistent brand messaging and document control.
Sales & Lead Management