Re-engagement workflows for dormant leads

Purpose

1.1. To automate re-engagement with dormant leads for a dairy equipment wholesale business, maximizing conversion of previously contacted but non-responsive prospects.
1.2. To systematically automate follow-up, nurture, and qualification steps through multichannel actions until the lead responds, automating reminders, informational outreach, and personalized touch-points.
1.3. To automate lead-scoring and hand-off workflows, ensuring sales teams engage only when leads are re-warmed or show new interest.
1.4. To automate tracking of lead status from dormant to active and drive analytics for ongoing process optimization.

Trigger Conditions

2.1. Automated inactivity timer after X days/weeks since last outbound or inbound activity in the CRM.
2.2. Lead status marked as "Dormant", "Not contacted", or "No response."
2.3. Custom tags such as "No recent activity", "Cold", or "Unengaged" applied to the record.
2.4. Trigger on periodic calendar intervals for sweep of inactive leads.

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure "Process Builder" or "Flow Builder" to automate trigger on Lead Last Activity Date.

3.2. HubSpot
• Feature/Setting: Use "Workflow Automation" to automate delay-based emails and task assignments to automate repeated attempts.

3.3. Zoho CRM
• Feature/Setting: "Blueprint" for automating lead stage transitions and inactivity follow-ups.

3.4. Microsoft Dynamics 365
• Feature/Setting: "Power Automate" for time-based and activity-based triggers, automating task creation and notifications.

3.5. Pipedrive
• Feature/Setting: "Automations" for automating email sequences once lead marked dormant.

3.6. ActiveCampaign
• Feature/Setting: "Automations" with custom trigger—last opened/clicked date or activity lapse, to automate re-engagement emails.

3.7. Mailchimp
• Feature/Setting: Use "Customer Journey builder" to automate re-engagement campaigns.

3.8. SendGrid
• Feature/Setting: Use "Automated Email API" to send personalized templates to dormant leads.

3.9. Twilio SMS
• Feature/Setting: Integrate "Programmable SMS API" for automated text reminders for re-engagement.

3.10. Slack
• Feature/Setting: "Incoming Webhooks" to automate notifications to sales team channels on dormant lead reactivation.

3.11. Intercom
• Feature/Setting: "Outbound Messages" to automate chat-based reach-out or email prompts for cold leads.

3.12. Google Sheets
• Feature/Setting: Google Apps Script to automate searching lead inactivity and push to outbound automations.

3.13. Gmail
• Feature/Setting: "Gmail API" to automate sequenced emails based on label or inactivity.

3.14. Outlook 365
• Feature/Setting: "Microsoft Power Automate connector" to automate scheduling and sending follow-up messages.

3.15. Calendly
• Feature/Setting: Webhook automation to invite dormant leads to book a consult after period of inactivity.

3.16. Typeform
• Feature/Setting: Automated invitations to fill short survey/forms for dormant leads for re-qualification.

3.17. Webex Teams
• Feature/Setting: "Bots" for automating team notifications and meeting invites to recapture lead interest.

3.18. Notion
• Feature/Setting: Automate status change in lead database and reminder checklists for re-engagement.

3.19. ClickSend
• Feature/Setting: "Automated SMS API" for sending timed SMS to dormant dairy equipment leads.

3.20. WhatsApp Business API
• Feature/Setting: Automated template message sending to dormant leads for reconnection attempts.

Benefits

4.1. Automates repetitive outreach and minimizes manual follow-up workload.
4.2. Automatedly increases the likelihood of winning business from cold leads.
4.3. Ensures no dormant leads are neglected through automatic sweeps and triggers.
4.4. Standardizes the automation of lead reactivation across all platforms and agents.
4.5. Automates analytics and reporting for continuous improvement of lead management automations.
4.6. Automates multi-channel engagement, improving reach rates and reactivation odds.