Welcome series for wholesale account registrations

Purpose

1.1. Automate a personalized welcome series for new wholesale account registrations in a disposable tableware supplier business.
1.2. Provide automated onboarding, essential business information, catalog access, and support details tailored to new B2B customers.
1.3. Automates delivering educational, promotional, and operational content to foster customer relationship and loyalty from the start.
1.4. Ensures consistently branded experiences, automates data capture, and streamlines support by triggered automation flows.

Trigger Conditions

2.1. Automated trigger on wholesale account registration form submission.
2.2. API webhook fired when new customer added to CRM or e-commerce backend.
2.3. Automatable trigger from payment gateway account upgrade.
2.4. Automatedly triggered by manual record addition in sales dashboard.

Platform Variants

3.1. Mailchimp
• API: Lists → Add List Member; Automation → Welcome Series trigger
• Sample: Automates email drip series for “Wholesale Welcome”

3.2. Salesforce
• API: REST API → Lead Created Event
• Sample: Automator triggers Journey Builder welcome flow

3.3. HubSpot
• Workflow: Enrollment Trigger = New Wholesale Contact
• Sample: Automated send of 3-part welcome sequence

3.4. Klaviyo
• Feature: Flow → Subscribe Trigger
• Sample: Automatedly sends branded onboarding emails

3.5. SendGrid
• API: Marketing Campaigns Automations → POST /automation
• Sample: Automate triggered campaign for B2B onboarding

3.6. Twilio SMS
• API: Programmable Messaging → Send message
• Sample: Automates welcome and support SMS for rapid engagement

3.7. ActiveCampaign
• Automation: Trigger ‘New Contact Tag’
• Sample: Automates multi-stage email and SMS outreach

3.8. Zoho CRM
• Workflow rule: New Account Created
• Sample: Automatedly sends email sequence via Zoho Campaigns

3.9. Freshworks CRM
• Workflow: Contact Created → Send Email automation
• Sample: Automates customer onboarding via templates

3.10. Intercom
• Series: New Signup automation
• Sample: Automator initiates chat welcome, follow-up, and help links

3.11. Microsoft Dynamics 365
• Power Automate: Trigger on New Lead
• Sample: Automated email and reminder scheduling

3.12. Google Workspace
• Apps Script: Trigger Gmail API for Welcome Template
• Sample: Automates first-contact correspondence

3.13. Gmail
• API: Messages.Send with Welcome Template
• Sample: Automatedly send onboarding information

3.14. Slack
• API: Chat.PostMessage
• Sample: Automated notification in team channel for new wholesale registration

3.15. Shopify
• Webhook: Customers/Create
• Sample: Automatedly triggers welcome email and resource pack

3.16. WooCommerce
• REST API: Customer Created
• Sample: Automates email and coupon dispatch

3.17. Zendesk
• Trigger: New User → Welcome Email
• Sample: Automates customer support onboarding

3.18. PipeDrive
• Workflow: Deal Created → Send Email
• Sample: Automated personalized greeting campaign

3.19. Monday.com
• Automation: Item Created → Notify by Email
• Sample: Automates sending documentation links

3.20. Airtable
• Automation: Record Added → Email automation
• Sample: Automated onboarding email for tracked contacts

3.21. Facebook Messenger
• API: Send API automated greeting
• Sample: Automates direct message to new wholesale accounts

3.22. WhatsApp Business API
• Message Template API, triggered on new B2B registration
• Sample: Automated WhatsApp onboarding message flow

3.23. Drip
• Workflow: New Subscriber → Welcome Series
• Sample: Automates multi-step campaign for onboarding

3.24. Constant Contact
• API: POST /contacts/activities/triggeredEmails
• Sample: Automator sends automated branded welcome emails

Benefits

4.1. Automatedly onboards every wholesale customer for reduced manual workload.
4.2. Automates follow-up and resource delivery, improving B2B engagement.
4.3. Ensures consistency and eliminates onboarding delays through automation.
4.4. Automating communications builds trust, increases upsell possibilities, and shortens sales cycles.
4.5. All customer touchpoints are automatable, enabling streamlined scaling.
4.6. Supports integration with analytics for automation optimization.