Lead Management & Client OnboardingPurpose
1.2. Automating messages builds customer trust, drives engagement, prompts responses on quotes, and updates clients during onboarding and project phases.
1.3. Automation reduces manual workload, ensuring no lead is neglected through precisely timed, pre-configured communications.
Trigger Conditions
2.2. Quotation sent but not yet responded to after 24/48 hours.
2.3. Site inspection completed, awaiting next steps.
2.4. Project milestone reached, such as deposit paid or scheduled installation.
2.5. No client response within specified automated intervals.
2.6. Onboarding document e-signed by client or acceptance of T&Cs.
Platform Variants
• Feature/Setting: Automate SMS using the Programmable Messaging API; configure webhook to trigger on lead action, set message body and recipient dynamically.
3.2. SendGrid
• Feature/Setting: Automated emails via SendGrid Mail Send API; configure automated templates, use transactional API key for personalized follow-up.
3.3. Mailgun
• Feature/Setting: Automating emails by using Mailgun’s Messages API with dynamic templates for lead follow-ups.
3.4. Amazon SES
• Feature/Setting: Automate email triggers using SendEmail API after CRM status changes.
3.5. Microsoft Power Automate
• Feature/Setting: Automates emails/SMS with predefined triggers linked to CRM/contact form entries.
3.6. Salesforce
• Feature/Setting: Use Process Builder or Flows to automate follow-up tasks and emails/SMS on lead status update.
3.7. HubSpot
• Feature/Setting: Automates sequences with follow-up emails via Workflows based on contact properties.
3.8. Pipedrive
• Feature/Setting: Automated email templates triggered through Workflow Automation on deal stage change.
3.9. ActiveCampaign
• Feature/Setting: Automates email/SMS via automations section, with triggers from tag or field update.
3.10. Zapier
• Feature/Setting: Multi-step automation linking CRM, email, and SMS apps, triggering on form submission.
3.11. Drip
• Feature/Setting: Automating workflow triggers for follow-up emails post-signup or inquiry.
3.12. Klaviyo
• Feature/Setting: Triggered flows automating email/SMS based on lead data fields.
3.13. Brevo (Sendinblue)
• Feature/Setting: Automation workflows deliver scheduled emails/SMS automatable on contact activity.
3.14. Mailchimp
• Feature/Setting: Customer Journey automates sequences after lead activity; configure triggers and email templates.
3.15. ClickSend
• Feature/Setting: Use SMS API for automating personalized SMS message sends post-lead creation.
3.16. Constant Contact
• Feature/Setting: Automate follow-up emails using Autoresponder campaigns triggered by list additions.
3.17. Google Workspace
• Feature/Setting: Use Apps Script to automate sending custom follow-up emails from Sheets on data change.
3.18. Zoho CRM
• Feature/Setting: Workflow rules automate follow-up emails/SMS on lead status or field update.
3.19. Freshsales
• Feature/Setting: Automate follow-ups using Sales Sequences based on lead activity.
3.20. Slack (for internal automation)
• Feature/Setting: Post automated reminders to teams when follow-up action required, using Incoming Webhooks.
3.21. Outlook 365
• Feature/Setting: Automate emails post-trigger using Power Automate and Outlook connector.
3.22. Trengo
• Feature/Setting: Workflow automations send emails/SMS from centralized inbox upon lead import.
Benefits
4.2. Reduces manual oversight, automating engagement and nurturing leads without staff intervention.
4.3. Automation supports faster lead conversions, increasing close rates and customer satisfaction.
4.4. Automates multi-channel communication, allowing for emails and SMS in one automatable process.
4.5. Ensures every lead receives consistent, timely automated onboarding information and reminders.