Purpose
1. Centralized tracking and automated archiving of all client communications regardless of channel (email, SMS, WhatsApp, calls, web chat, Messenger, social, etc.)
2. Ensure sales teams in wholesale food and beverage exports have full visibility and audit trails.
3. Enable mapping and automation of follow-ups, reminders, and escalations based on multi-channel contact/queries from buyers or distributors.
4. Automate updates in CRM and trigger workflows for quotations, samples, shipping, or support requests.
5. Automator automatically flags high-priority clients or issues via omnichannel communication analysis.
Trigger Conditions
1. When a new message, call, or query is received on any integrated channel.
2. Automated detection of missed replies or unanswered queries after X minutes/hours.
3. Assignments or tags added in CRM indicating escalation.
4. Automating triggers from inbound webhook notifications of platforms.
5. When keywords such as "quote," "order," "urgent," appear in multi-channel messages.
Platform Variants
1. Twilio SMS
• Feature/Setting: SMS webhook automates fetch of inbound messages; use API triggers for automated sync.
2. WhatsApp Business API
• Feature/Setting: Receive webhook notifications for new messages—automate sync to CRM/Databases.
3. SendGrid
• Feature/Setting: Inbound Parse Webhook automates email-to-database flow for archiving queries.
4. Salesforce
• Feature/Setting: Setup Workflow Rules or Flow Builder to automate log of client communication records.
5. HubSpot
• Feature/Setting: Automate Email/Chat integration with Conversations API for logging and workflow automation.
6. Gmail API
• Feature/Setting: Automator uses "watch" for message events, processes automated extraction on receipt.
7. Microsoft Graph (Outlook)
• Feature/Setting: Listen to Mail Folder events, automate sorting and extraction.
8. Facebook Messenger API
• Feature/Setting: Subscribe to webhook events for new messages, automatedly sync conversation.
9. Zendesk
• Feature/Setting: Automate Ticket Creation/Update from any incoming email, chat, or call.
10. Intercom
• Feature/Setting: Automate fetching chats and syncing to external systems via webhooks.
11. Slack API
• Feature/Setting: Automate message event triggers in shared sales/support channels.
12. Telegram Bot API
• Feature/Setting: Automated webhook for new messages, automate parsing and CRM assignment.
13. Google Chat API
• Feature/Setting: Automate incoming message detection and user identification for archiving.
14. Freshdesk
• Feature/Setting: Automate ticket creation, status update via APIs and automate omnichannel sync.
15. Zoho CRM
• Feature/Setting: Use API to upsert communication logs and trigger automations.
16. Aircall
• Feature/Setting: Automator uses call webhook for logging, syncs recording/transcripts.
17. RingCentral
• Feature/Setting: Monitor message/call logs, automate contact assignment workflow.
18. ClickSend
• Feature/Setting: Webhooks for SMS, automate ingest to sales pipelines.
19. Mailgun
• Feature/Setting: Route and Parse API for automated extraction/archival of incoming emails.
20. LiveChat API
• Feature/Setting: Automate webhook on new chat, automator syncs to customer log.
21. Drift
• Feature/Setting: Automated event subscription for conversation create/update; triggers CRM sync.
22. WeChat Work
• Feature/Setting: Message event API to automate ingest to export trade database.
Benefits
1. Automates end-to-end tracking and archiving, eliminating manual data entry.
2. Enables automation of follow-up and escalation for wholesale sales.
3. Consolidated view automates improved decision-making and prioritization.
4. Enhanced traceability for future audits and automated compliance.
5. Accelerates response automation for global buyers and distributors in food & beverage.
Sales and Customer Management Automation