Customer Management and CommunicationPurpose
1.2. Automates detection of service completion, sends personalized referral requests, tracks responses, and escalates to appropriate channels.
1.3. Streamlines client communication and referral generation at scale, ensuring timely automated outreach post-service.
1.4. Integrates automatable notifications, follow-ups, analytics, and customer feedback for improved professional services efficiency.
Trigger Conditions
2.2. Positive feedback or rating received from customer.
2.3. Invoice paid or job status changed to “completed”.
2.4. Scheduled time after post-service (e.g., 24 hours after job completion).
2.5. Manual automation trigger by gas engineer or admin for specific projects.
Platform Variants
• Feature/Setting: Automated SMS referral request via Twilio Messaging API; configure message template and sender number.
• Sample: Use `messages.create` endpoint with customized referral prompt post-job completion.
3.2. SendGrid
• Feature/Setting: Automated email referral request through SendGrid Template API; set dynamic templates and automation rules.
• Sample: Configure transactional template ID and contact list for automated deployment.
3.3. HubSpot
• Feature/Setting: Workflow automation in HubSpot CRM; enable “Send Referral Email” on deal close.
• Sample: Use HubSpot Workflows > Automated Email Action; link to customer contact property.
3.4. Salesforce
• Feature/Setting: Process Builder or Flow to automate referral email trigger after case resolution.
• Sample: Create Flow with ‘Email Alert’ Action linked to Case Status = Closed.
3.5. Zoho CRM
• Feature/Setting: Blueprint or Workflow Rule automator for post-service referral emails.
• Sample: Rule: When Job Status is Updated to “Completed,” send automation alert.
3.6. Mailchimp
• Feature/Setting: Automate follow-up email with referral request using Customer Journey Builder.
• Sample: Trigger: Tag customer “Gas Job Complete” → Send Referral Request Email.
3.7. ActiveCampaign
• Feature/Setting: Automatable automation for post-service engagement; “Send Email” on pipeline stage.
• Sample: Automator: Deal Stage Changed → Automated Email Template.
3.8. Pipedrive
• Feature/Setting: Workflow Automations to send referral emails or SMS after “Won” deals.
• Sample: Automate action: Deal Marked as Won → Automated Messaging.
3.9. Gmail API
• Feature/Setting: Automated email sending via Gmail API; draft and deliver customized referral prompts.
• Sample: Use `users.messages.send` with referral content payload.
3.10. Outlook 365
• Feature/Setting: Automated sending using Outlook API and Flow connectors.
• Sample: Set trigger “New Event/Task Complete” → Automated Email Action.
3.11. WhatsApp Business API
• Feature/Setting: Automated instant referral request via template messages; configure post-service delivery.
• Sample: ‘messages’ endpoint with referral template ID and customer number.
3.12. Slack
• Feature/Setting: Automation using Slack API to notify team channel for manual or assisted referral follow-up.
• Sample: `chat.postMessage` to automatedly alert staff post-service.
3.13. Intercom
• Feature/Setting: Automate post-engagement message with “ask for referral” via Campaigns.
• Sample: Trigger: Conversation closed → Automatic outbound message.
3.14. SMSAPI
• Feature/Setting: Automates SMS referral messages post-invoice; set up automated templates.
• Sample: POST to `/sms.do` with event-based triggers.
3.15. Facebook Messenger Platform
• Feature/Setting: Automated Messenger template; configure with “post-service thank you + referral ask”.
• Sample: Use `messages.send` endpoint after CRM event.
3.16. Zendesk
• Feature/Setting: Automated triggers to email or message clients for referrals after ticket close.
• Sample: Automation: Ticket Status = Solved → Automated Referral Email.
3.17. Freshdesk
• Feature/Setting: Scenario automations to request referrals via automated emails post-ticket resolution.
• Sample: Rule: “When Ticket Closed → Send Custom Email Template.”
3.18. Google Sheets + Apps Script
• Feature/Setting: Automates tracking and sending email/SMS for listed service completions.
• Sample: Apps Script; on “Service Completed” row update → trigger automated mail.
3.19. Microsoft Power Automate
• Feature/Setting: Automator flow for when a Dynamics 365 record is closed as completed.
• Sample: Dynamics 365 trigger → Send Outlook/Gmail/Teams referral notification.
3.20. Typeform
• Feature/Setting: Automates post-feedback completion to trigger referral ask via webhooks or email logic.
• Sample: “Thank you screen” + Email Notification Setup.
Benefits
4.2. Improves lead generation and professional network growth through systematized automation.
4.3. Reduces human error and ensures consistent referral follow-ups through automators.
4.4. Enables tracking and analytics for referral campaign success and automation efficacy.
4.5. Elevates customer experience by ensuring timely, personalized, and automated communication.