Sales & Lead ManagementPurpose:
1.2. Ensure each new wholesale customer in Printing & Paper receives timely, accurate, and automated communication, reducing manual workload, automating response times, and improving customer experience.
Trigger Conditions:
2.2. Automated trigger when signup form is submitted via website.
2.3. On confirmation of first purchase or export inquiry.
2.4. Automatically triggered when a customer record status changes to 'Onboarded' or 'Active'
2.5. Triggered by integration event from external trade directory or lead-capture API.
Platform Variants:
3.1. Salesforce
• Feature/Setting: Automate onboarding by configuring Process Builder to send onboarding email via Salesforce Email Alerts on New Lead creation.
3.2. HubSpot
• Feature/Setting: Use automated Workflows to enroll contacts upon deal creation, trigger onboarding email sequence.
3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow – trigger when a new customer is added, send email via Outlook or SMTP connector.
3.4. Zoho CRM
• Feature/Setting: Automate workflow rules to deliver onboarding emails when Lead/Contact status changes.
3.5. Mailchimp
• Feature/Setting: Automating onboarding with Customer Journey Builder connected to new subscribers via API.
3.6. SendGrid
• Feature/Setting: Use SendGrid v3 Mail Send API for programmable, automated welcome emails upon data feed event.
3.7. ActiveCampaign
• Feature/Setting: Automated email automation sequence triggered by CRM field update or list addition.
3.8. Pipedrive
• Feature/Setting: Workflow Automations sending welcome emails when a new person is added to the database.
3.9. Klaviyo
• Feature/Setting: Automated Flow activated by subscribing to ‘Paper Exporter Onboarding’ list.
3.10. Marketo
• Feature/Setting: Smart Campaign triggered by new lead entry, sending automated multi-step onboarding emails.
3.11. Brevo (ex-Sendinblue)
• Feature/Setting: Automated emails using Transactional Email API, triggered by CRM webhook or signup event.
3.12. Gmail (Google Workspace)
• Feature/Setting: Use Apps Script or API to automate onboarding template email when new row is added in Google Sheets.
3.13. Outlook (Microsoft 365)
• Feature/Setting: Configure automated Flow via Power Automate to send onboarding emails from shared mailbox.
3.14. Intercom
• Feature/Setting: Automate outbound messaging with Series triggered by new user profile via API.
3.15. Slack
• Feature/Setting: Automated onboarding message post via Slack Bot API, tied to CRM webhook.
3.16. Twilio SendGrid
• Feature/Setting: Use Marketing Campaigns API to automate series of onboarding emails upon API trigger.
3.17. Freshsales
• Feature/Setting: Workflow automation to send onboarding emails on deal creation or stage movement.
3.18. SAP Sales Cloud
• Feature/Setting: Configure Workflow Rules for sending onboarding emails via system email services.
3.19. Keap
• Feature/Setting: Automate using Campaign Builder for onboarding emails on contact tag addition.
3.20. Constant Contact
• Feature/Setting: Automated Email Sequence triggered by import or CRM integration event.
3.21. Oracle NetSuite
• Feature/Setting: SuiteFlow automation: trigger email on customer record create event.
3.22. Monday.com
• Feature/Setting: Automations to send onboarding emails when new item added to CRM board.
Benefits:
4.2. Ensures consistent, error-free, and timely onboarding communication.
4.3. Scales onboarding regardless of customer volume, supporting rapid business growth.
4.4. Automating welcome flows increases customer engagement, accelerating first orders and document turnaround.
4.5. Automates collection of feedback, documentation, and account verification.
4.6. Creates audit trail for compliance and reporting purposes.
4.7. Supports multi-lingual or customized sequences for international paper export clients.
4.8. Reduces lapse points and automates reminders to complete onboarding steps.