Lead Management and Sales AutomationPurpose
1.2. Automation covers acknowledgment, initial information, next steps, and optionally, scheduling a follow-up call or visit, to streamline the lead management process.
1.3. Automates customer journey touchpoints after lead capture, reducing manual workload and response lag in wholesale patio enclosure sales channels.
Trigger Conditions
2.2. Optionally automate triggers for new contacts added to specific CRM lists or when filtered with tags like “Patio Enclosures Leads."
2.3. Automator can include additional filters such as inquiry source, geographic region, or lead score.
Platform Variants
3.1. Twilio SMS
• API: Send SMS endpoint /v1/Messages
• Setting: Automate outbound SMS to the inquiry’s mobile number, e.g., “Thank you for contacting us about patio enclosures. We will reach out shortly.”
3.2. SendGrid
• API: mail/send
• Setting: Automate templated email delivery, subject "We've received your Patio Enclosure inquiry", personalize with contact name and requested product.
3.3. Mailgun
• API: /v3/messages
• Setting: Automate transactional emails with dynamic fields for inquiry specifics.
3.4. Amazon SES
• API: SendEmail
• Setting: Automate email dispatch for lead acknowledgment with customization options.
3.5. Plivo
• API: /v1/Account/{auth_id}/Message/
• Setting: Automated SMS follow-up for mobile contacts with custom sender ID.
3.6. Nexmo (Vonage SMS)
• API: /sms/json
• Setting: Automate SMS sequence triggered from new CRM records.
3.7. Salesforce CRM
• Feature: Process Builder/Flow Automation
• Setting: Automate follow-up actions upon Lead creation with integrated Email and SMS plugin.
3.8. HubSpot
• Feature: Workflows Automation
• Setting: Automate email and SMS via connected integrations on Lead form submission.
3.9. Zoho CRM
• Feature: Workflow Rules
• Setting: Automate email templates and SMS using SMS gateway integrations when new lead is created.
3.10. Microsoft Power Automate
• Feature: Cloud Flow
• Setting: Automate detection of new form entries, automatedly triggering Outlook email and connected SMS solution.
3.11. ActiveCampaign
• Feature: Automation Builder
• Setting: Automate initiation of email/SMS automation sequence when new lead enters designated pipeline.
3.12. Freshsales
• Feature: Workflow Automations
• Setting: Automate instant personalized follow-up emails with SMS gateway connection.
3.13. Pipedrive
• Feature: Workflow Automation
• Setting: Automate action upon deal creation for new inquiry, sending automated email and integrating with SMS providers.
3.14. Google Workspace (Gmail API)
• API: gmail.users.messages.send
• Setting: Automate auto-responder based on filters targeting new inquiry messages.
3.15. Intercom
• Feature: Automated Messages
• Setting: Automate in-app and email messages when new website chat leads are added.
3.16. Slack (with SMS/email integrations)
• Feature: Workflow Builder
• Setting: Automate instant internal notification and trigger external email/SMS via apps like Twilio or SendGrid.
3.17. ClickSend
• API: /v3/sms/send
• Setting: Automate SMS dispatch on lead creation event.
3.18. Infobip
• API: /sms/1/text/single
• Setting: Automate multi-channel follow-ups (SMS/Viber/WhatsApp) based on lead preferences.
3.19. MessageBird
• API: /messages
• Setting: Automate cross-channel messaging (SMS/email) on new inquiry.
3.20. Keap (formerly Infusionsoft)
• Feature: Campaign Builder
• Setting: Automate multi-step sequence for new lead acknowledgment using built-in emails and third-party SMS.
Benefits
4.2. Automating initial follow-up increases conversion potential by ensuring no inquiry goes unanswered.
4.3. Automation reduces manual workload, enabling focus on higher-value sales activities.
4.4. Automator ensures consistency, professional tone, and compliance with communication policies.
4.5. Automated workflows are scalable and customizable to industry-specific timing, content, and branding needs for home improvement wholesalers.