Purpose
1.2. The automation delivers timed, relevant content to prospects, warming cold leads, and moving them along the customer journey.
1.3. Automating this process ensures no lead is overlooked and maximizes conversion opportunities efficiently.
1.4. The aim is automatedly building trust, showcasing expertise, and addressing lead queries without manual intervention.
1.5. Automation centralizes efforts across email, SMS, chat, or social media channels for streamlined lead nurturing.
1.6. It enables automating responses based on lead behaviors and segmentation for personalized outreach.
Trigger Conditions
2.2. Lead progressing to a specific status or pipeline stage in CRM.
2.3. Lead engagement with any previous communication (clicks, replies, opens).
2.4. Time-based triggers (e.g., 1 day, 3 days, 7 days after last action).
2.5. Custom events (site visit, content download, quote request).
2.6. Manual trigger by sales or customer service.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automate 'Customer Journeys' with time-based email sequences; configure triggers for list additions.
3.2. HubSpot
• Feature/Setting: Workflow automation; use "Lead Nurture Sequence" and trigger via new lead form submission.
3.3. ActiveCampaign
• Feature/Setting: Automate 'Automations' for drip campaigns; trigger on contact tag or list entry.
3.4. Salesforce
• Feature/Setting: Automate 'Process Builder' or 'Flow Builder'; trigger when lead is created/modified.
3.5. Drip
• Feature/Setting: Automation rules for campaign triggers based on activity or tags.
3.6. Constant Contact
• Feature/Setting: Automated Email Series; start sequence upon new contact addition.
3.7. Twilio SMS
• Feature/Setting: Studio Flows; automate sending SMS at intervals when leads enter flow.
3.8. Pipedrive
• Feature/Setting: Workflow Automations; configure to send emails or trigger webhooks on deal stage change.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules; automate drip messages triggered by lead status.
3.10. SendGrid
• Feature/Setting: Automation API—set up email drip campaigns programmed via the Marketing Campaigns API.
3.11. Microsoft Power Automate
• Feature/Setting: Automated flows; trigger series of Outlook emails based on CRM changes.
3.12. Infusionsoft (Keap)
• Feature/Setting: Automated Campaign Builder; automate emails and SMS with time delays.
3.13. Zapier
• Feature/Setting: Multi-step Zaps connecting CRM, Gmail, and SMS; automate messaging via scheduled delays.
3.14. Klaviyo
• Feature/Setting: Flows; automate drip emails triggered by list/join events or custom properties.
3.15. Brevo (ex Sendinblue)
• Feature/Setting: Marketing Automation; configure lead scoring and automated email sequences.
3.16. Intercom
• Feature/Setting: Series; automate chat, email, or in-app messaging depending on lead engagement.
3.17. Slack
• Feature/Setting: Workflow Builder; notify team channels automatically as leads progress and drip messages are sent.
3.18. Google Workspace (Gmail API)
• Feature/Setting: Automated email sequences via the Gmail API triggers with third-party scheduler.
3.19. WhatsApp Business (Cloud API)
• Feature/Setting: Template messages; automate drip campaigns after customer opt-in.
3.20. Airtable
• Feature/Setting: Record Automations; trigger emails or SMS when lead records change status.
3.21. SharpSpring
• Feature/Setting: Visual Workflow builder; automated lead nurturing based on scoring or lead activity.
3.22. Gist
• Feature/Setting: Behavioral Emails; automate drip sequences triggered by email engagement or tagging.
3.23. Moosend
• Feature/Setting: Automation workflows; multichannel drips based on sign-up or form fill.
3.24. Customer.io
• Feature/Setting: Automated Campaigns; trigger personalized drip emails on custom events.
4. Benefits
4.2. Automatedly nurtures cold and warm leads, increasing conversion rates for plasterers.
4.3. Automating workflows integrates various communication platforms, ensuring every lead is automatically managed.
4.4. Automation reduces lag time, boosts engagement, and fosters long-term customer relationships.
4.5. Automator processes streamline operations as leads progress, enabling automatable and scalable campaigns for trade services.