Lead Generation & OnboardingPurpose
1.2. Automating user engagement by delivering targeted onboarding instructions, resources, FAQs, next steps, and key contact details.
1.3. Facilitate automated customer nurturing and higher conversion through immediate, automatedly personalized communication and information.
1.4. Provide a seamless, automated onboarding flow that educates new leads and accelerates completion of profiles and referrals.
Trigger Conditions
2.2. Automatedly activated when a lead submits email, phone, or matching preferences.
2.3. Triggered by integration events from CRM, website, marketplace, or chatbot.
2.4. Automated trigger upon record creation in Roommate Referral Service database or third-party platforms.
Platform Variants
• Feature/Setting: Automate SMS send using “Messages API”; set trigger on new lead event, configure template merging lead’s name.
3.2. SendGrid
• Feature/Setting: Automate transactional email via “Send Email API”; HTML welcome guide, variable injection for user onboarding links.
3.3. HubSpot
• Feature/Setting: Automate Workflow “Lead Enrolled” and “Send Email” action; set up onboarding email sequence with personalization tokens.
3.4. Salesforce
• Feature/Setting: Automate Process Builder/Flow—“New Contact Created”, auto-send onboarding guide with user context.
3.5. Mailchimp
• Feature/Setting: Automate welcome campaign triggered using “Audience API” addition, with onboarding PDF/guide as attachment.
3.6. Slack
• Feature/Setting: Automate Slackbot “Welcome DM” to new user in channel using Slack API, deliver onboarding checklist.
3.7. WhatsApp Business API
• Feature/Setting: Automate personalized template messages, dynamically inserting match info, upon API webhook from CRM.
3.8. ActiveCampaign
• Feature/Setting: Automate contact tagging triggers onboarding automation, sent via “Automations”; can include onboarding instructions.
3.9. Zoho CRM
• Feature/Setting: Automate “Workflow Rule” on new lead, trigger Zoho Mail send with personalized onboarding.
3.10. Intercom
• Feature/Setting: Automate new user “custom event” triggers onboarding message or guide via Intercom Messenger, with embedded resources.
3.11. Freshdesk
• Feature/Setting: Automate “New Contact” triggers Freshdesk automated onboarding ticket with guide and next steps.
3.12. Pipedrive
• Feature/Setting: Automate workflow to dispatch onboarding email/SMS via “Automations” on new deal/lead creation.
3.13. Gmail (Google Workspace)
• Feature/Setting: Automate personalized emails using “Mail Merge” from Google Sheets trigger, with onboarding attachment.
3.14. Microsoft Outlook 365
• Feature/Setting: Automate “Power Automate” flow to send onboarding email when new contact is created in Outlook Contacts.
3.15. Customer.io
• Feature/Setting: Automate segment-triggered onboarding sequence, conditional messages based on profile status.
3.16. Telegram Bot
• Feature/Setting: Automate Telegram bot DM with personalized welcome/onboarding using Bot API upon webhook trigger.
3.17. Zoom
• Feature/Setting: Automate invite to onboarding webinar using “Webinar Registration API”, pre-filled with new lead details.
3.18. Facebook Messenger
• Feature/Setting: Automate Messenger “welcome” using Send API, triggered when new user engages with Roommate Matching page.
3.19. Aircall
• Feature/Setting: Automate call with welcome IVR or SMS onboarding using Aircall API upon new contact addition.
3.20. Notion
• Feature/Setting: Automate onboarding guide sharing using Notion API to grant access, triggered by lead capture event.
3.21. Zendesk
• Feature/Setting: Automate ticket creation with onboarding instructions, auto-delivered when new user registers.
3.22. Shopify
• Feature/Setting: Automate onboarding email sequence using Shopify Flow when new customer account is created.
Benefits
4.2. Enhances professionalism and responsiveness through automated, instant user engagement.
4.3. Automated guidance increases onboarding completion rates, reducing dropoff.
4.4. Automating onboarding frees staff resources and accelerates the user-to-customer journey.
4.5. Personalization in automation boosts user satisfaction and platform adoption.