- Customer Automation
- Customer Follow-Up
- Automated customer follow-ups
Send followup messages after customer inquiries
This automation category streamlines timely customer follow-ups by integrating various messaging and CRM tools. It ensures no inquiry or transaction falls through the cracks by triggering personalized notifications and emails based on events like form submissions, service cancellations, or support calls. Businesses can maintain consistent engagement, gather feedback, and convert leads more effectively without manual effort.
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Webhooks by Zapier
Pipedrive
Twilio
Facebook Lead Ads (for Business admins)
Delay by Zapier
Quo
Square
Email by Zapier
Streak
Slack
HubSpot
CallRail
RingCentral
Housecall Pro
Stylish Cost Calculator
- Send follow up SMS to leads in Close who miss phone calls
- Send follow up SMS via Twilio when Pipedrive deal status updates to proposal sent
Send follow up SMS via Twilio when Pipedrive deal status updates to proposal sent
- Send personalized follow up message via Quo to new Facebook leads after a brief delay
Send personalized follow up message via Quo to new Facebook leads after a brief delay
- Send follow up email from Square to customers for contact information
Send follow up email from Square to customers for contact information
- Notify marketing team in Slack about new inquiries from Streak after a brief delay
Notify marketing team in Slack about new inquiries from Streak after a brief delay
- Notify contact via OpenPhone after HubSpot deal stage update
Notify contact via OpenPhone after HubSpot deal stage update
- Send follow up text to customers after missed calls with CallRail and RingCentral
Send follow up text to customers after missed calls with CallRail and RingCentral
- Send follow up message via OpenPhone after job completion in Housecall Pro
Send follow up message via OpenPhone after job completion in Housecall Pro
- Create contact in HubSpot, and send message in OpenPhone when new quote request is received
Create contact in HubSpot, and send message in OpenPhone when new quote request is received