Salesforce Lead Nurture Automation
Budget: $15 – $25 USD
When ZoomInfo creates a new Contact in our Salesforce org, I want that record to flow straight into a very simple nurture sequence:
• Email #1 goes out immediately.
• A print-ready letter is generated right after that first email.
• Emails #2 and #3 follow in order, each on a preset schedule we can confirm together.
All three email drafts already live in Salesforce, and the letter template is finished; what I need is the automation built. That includes configuring the campaign, the trigger (Flow, Process Builder, or Journey Builder—whatever is most efficient), and the timing logic. I also need the printable letter to merge the usual contact fields and drop into a queue so my team can mail it.
Deliverables
• Working automation in a sandbox and production.
• Proof-of-delivery logs showing the three emails and letter generated in the proper sequence.
• Updated campaign/reporting fields so I can track each lead’s status from entry to completion.
I’ll supply all templates and test data. If you’ve set up similar lead-generation journeys in Salesforce, let me know your approach and timeline so we can get this live quickly.
• Email #1 goes out immediately.
• A print-ready letter is generated right after that first email.
• Emails #2 and #3 follow in order, each on a preset schedule we can confirm together.
All three email drafts already live in Salesforce, and the letter template is finished; what I need is the automation built. That includes configuring the campaign, the trigger (Flow, Process Builder, or Journey Builder—whatever is most efficient), and the timing logic. I also need the printable letter to merge the usual contact fields and drop into a queue so my team can mail it.
Deliverables
• Working automation in a sandbox and production.
• Proof-of-delivery logs showing the three emails and letter generated in the proper sequence.
• Updated campaign/reporting fields so I can track each lead’s status from entry to completion.
I’ll supply all templates and test data. If you’ve set up similar lead-generation journeys in Salesforce, let me know your approach and timeline so we can get this live quickly.