Salespanel can be used to trigger email marketing campaigns to contacts that are captured on your account. You can either automatically add all inbound leads to certain newsletters or choose to segment your leads and add them to relevant email campaigns for drips. You can also create a process where leads who cross the desired minimum lead score are exported to your email marketing software.
Lead export from Salespanel to your email software can be done using Zapier or Salespanel API. However, the extent to which we can automate depends on the integration features provided by the software. Some tools, for example, will only let you import leads but not automatically add them to campaigns, in which case, you need to manually add leads to campaigns after Salespanel exports the leads.
Automating with Zapier
Integration through Zapier can be done easily and is supported by most email providers like MailChimp, ConvertKit, etc. Once on Zapier, choose the trigger event Contact Identified to transfer all inbound leads or Contact Qualified for a Feed to transfer leads from segments.
On the action step, choose your email software and select the desired action. For example, on MailChimp, you can Add/Update Subscriber and then choose the audience where you want to export to on the next step.
You will have similar options on other email marketing tools.
Integration with API
Integration using Salespanel API will provide you more flexibility in automation and help you in a situation where the options provided by your email provider on Zapier are limited. If you are a developer, please read our RESTful API documentation from here.
Example Use Cases
Here are some examples of email marketing automation use cases:
- Add leads from different lead acquisition channels on email marketing software.
- Send targeted content based on lead activity.
- Send re-engagement campaigns to leads who are going cold.
- Add leads to email drips based on their profile and company information.
- Add leads to different onboarding/introduction campaigns based on their job roles.
- Add leads to different campaigns based on deal value.