Lead To Call Automation

TrackDrive's Lead To Call Automation automatically initiates contact with leads by sending SMS, emails, and placing outbound calls. Convert web forms into live phone calls with multi-step automated workflows.

Automated Lead Follow-Up
Lead Enters
Via form, API, ping/post, or import
SMS & Email
Instant notification to the lead
Wait
Configurable delay between steps
Call
IVR dials lead, routes to buyer
Retry
Retry if no answer, or complete

At TrackDrive, we understand the importance of automation. Our Lead To Call Automation will automatically initiate contact with leads by sending SMS, emails, and placing outbound calls. This is a dynamic and powerful tool that was designed and developed by us to give our users the ability to further automate and optimize their marketing campaigns.

Facebook Lead Ads Case Study:

Socialized Media is a Facebook Advertising Agency that specializes in lead generation. They operate in over 15 different verticals and are constantly on the search for better tools to streamline their automation.

When their CEO Joshua reached out to us for help; the TrackDrive team put together a robust tool that would automate the lead nurturing process and increase profitability. Check out the case study below:

  1. When Socialized Media generates a Facebook Lead, it is sent in real time to their TrackDrive Lead To Call Automation.
  2. As soon as TrackDrive receives the lead, an SMS & email is sent out. Example: Thanks for your interest in Home Insurance! We will be calling in 2 minutes from 1-800-547-8964
  3. 2 minutes later, TrackDrives IVR calls the leads as promised. If the lead doesn't answer, it will try again in 15 minutes.

Results

  • Revenues increased by 23%
  • Email open rates increased by 43%
  • They made 5x ROI by using TrackDrive compared to their old system of manually contacting leads.

Schedule Actions

Each schedule consists of an ordered list of actions that execute automatically for every lead. Available action types include:

Action Description
Call Place an outbound call to the lead using the offer's IVR
SMS Send a text message with token-replaced content
Email Send an email via your connected email integration
Wait Pause for a configurable duration before the next action
Webhook Fire a webhook to an external system
Transfer Transfer the lead to another offer or schedule
Voicemail Drop Leave a pre-recorded voicemail without ringing the phone
Update Field Modify contact field values on the lead
Conditional Branch the workflow based on token values or expressions

Questions?

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