Automotive Digital Marketing Lead Workflow

Start of the Workflow/Process.

Retrieve new lead entries from the Lead Data Model submitted via website forms.

Create a new entry in the CRM Data Model to track the lead's journey.

Execute a formula based on lead attributes (e.g., model interest, budget, and urgency) to assign a priority score.

Create a task for the Sales Team Lead to assign the lead to a specific agent.

Send an automated personalized email to the lead confirming receipt of their inquiry.

Send an SMS alert to the assigned Sales Rep to notify them of a high-priority lead.

Update the lead entry status to 'In Progress' once a salesperson is assigned.

Retrieve details from the Vehicle Inventory Data Model to match lead preferences.

Create a task for the Sales Agent to contact the lead and coordinate a vehicle viewing.

Create a new entry in the Appointment Data Model once a date is confirmed.

Aggregate all lead entries for the current month to calculate total lead count and conversion rate.

Create a task for the agent to follow up with the customer 24 hours after the appointment.

Update the Lead entry with the outcome of the test drive (e.g., 'Interested', 'Not Interested').

Generate a report summarizing lead sources, costs, and conversion success for the marketing manager.

Delete or move entries to an archive model that have been flagged as fraudulent or spam.

End of the Workflow/Process.