Automate customer cadence emails & SMS with Centro

What’s it handy for?

Create time-saving customer facing emails and texts on a cadence without leaving Slack. With the help of Centro, automatically email or SMS a customer if they haven’t responded. Don’t feel like you’re dropping the ball again!

A few uses for this workflow:

  • Business Development: Prospecting new customers on a defined cadence
  • Account Executives: Scheduled handoffs to Customer Success
  • Customer Success: Check-in with existing customers on a regular basis
  • Marketing: Conduct account-based marketing

To get started:

  1. Install the Centro Slack app
  2. Download the example
  3. Navigate to Workflow Builder and select “Import”
  4. Once imported, edit the workflow to make sense for your team
  5. Publish and let everyone know about your masterpiece

See it in action:

  1. Install the Centro Slack app
  2. Creating and publishing the workflow takes only a few minutes. Import the downloadable template, and decide what will start the workflow. Select a standard trigger, or use the Centro webhook. The webhook executes when a Salesforce record is linked. The linked record contains the recipient info and merge data for email templates.
  3. Add a single Centro Email/SMS step to the workflow, or multiple to send a series of emails.
  4. Configure the step. The basic step sends a parameterized email or SMS with user specified data and/or variables from prior steps. The webhook triggered step is intended for Salesforce records that are pinned to a channel. The step is configured with a message template merged with Salesforce data. The configuration can optionally be set to auto-send or post as a draft. Finally, the step can wait a number of days before moving on to the next step (i.e. another email/sms in a series) or can end the workflow when receiving a Email/SMS reply.
  5. Publish the workflow.
  6. Copy the Webhook URL into the Centro App Home setting. This is optional if you configured step 2 to use the webhook.

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