Lead Automation
Workflow Prompt

Build a lead-capture automation for a tire & auto shop called "Oasis Tires & Wheels" (El Paso & Las Cruces). The website has TWO intake surfaces that must both feed one unified automation. Configure everything below.

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ACCOUNT / IDs
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- Location ID: qC2vqBvJelPnLOyJWLwD
- Project ID: 1790778128612648880
- Tracking ID: tk_f955f9ef3a974a25b5f0077af5bb0d15
- Calendar ID: FLOiEi5Bv0SdQd6sULr6
- Business name: Oasis Tires & Wheels
- Business phone: (915) 300-0861
- Business hours: Mon–Sat, standard shop hours

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TRIGGER 1 — CALENDAR BOOKING SUBMITTED
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Source: Website booking widget, service "Free Balancing & Rotation".
Trigger event: "Appointment Booked" on the calendar above (new appointment event).

Fields captured:
- firstName   (First Name)
- lastName    (Last Name)
- email       (Email)
- phone       (Phone — normalize to E.164)
- selectedSlot (ISO datetime of the appointment)
- selectedTimezone (IANA tz, e.g. America/Denver)
- notes       (free text: "Vehicle Notes / Preferred Shop Location", e.g. "2021 Ford F-150 - Horizon Location")
- requestedServices custom field = "Balancing & Rotation"

PRICING / CONDITION RULE (apply on every booking trigger):
- This is a 100% FREE service — tag lead "Free Balancing & Rotation" and set deal price = "Free / $0".
- Every booking auto-includes a FREE 1-Year Roadside Assistance package (value $300). Always note this in confirmations.

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TRIGGER 2 — QUOTE REQUEST FORM SUBMITTED
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Source: Website form "Balancing & Rotation Quote Request Form", submission type external form event.
Trigger event: New form submission with formId "alignment-quote-form".

Fields captured:
- first_name   (First Name)
- last_name    (Last Name)
- email        (Email)
- phone        (Phone — normalize to E.164)
- vehicleYear  custom field (Vehicle Year / Make / Model)
- preferredLocation custom field (one of: Horizon - 757 Horizon Blvd / Alameda - 9949 Alameda Ave / Americas - 9407 Alameda Ave / Joe Battle - 2110 Joe Battle Blvd / Las Cruces - 2090 N Solano / Mesa - 6320 N Mesa St / North Loop - 7306 North Loop Dr)
- requestedServices custom field (comma-separated, one or more of: Balancing & Rotation, Alignment, Brake Service, New Tires, Lift or Lowering kit, Wheels, Other)
- projectDetails custom field (free text)

Tag these leads "Quote Request" and "New Lead". Quote form leads have NO appointment yet, so they must be routed into a callback/estimate nurture path (see Step 5b).

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CUSTOM FIELD MAP (use these exact IDs)
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- Vehicle Year / Make / Model  → Ao02TXhhP11pT3xBArMK
- Preferred Location            → 0gJkGktG7oYe5NDImL1l
- Requested Services             → oxCcdrCebrHLY2oBIzev
- Project Details                → AlYVYji3MxA1Tbe3RMSV

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STEP 1 — CREATE / UPDATE CONTACT (both triggers)
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On either trigger:
- Match by email (primary), then phone (fallback).
- If contact exists → update fields and append new tags; do not duplicate.
- If new → create contact record.
- Set / map: First Name, Last Name, Email, Phone, plus all custom fields above.
- Apply tags: "New Lead", source tag ("Booked" vs "Quote Request"), service tag ("Free Balancing & Rotation").
- Attach attribution properties: source = "ai_studio", projectId = 1790778128612648880, deviceType (mobile/desktop), formName = "Balancing & Rotation Quote Request Form".

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STEP 2 — INSTANT SMS REPLY (both triggers, within ~1 min)
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Booking:
"Hi [firstName], your FREE Balancing & Rotation at Oasis Tires & Wheels is booked for [selectedSlot formatted in their timezone]! 🎉 You also get a FREE 1-Year Roadside Assistance package ($300 value). Reply here or call (915) 300-0861 with any changes. See you soon!"

Quote form:
"Hi [firstName]! Thanks for requesting a quote from Oasis Tires & Wheels for [requestedServices]. Our team will text you a custom estimate within 1 business day. Prefer to talk? Call (915) 300-0861. 🚗"

Send only during 8am–8pm local time; otherwise schedule for next morning. Honor opt-out keywords (STOP/UNSUBSCRIBE).

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STEP 3 — INSTANT EMAIL CONFIRMATION (both triggers, within ~1 min)
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Booking:
- Subject: "✅ Your Free Balancing & Rotation is booked — [date/time]"
- Body: appointment details, note that the balancing & rotation is 100% free, the FREE $300 Roadside Assistance breakdown (Lock-out, Towing, Flat Change, Jump Start, Fuel Delivery), preferred location, shop address, reschedule/cancel CTA, business phone.
Quote:
- Subject: "We got your quote request — Oasis Tires & Wheels"
- Body: acknowledge request, list requested services & vehicle info they entered, set expectation "custom estimate within 1 business day", link to book a free balancing & rotation, business phone + locations.

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STEP 4 — NOTIFY INTERNAL TEAM / CREATE TASK (both triggers)
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- Create a task assigned to the Oasis sales/service team.
- Task title (booking): "New Free Balancing & Rotation — [firstName] [lastName] — [date/time]"
- Task title (quote): "Follow up: Quote Request — [firstName] [lastName] — [requestedServices]"
- Task body: all captured fields + lead's phone/email + pricing tier + preferred location.
- Send an internal alert (SMS/email/in-app) to the team: "🔔 New [booking/quote] from [name] ([phone]). [Service]. [Preferred location]."
- Due date: booking → same/next business day; quote → within 1 business day.

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STEP 5a — FOLLOW-UP NURTURE: BOOKED (appointment) leads
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Goal: reduce no-shows and upsell.
- T-2 days before appointment: SMS reminder + email reminder with date/time, location, and "Reply C to confirm / R to reschedule".
- Day-of, 2 hours before: SMS reminder.
- No-show (appointment time passes, status != completed): tag "No-Show", trigger Step 5b re-book sequence.
- Completed (appointment marked done): send a thank-you + review-request SMS/email 24h later; tag "Completed"; offer paid repair / alignment / tire rotation upsell based on service findings.

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STEP 5b — FOLLOW-UP NURTURE: QUOTE (no appointment yet) leads
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Goal: convert quote into a booked appointment.
- +1 day: SMS with the custom estimate / "ready to talk" + link to book a free balancing & rotation.
- +3 days: email follow-up with services recap + financing note ("Drive now, pay later available") + booking link.
- +7 days: SMS short check-in ("Still interested in [services]? Reply YES and we'll book you in").
- If lead books (Trigger 1 fires for same contact) → remove from Quote nurture, move to Step 5a booked path.
- If no response by +14 days → tag "Cold Lead", move to long-term monthly re-engagement list. Stop active nurture.

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FILTERS & EDGE CASES
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- De-duplicate contacts by email first, phone second. Never create a second contact for the same person.
- If phone invalid (can't normalize to E.164) → still create contact, skip SMS steps, email-only.
- If email invalid → skip email steps, SMS-only.
- Honor consent / opt-out: a contact with STOP/DND status receives no marketing SMS/email (transactional appointment reminders may still send per local law).
- Quote form with services including "Lift or Lowering kit" or "Wheels" → add tag "Custom Build Lead" and prioritize team callback (these are higher-value jobs).
- Balancing & Rotation is always free — no pricing tier logic needed; just confirm the free service + roadside bonus in all messaging.

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DELIVERABLE
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Return the complete workflow(s) as importable JSON / a visual automation tree with: each trigger, branch (booked vs quote), every action node, delays, templates, tags, and custom-field mappings. Include a short diagram of the two paths merging at contact creation and splitting again for nurture.