CRM & Business Tools Overview

// Example email automation workflow
{
  "workflow": "new_lead_nurture",
  "triggers": ["lead_captured"],
  "sequence": [
    {
      "delay": "immediate",
      "action": "send_welcome_email",
      "template": "welcome_auto_dealer"
    },
    {
      "delay": "1_hour",
      "action": "send_vehicle_recommendations",
      "personalization": "based_on_preferences"
    },
    {
      "delay": "1_day",
      "action": "send_financing_options",
      "condition": "no_response_to_previous"
    },
    {
      "delay": "3_days",
      "action": "send_testimonials",
      "template": "social_proof"
    }
  ]
}

# Example CRM API integration
import steer_ai

client = steer_ai.CRM(api_key="your_key")

# Create new lead
lead = client.leads.create({
    "contact_info": {
        "name": "John Doe",
        "email": "john@example.com",
        "phone": "+1-555-123-4567"
    },
    "vehicle_interest": {
        "make": "Toyota",
        "model": "Camry",
        "year_range": [2020, 2023],
        "budget_max": 25000
    },
    "source": "website_form"
})

# Trigger automated follow-up
client.workflows.trigger("new_lead_sequence", lead.id)