Event/webinar invitation workflows for educating potential clients

Purpose

1.1. Automate the invitation process for HVAC air duct cleaning webinars/events, targeting potential clients via multiple channels to increase attendance and generate qualified local leads.
1.2. Ensure personalized outreach, timely reminders, and effective follow-up, maximizing engagement with prospects interested in indoor air quality and duct services.
1.3. Seamlessly integrate marketing, scheduling, registration management, and follow-up within the HVAC industry context for professional service providers.

Trigger Conditions

2.1. Addition of new leads/prospects to CRM.
2.2. Website visitor subscription for event/webinar notifications.
2.3. Social media form submission or ad engagement.
2.4. Previous service call or customer follow-up segment.
2.5. Scheduled campaign/event date.

Platform Variants

3.1. Twilio SMS
• Feature: Send invitation SMS to prospects.
• Sample configuration: Trigger “Messages API” using lead's phone, event details, and unique URL.
3.2. SendGrid
• Feature: Dispatch HTML email invites.
• Sample configuration: Use “Mail Send API” with dynamic template for event info.
3.3. Salesforce
• Feature: Campaign launch and lead segmentation.
• Sample configuration: Use “Campaigns” and Workflow Rules to trigger on new lead/event.
3.4. Zoho CRM
• Feature: Auto-create outreach tasks and log invitations.
• Sample configuration: Set “Workflow Rules” to send invites based on lead status.
3.5. HubSpot
• Feature: Automated email sequences and event registration tracking.
• Sample configuration: Use “Workflows” and “Email API” to send and update invitees.
3.6. Google Calendar
• Feature: Auto-add webinar to invitee calendars.
• Sample configuration: Use “Calendar API” to create and share event.
3.7. Outlook 365
• Feature: Send organization-branded calendar invites.
• Sample configuration: Use “Create Event” API with recipient emails and event data.
3.8. Facebook Lead Ads
• Feature: Capture and trigger invites from form completions.
• Sample configuration: Use “Leads API” to extract details and auto-send invites.
3.9. Zoom
• Feature: Auto-generate meeting links and send registrant confirmations.
• Sample configuration: Use “Create Meeting” and “Add Registrant” endpoints.
3.10. Eventbrite
• Feature: Manage registration flow and confirmations.
• Sample configuration: Use “Event Creation” API; send confirmation emails to registrants.
3.11. Slack
• Feature: Internal alerts on new registrations.
• Sample configuration: Use “Incoming Webhooks” to notify team channels.
3.12. Mailchimp
• Feature: Bulk email invites and reminders.
• Sample configuration: Use “Campaign API” with sequenced mailouts.
3.13. ActiveCampaign
• Feature: Segment contacts and trigger invitation series.
• Sample configuration: “Automations” with webhook triggers and emails.
3.14. Typeform
• Feature: Collect RSVPs and pre-webinar questions.
• Sample configuration: “Webhooks” to submit responses to campaign system.
3.15. Google Sheets
• Feature: Auto-update invite and RSVP lists.
• Sample configuration: Use “Sheets API” to log invitees and status.
3.16. Microsoft Teams
• Feature: Internal event reminders for staff follow-up.
• Sample configuration: Use “Create Chat” API for scheduled alerts.
3.17. Calendly
• Feature: Personalized event booking links.
• Sample configuration: Use “Event Types API” to create/share HVAC webinar slots.
3.18. WhatsApp Business
• Feature: Direct message invitations and reminders.
• Sample configuration: “Cloud API” message with template, event details.
3.19. Pipedrive
• Feature: Track prospect engagement and follow-up tasks.
• Sample configuration: Use “Activities” and “Deals API” for workflow triggers.
3.20. LinkedIn Lead Gen Forms
• Feature: Automated outreach to new leads acquired via forms.
• Sample configuration: “Form Response API” delivers data to automation flow; sends invitations.

Benefits

4.1. Maximizes prospect reach through coordinated multi-channel outreach.
4.2. Ensures personalized, targeted, and timely invitations for higher conversion.
4.3. Integrates with CRM and marketing tools for seamless data management.
4.4. Automates registration, calendar management, and reminders, saving staff resources.
4.5. Enhances lead nurturing by tracking interactions and automating follow-up.
4.6. Facilitates insightful analytics on attendee engagement and campaign effectiveness.
4.7. Reduces manual errors and minimizes administrative workload.