Marketing and CommunicationPurpose
1.2. Centralize event invitations across email, SMS, CRM, and social channels, minimizing manual handling and ensuring consistent, timely outreach.
1.3. Track responses, manage RSVPs, and update contact profiles based on engagement to optimize future marketing campaigns and sales follow-ups.
Trigger Conditions
2.2. Receipt of an event-specific lead list from organizers or partners.
2.3. Quarterly/seasonal campaigns initiation by the marketing department.
2.4. Custom input such as sales team request to invite specific accounts.
Platform Variants
• API/Function: Create Campaign; Add Subscribers to List; Trigger Email Automation
• Setting: Configure automation to send invitations upon new event entry in CRM.
3.2. Salesforce
• API/Function: Campaigns; Process Builder; Email Alerts
• Setting: Set up workflow to trigger email alerts for selected accounts upon event creation.
3.3. HubSpot
• API/Function: Workflows; Contact Lists; Marketing Emails
• Setting: Auto-enroll contacts in invitation workflow when event is added to calendar.
3.4. Microsoft Outlook 365
• API/Function: Calendar Events; Send Email; Invitation Tracking
• Setting: Automate invite emails to distribution lists via event creation.
3.5. Google Workspace
• API/Function: Calendar Events; Gmail Send API
• Setting: Automatically email invites to relevant contacts using triggers from event creation.
3.6. Twilio
• API/Function: SMS Messaging; Messaging Service
• Setting: Send SMS invitations to mobile lists when event trigger is met.
3.7. SendGrid
• API/Function: Send Email; Dynamic Templates
• Setting: Set template automation to invite contacts upon trigger.
3.8. ActiveCampaign
• API/Function: Automations; Contact Segments; Campaigns
• Setting: Launch invitation emails and follow-up sequences upon event creation.
3.9. Pipedrive
• API/Function: Workflow Automations; Email Integration
• Setting: Automate sending invitations from deals associated with focus sub-industry.
3.10. Zoho CRM
• API/Function: Workflow Rules; Campaigns Module
• Setting: Dispatch invitation emails and record RSVP status automatically.
3.11. Constant Contact
• API/Function: Email Automation; Contact Lists
• Setting: Auto-create event invitation emails for industrial segments.
3.12. Eventbrite
• API/Function: Event Invitations; Guest List Management
• Setting: Auto-import lists and send invitations on event publishing.
3.13. Slack
• API/Function: Scheduled Messages; Webhooks
• Setting: Notify internal sales teams and partners with automated event invitations.
3.14. LinkedIn
• API/Function: Event Invitations (Sales Navigator, API integration)
• Setting: Send personalized event invites to connections in the target sector.
3.15. Facebook for Business
• API/Function: Events Management; Automated Messaging
• Setting: Auto-create and promote compressor events to relevant groups.
3.16. WhatsApp Business API
• API/Function: Mass Messaging; Template Messages
• Setting: Send invitation messages to opt-in industrial contacts.
3.17. Intercom
• API/Function: Targeted Messages; Segmentation
• Setting: Message prospects about live events integrating with CRM triggers.
3.18. Marketo
• API/Function: Smart Campaigns; Event Programs
• Setting: Dynamically trigger invitations based on marketing list criteria.
3.19. ClickSend
• API/Function: Bulk Email/SMS; Scheduling
• Setting: Schedule SMS and email invitations for segmented contact groups.
3.20. Airtable
• API/Function: Automations; Webhooks
• Setting: Detect new event entries and trigger invite workflows to contacts.
3.21. Monday.com
• API/Function: Automation Recipes; Email Integrations
• Setting: Auto-trigger external communications when event projects are activated.
Benefits
4.2. Enriches contact database with attendance and response data for future campaigns.
4.3. Supports multi-channel outreach to maximize engagement with targeted buyers.
4.4. Frees up marketing and sales resources to focus on lead nurturing and follow-up.