Marketing and CommunicationsPurpose
1.2. Eliminate manual outreach, reduce lead attrition, and accelerate conversion to qualified sales opportunities.
1.3. Provide timely, personalized communications (email, SMS, social, voicemail, or chat) based on collected lead data and interest levels.
1.4. Sync contact details and outreach results to CRM for unified record-keeping and lifecycle management.
1.5. Custom scheduling and content logic accommodate regional, product, or tier-based segmentation.
Trigger Conditions
2.2. Event-completion signal from calendar or project management tool.
2.3. New contact associated with event label in CRM.
2.4. Time-based trigger (e.g., 24 hours after event end).
2.5. Manual trigger via dashboard or mobile device.
Platform Variants
3.1. Twilio (Programmable Messaging API)
• Feature/Setting: Configure event-triggered SMS/WhatsApp, personalize with placeholders; sample: “Hi {Name}, thanks for visiting us at {Event}.”
3.2. SendGrid (Mail Send API)
• Feature/Setting: Automated email send, dynamic templates, segmentation by lead score; sample payload with lead data.
3.3. HubSpot (Workflows + Email API)
• Feature/Setting: Trigger workflow on contact property/event, auto send sequence; map scanned leads to contact list.
3.4. Salesforce (Process Builder/Flow + Email Alerts)
• Feature/Setting: Detect new campaign members with “Trade Show” tag, auto-email or assign follow-up tasks.
3.5. Zoho CRM (Automation Rules + Email/SMS)
• Feature/Setting: Lead import triggers, SMS via integration, scheduled workflow for auto-outreach.
3.6. Microsoft Power Automate (Flow + Outlook)
• Feature/Setting: Scheduled or event-based email/SMS when new Excel/SharePoint row (lead) is added.
3.7. Mailchimp (Automated Journeys)
• Feature/Setting: Import list, trigger campaign based on tag or signup source.
3.8. Slack (Incoming Webhooks + Workflow Builder)
• Feature/Setting: Notify sales teams in channel when follow-up sent, trigger DM for hot leads.
3.9. Google Sheets (App Script + Gmail API)
• Feature/Setting: Script triggers mail send as rows/leads are entered post-event.
3.10. WhatsApp Business API
• Feature/Setting: Automated greeting and follow-up flows with templated messages post-lead upload.
3.11. Intercom (Outbound Messages + Tag-Based Triggers)
• Feature/Setting: Send chat/email/messages based on “Event Lead” tag.
3.12. ActiveCampaign (Automations)
• Feature/Setting: Automation triggers on new contact or tag, sends campaign series.
3.13. PipeDrive (Smart Contact Data + Automation)
• Feature/Setting: Auto-email/SMS after lead import or stage update.
3.14. Typeform (Webhook + Email Notifications)
• Feature/Setting: Auto notify or send follow-up upon new submission from event form.
3.15. Marketo (Smart Campaigns)
• Feature/Setting: Initiate follow-up campaigns for leads with event source in database.
3.16. Calendly (Webhook + Email/SMS Reminders)
• Feature/Setting: Trigger post-meeting messages for appointments during trade show.
3.17. Copper CRM (Workflow Automation)
• Feature/Setting: Auto send email after new lead entered with event tag.
3.18. Drip (Workflows + Email/Tags)
• Feature/Setting: Segmented drip campaigns for tagged event attendees.
3.19. Freshsales (Journeys + Email/SMS)
• Feature/Setting: Automated emails for imported or event-tagged leads.
3.20. Outreach.io (Sequences)
• Feature/Setting: Add event leads to automated follow-up sequence, schedule personalized outreach.
3.21. Aircall (API + Call Tagging)
• Feature/Setting: Auto-assign follow-up voicemail or reminder calls to event leads.
Benefits
4.2. Standardize and personalize communications without errors.
4.3. Increase touch-point speed, improving conversion rates.
4.4. Ensure no leads are neglected post-event.
4.5. Facilitate actionable analytics regarding engagement and response.
4.6. Streamline feedback and qualification loop for sales.