Event workflow automations for seminars and informational sessions

Purpose

1.1. Automate end-to-end workflows for marketing, scheduling, and follow-up for business brokerage seminars and informational sessions.
1.2. Automate invitations, RSVP tracking, reminders, attendee engagement, post-event nurturing, and analytics.
1.3. Automate data collection, CRM updates, and multi-channel outreach to maximize attendee conversions and client acquisition.

Trigger Conditions

2.1. Automated triggers upon new event creation or calendar update.
2.2. Automated RSVP/request received from prospects via web forms or email.
2.3. Automated trigger on date/time proximity to event (e.g., 7 days, 1 day, 1 hour prior).
2.4. Automatedly triggered by lead scoring thresholds in CRM system.
2.5. Manual override or trigger by broker/marketer when launching campaign.

Platform Variants

3.1. Gmail API
• Feature/Setting: Automate sending branded event invitations, confirmations, and reminders; Configure OAuth for broker account integration; cc bcc for tracking.

3.2. Calendly API
• Feature/Setting: Automator triggers for new bookings; automate reminder/confirmation emails and calendar sync for attendees.

3.3. Zoom Meetings API
• Feature/Setting: Automate session creation, unique attendee join links, automated calendar invites; configure rate limits and user-level integration.

3.4. HubSpot CRM
• Feature/Setting: Automate lead capture from web event forms and auto-enroll in follow-up workflows; configure workflows module and lists.

3.5. Salesforce
• Feature/Setting: Automate lead and contact record updates on RSVP; automate task assignment for follow-up; use Apex triggers, Flow Builder.

3.6. Eventbrite API
• Feature/Setting: Automate event publishing, ticketing, attendee data export; configure webhook automation for registrations.

3.7. Slack
• Feature/Setting: Automate broker/marketing team notifications for new leads or VIP registrations; use Incoming Webhooks and Events API.

3.8. Twilio SMS
• Feature/Setting: Automate SMS reminders or last-minute updates to attendees; configure Messaging Service and templates.

3.9. SendGrid
• Feature/Setting: Automate mass email outreach and personalized email reminders; configure API key integration, sender identity, templates.

3.10. Microsoft Teams
• Feature/Setting: Automate creation of internal event prep channels and automated notifications; configure Microsoft Graph API.

3.11. Facebook Events API
• Feature/Setting: Automate event promotion and attendee list sync; configure application access token and Graph API endpoints.

3.12. LinkedIn Campaign Manager API
• Feature/Setting: Automate promotional campaigns targeting business prospects; automate lead generation form sync.

3.13. Google Forms
• Feature/Setting: Automate registration intake and automated follow-up via Forms response submission trigger.

3.14. Mailchimp
• Feature/Setting: Automate segmented invitation campaigns and follow-up drip series; configure API batch operations.

3.15. Intercom
• Feature/Setting: Automate event-related live chat popups and pre/post-event nurturing journeys; configure event-based triggers.

3.16. Notion API
• Feature/Setting: Automate creating/updating knowledge base entries for upcoming/post events; configure integration token and database sync.

3.17. Airtable
• Feature/Setting: Automate attendee data consolidation; configure automation scripts for RSVP tracking and exporter links.

3.18. Zapier
• Feature/Setting: Automate cross-platform triggers, e.g., sync RSVP between Eventbrite and Salesforce; use Multi-Step Zaps.

3.19. Typeform
• Feature/Setting: Automate interactive RSVP forms with question logic; auto-sync responses to CRM.

3.20. Asana
• Feature/Setting: Automate creation of seminar task lists and post-event follow-ups; configure rules for task assignation and reminders.

Benefits

4.1. Automates outreach to prospective attendees, reducing manual coordination.
4.2. Automates attendee tracking and communication for precision at scale.
4.3. Automator tools centralize event data, improving reporting and decision-making.
4.4. Automated reminders decrease no-show rates and increase participation.
4.5. Automation of post-event nurturing accelerates conversion from attendee to client.
4.6. Automating updates maximizes internal collaboration among brokerage professionals.
4.7. Automatable, scalable, and repeatable workflows save time and operational cost.
4.8. Automated analytics and feedback gathering support continual improvement.