Marketing and Relationship ManagementPurpose
1.2. Ensure every lead receives personalized emails, SMS, or calls post-event, with no manual data entry or outreach lag.
1.3. Sync lead responses and engagement scores to CRM for real-time pipeline visibility.
1.4. Qualify and segment warmed leads for sales assignments or drip campaigns, with activity tracking and analytics.
1.5. Facilitate cross-team visibility and share insights for marketing optimization.
Trigger Conditions
2.2. Lead added to a specific CRM list or tagged as ‘Event Lead’.
2.3. Manual trigger via sales team after event completion.
2.4. Lead engagement on event-specific landing page or post-event survey submission.
Platform Variants
3.1. Salesforce
• Feature/Setting: Use ‘New Lead’ trigger from the event campaign, configure Process Builder to auto-add leads to outreach journey.
3.2. HubSpot
• Feature/Setting: Workflow automation on list enrollment, send follow-up email and create task for sales.
3.3. Zoho CRM
• Feature/Setting: Blueprint automation for lead stage ‘Event’ to ‘Contacted’, invoke custom function for outreach.
3.4. Pipedrive
• Feature/Setting: ‘Deal created’ with label ‘Tradeshow Lead’, setup workflow to trigger automated follow-up email sequence.
3.5. Microsoft Dynamics 365
• Feature/Setting: Power Automate flows on new lead with event source tag; assign activity and automate emails.
3.6. Outreach.io
• Feature/Setting: Trigger sequence on new list import; auto-send follow-up template.
3.7. Marketo
• Feature/Setting: Smart Campaign triggers on list membership, use ‘Send Email’ action and add to nurture stream.
3.8. Mailchimp
• Feature/Setting: Import leads to audience segment, trigger automated email series from event-specific template.
3.9. ActiveCampaign
• Feature/Setting: Automation triggers on tag applied ‘Event Lead’, sends multi-step follow-up and tracks engagement.
3.10. Twilio
• Feature/Setting: Programmable SMS—send message on new lead webhook, integrate SMS reply tracking API.
3.11. SendGrid
• Feature/Setting: Automated transactional email via API, setup event response webhooks for engagement tracking.
3.12. Gmail (Google Workspace)
• Feature/Setting: Send personalized email via Gmail API with event-based Google Sheets add-on as mail merge source.
3.13. Slack
• Feature/Setting: Push new event leads to sales channel via webhook, notify rep for rapid outreach.
3.14. Monday.com
• Feature/Setting: Automations trigger on new item in ‘Event Leads’ board, assign follow-up tasks or send emails via integration.
3.15. Asana
• Feature/Setting: Rule to auto-create task for follow-up when leads are added to a project or form submitted.
3.16. Airtable
• Feature/Setting: Automation triggers when new record added with field ‘Event Lead’, send follow-up via email or integration.
3.17. Intercom
• Feature/Setting: Segment event-attendee users, trigger auto-message or targeted outbound email.
3.18. Freshsales
• Feature/Setting: Workflow triggers on ‘Event Lead’ status, send emails and update lead score based on replies.
3.19. Pipefy
• Feature/Setting: Automations create event follow-up cards, trigger email template to each captured lead.
3.20. Google Sheets
• Feature/Setting: On new row (lead) added, Apps Script sends templated Gmail and logs outreach status in sheet.
3.21. WhatsApp Business API
• Feature/Setting: Automated message send action for new API record; track status and delivery info via webhooks.
3.22. Calendly
• Feature/Setting: Send follow-up email invite when meeting booked via event QR, link to sales consultation form.
Benefits
4.2. 24/7 immediate follow-up accelerates engagement and nurtures leads at optimal time.
4.3. Standardized communications maintain brand consistency across all follow-ups.
4.4. Sales and marketing teams save manual effort—focus on qualified, high-intent leads.
4.5. Improved analytics on lead responses guide future event and marketing strategies.