Marketing & Business Development AutomationPurpose
1.2. Automate calendar sync, confirmations, reminder messages, feedback requests, and post-event nurturing for design & engineering business development.
1.3. Ensure consistent automation in communications, optimized participation, post-event conversion, and measurable marketing ROI for model makers.
1.4. Automate the process for both virtual (webinars) and in-person (events, expos) for efficient pipeline monitoring.
Trigger Conditions
2.2. Prospective attendee fills out registration or RSVP form.
2.3. Event date approaches — triggers automated reminders.
2.4. Event conclusion — automates follow-up communications, survey dispatch, and pipeline update.
2.5. Manual trigger by team for automating last-call invites or segmented outreach.
Platform Variants
• Feature/Setting: Automate webinar creation (POST /users/{userId}/webinars); schedule, fetch registrant list (GET /webinars/{webinarId}/registrants).
3.2. Google Calendar API
• Feature/Setting: Automate event insertion (Events: insert); sync invites across users; automated reminders configuration.
3.3. Microsoft Outlook Calendar API
• Feature/Setting: Automate scheduling via v2.0/events; send automated invitations and follow-up emails.
3.4. Eventbrite API
• Feature/Setting: Automate new event creation (POST /events/), registration monitoring (GET /events/{id}/attendees), trigger follow-ups.
3.5. GoToWebinar API
• Feature/Setting: Automate webinar setup (POST /organizers/{organizerKey}/webinars), automate reminder emails, post-webinar surveys.
3.6. Calendly API
• Feature/Setting: Automate meeting slots, share booking links, trigger follow-ups via webhook on new booking.
3.7. Twilio SMS API
• Feature/Setting: Automate RSVP confirmations and event reminders (Messages: create).
3.8. Mailchimp API
• Feature/Setting: Automate event drip campaigns (POST /campaigns), attendee segmentation.
3.9. HubSpot CRM API
• Feature/Setting: Automate event records (Calendar Event object), automate follow-up tasks (Engagements API).
3.10. Salesforce API
• Feature/Setting: Automate event registration (Lead/Contact object), automating follow-up triggers (Process Builder or REST API).
3.11. Microsoft Teams API
• Feature/Setting: Automate meeting creation (OnlineMeetings/Create), automate invites and post-event alerts.
3.12. Slack API
• Feature/Setting: Automate internal notifications (chat.postMessage), event reminders in channels.
3.13. SendGrid API
• Feature/Setting: Automate scheduled email sequences pre- and post-event (Mail Send endpoint).
3.14. ZoomInfo API
• Feature/Setting: Automate attendee list enrichment (GET /lookup), automate drip mailing to targeted audience.
3.15. SurveyMonkey API
• Feature/Setting: Automate feedback form sending (POST /collectors), automate survey reminders and result collection.
3.16. Typeform API
• Feature/Setting: Automate registration and feedback forms (POST /forms), automate follow-up based on submission.
3.17. Google Sheets API
• Feature/Setting: Automate attendee list management (Sheets: append, update), automatedly mark follow-ups.
3.18. Notion API
• Feature/Setting: Automate event and attendee tracking; automate task creation post-event.
3.19. Pipedrive API
• Feature/Setting: Automate deal updates based on attendance, automate follow-ups via Activities endpoint.
3.20. Zoho CRM API
• Feature/Setting: Automate invitations and follow-up workflows, automate attendee lead score updates.
3.21. Webex Meetings API
• Feature/Setting: Automate meeting/webinar scheduling (POST /meetings), automate reminders, feedback triggers.
Benefits
4.2. Automates RSVP management — reduces overhead, improves experience.
4.3. Automated reminders — increases attendance, reduces no-shows.
4.4. Automates post-event follow-up — improves lead nurturing, conversion rates.
4.5. Automates analytics gathering — enables data-driven marketing decisions.
4.6. Scale marketing and business development through automation with minimal human input.
4.7. Ensures automated, repeatable, and error-free scheduling and customer interactions.