Purpose
1.2. Minimize manual communication, ensuring timely delivery of customized event notifications and follow-ups to increase attendance and lead conversion.
1.3. Capture registrant data, track engagement, and feed responses into CRM or sales pipeline for effective follow-up.
Trigger Conditions
2.2. New registrant added via landing page or CRM form.
2.3. Scheduled reminder time reached (e.g., 24h, 1h before event).
2.4. Event attendance confirmed or not confirmed (post-event).
2.5. Manual trigger from sales/marketing team for high-priority prospects.
Platform Variants
• API Endpoint: /meetings; Feature: Schedule webinar, fetch registrant list, send invitations.
3.2. Microsoft Teams
• Microsoft Graph /beta/onlineMeetings; Automate meeting creation and invitations.
3.3. GoToWebinar
• API: /organizers/{organizerKey}/webinars; Register, remind, and follow up attendees.
3.4. Cisco Webex
• API: /v1/meetings; Schedule, notify, and extract participant details.
3.5. Google Calendar
• API: /calendars/events; Auto-add webinars, send Google invites, trigger reminders.
3.6. Calendly
• API: /scheduled_events; Align registrations with event workflow and reminders.
3.7. Eventbrite
• API: /events/{event_id}/attendees; Monitor sign-ups, message attendees.
3.8. Mailchimp
• API: /automations; Send multi-step invitations and follow-ups, manage campaign status.
3.9. HubSpot
• Feature: Workflows; Auto-enroll contacts for invitations and reminders, update CRM.
3.10. Salesforce
• Flow Builder/API: Trigger email invites and follow-up tasks based on registrations.
3.11. ActiveCampaign
• Automation: Track registrations, send event sequences, score engagement.
3.12. Twilio
• Programmable Messaging API: SMS event invites and reminders, status checks.
3.13. SendGrid
• API: /mail/send; Personalized email campaigns for invitations and recaps.
3.14. Slack
• Incoming Webhooks: Internal event notices, alert sales on VIP registrations.
3.15. Google Sheets
• API: /spreadsheets; Capture and track all registrant, attendance, follow-up data.
3.16. Intercom
• API: /messages; Direct in-app or email invites to CRM-qualified leads.
3.17. Pipedrive
• Activities API: Assign follow-up calls/tasks based on attendance.
3.18. Zoho CRM
• Workflow Rules/API: Trigger email, SMS, or call tasks after event milestones.
3.19. Shopify (for integrated merchandise or info product sales)
• Admin API: Trigger special offers post-webinar for attendees.
3.20. Typeform
• Webhooks/API: New registrations trigger downstream event notifications.
3.21. LinkedIn Lead Gen Forms
• API: Capture leads from campaigns, trigger event invitations via CRM.
3.22. Outlook 365
• REST API: Send calendar invites, reminders, and follow-up.
3.23. Monday.com
• Automation: Populate boards with registrants, automate progress status.
Benefits
4.2. Enhances engagement by segmenting invites and follow-ups according to lead status.
4.3. Reduces manual workload for sales and marketing, focusing on high-potential prospects.
4.4. Provides structured, auditable records of all communications and outcomes.
4.5. Integrates event performance data directly into CRM for future targeting and optimization.