Automated follow-up sequences for trade show or event leads

Purpose

1. Automate personalized and timely follow-up sequences to nurture leads from trade shows/events for electric vehicle charging station contractors.

2. Automatedly ensure no leads slip through by systematically sending emails, SMS, and reminders, greatly improving engagement and conversion.

3. Automating lead status updates, reminders for action items, appointment scheduling, educational nurture content, and feedback collection.

4. Advanced automation tracks engagement (email opens/clicks, SMS replies) for triggering next actions in the sequence.

Trigger Conditions

1. New lead added from trade show/event into CRM or lead database.

2. Submission of a scan or digital business card at the booth.

3. Import or syncing of event attendee list.

4. Lead form submission on event landing page.

5. Specific follow-up campaign start date/time or segment criteria met.

Platform Variants

1. HubSpot

• Feature/Setting: Workflow automation; configure "Lead enters list" trigger and sequence branches.
  

2. Salesforce

• Feature/Setting: Process Builder/Flow; automate follow-up tasks and communication templates.
  

3. Twilio SMS

• Feature/Setting: Messaging Service; setup "New lead triggers" → automated SMS drip via programmable messaging API.
  

4. Mailchimp

• Feature/Setting: Customer Journeys; automate follow-up emails on import or tag.
  

5. ActiveCampaign

• Feature/Setting: Automations builder; trigger on list addition and automate multi-channel follow-up.
  

6. SendGrid

• Feature/Setting: Marketing Campaigns Automation; API sends automated event-based emails to leads.
  

7. Microsoft Dynamics 365

• Feature/Setting: Power Automate; orchestrate email/SMS tasks on new record creation.
  

8. Zoho CRM

• Feature/Setting: Workflow Rules; trigger email, task, or SMS follow-up automations.
  

9. Pipedrive

• Feature/Setting: Workflow Automation; triggers when new contact is added from event sources.
  

10. Intercom

• Feature/Setting: Series Automation; send event-driven chats/emails to leads.
  

11. Slack

• Feature/Setting: Incoming Webhooks; automatedly post reminders to sales channels for manual calls or outreach.
  

12. Google Sheets

• Feature/Setting: Apps Script automation; triggers on new row for sending emails/SMS via third-party APIs.
  

13. Airtable

• Feature/Setting: Automations; on new lead, trigger email or notification sequence.
  

14. Calendly

• Feature/Setting: Event-Type automation; send automated follow-up for booked event leads.
  

15. Marketo

• Feature/Setting: Smart Campaigns; automate lead journey triggered by list import.
  

16. Klaviyo

• Feature/Setting: Flows automation; sequence triggered on lead tag or form submit.
  

17. Apollo.io

• Feature/Setting: Sequences; automate calls, emails, and LinkedIn follow-ups post-event.
  

18. WhatsApp Business API

• Feature/Setting: Message automation; setup flow for new contact outreach and reminders.
  

19. Gmail

• Feature/Setting: Filters + Scripts; automate follow-ups for incoming event-based emails.
  

20. Outreach.io

• Feature/Setting: Sequences; automate multi-channel touchpoints post-trade show.
  

Benefits

1. Automates repetitive follow-up, freeing up sales resources for complex tasks.

2. Automated engagement ensures prompt, consistent communication increasing closing rates.

3. Automator platforms allow precision-timed, personalized outreach to maximize lead nurturing.

4. Automated analytics track engagement rates, aiding continuous process improvement.

5. Automating reminders and internal tasks reduces missed opportunities and errors.

6. Automation creates an auditable trail for compliance and performance measurement.

7. Automated campaign testing unlocks optimization of follow-up templates and timing.

8. Automatable multi-channel touchpoints (SMS, email, chat, calls) to maximize reach and conversion.