Event/trade show lead follow-up workflows

Purpose

1.1. Automate systematic follow-up after leads are collected at aerial photography trade shows/events to maximize engagement, qualify prospects, nurture relationships, and ensure no leads are overlooked.
1.2. Use multi-channel communication and data enrichment to personalize outreach, schedule meetings, deliver resources, and track lead status for eventual conversion.
1.3. Integrate responses into CRM and notify relevant sales/marketing teams, enabling seamless workflow from initial interest through to client onboarding.
1.4. Aggregate lead insights for event ROI analysis and future event optimization.

Trigger Conditions

2.1. New lead data captured in event app, digital form, business card scan, QR code, or badge scan.
2.2. Webhook/CSV/API feed receives lead details post-event.
2.3. Manual import/upload to CRM or marketing platform after trade show closure.

Platform Variants

3.1. Salesforce
• Function: “Create Lead” API — Map event data fields to Salesforce Lead object upon capture.
• Feature/Setting: Configure process builder to trigger follow-up email sequence and notify sales rep.

3.2. HubSpot
• Function: “Forms API” — Submit each trade show lead.
• Feature/Setting: Workflow automation triggers personalized lead nurturing emails and task assignments.

3.3. Zoho CRM
• Function: “Leads” Module API — Direct insert for each new contact.
• Feature/Setting: Set workflow rule: auto-send welcome SMS and assign follow-up task.

3.4. Mailchimp
• Function: “Add Subscriber” API — New leads added to post-event campaign list.
• Feature/Setting: Pre-configured drip campaign triggered per segment.

3.5. Twilio
• Function: “Send SMS” API — Initiate immediate SMS follow-up.
• Feature/Setting: Workflow triggers upon new contact event from form or QR scan.

3.6. SendGrid
• Function: “Send Email” API — Personalized emails to new leads.
• Feature/Setting: Template configured with merge fields for contact info.

3.7. Google Sheets
• Function: Data append — Store all captured leads as a backup/store.
• Feature/Setting: On row addition, trigger webhook to CRM/email tool.

3.8. Microsoft Outlook
• Function: “Send Email” — Use mail merge for bulk outreach.
• Feature/Setting: Automated from Excel/Sheets import on a trigger.

3.9. Calendly
• Function: Scheduling API — Invite leads to book demo slots.
• Feature/Setting: Personalized meeting links included in outbound messages.

3.10. Slack
• Function: “Send Channel Message” API — Alert team for high-value leads.
• Feature/Setting: Conditional trigger based on custom lead scoring.

3.11. Pipedrive
• Function: Add contact/deal via Pipedrive API.
• Feature/Setting: Follow-up workflow assigned based on event tag.

3.12. ActiveCampaign
• Function: “Add Contact” API — Automated automation sequence entry.
• Feature/Setting: Multi-step drip campaign specific to trade show.

3.13. Airtable
• Function: Table update/append — Leads database per event.
• Feature/Setting: Trigger Zap/webhook on record creation for follow-up.

3.14. SharpSpring
• Function: “Lead Import” API — Automated segmentation.
• Feature/Setting: Scoring and nurtures mapped by event source.

3.15. Intercom
• Function: “Create Contact” API — Personalized chatbot welcome sequence.
• Feature/Setting: Event-custom bot message configured.

3.16. Docusign
• Function: Send document via API — Request e-signature for NDAs/agreements post-meeting.
• Feature/Setting: Pre-fill with scanned lead data from event.

3.17. Typeform
• Function: “New Entry” trigger — Capture post-event survey/completion.
• Feature/Setting: Send survey link in initial follow-up.

3.18. ClickSend
• Function: SMS/voice API — Mass outreach to new event leads.
• Feature/Setting: Personalized template mapped to event field.

3.19. Trello
• Function: “Create Card” API — Track individual lead follow-up tasks.
• Feature/Setting: New event lead triggers card assignment.

3.20. Notion
• Function: “Create Page” API — Record meeting notes/lead details for team review.
• Feature/Setting: Integration triggers on CRM update.

3.21. Monday.com
• Function: Board automation API — Add leads and assign follow-up actions.
• Feature/Setting: Status change sequences configured for event campaign.

3.22. Asana
• Function: Task creation API — Auto-create lead task with follow-up due date.
• Feature/Setting: Triggered by lead import or CRM update.

4. Benefits

4.1. Ensures timely and personalized follow-up with all event leads for higher conversion.
4.2. Reduces manual lead entry, minimizing error and time lags.
4.3. Centralizes and structures lead data for easy tracking, segmentation, and analysis.
4.4. Enables multi-channel, sequential nurturing — email, SMS, calendar, and team notifications.
4.5. Streamlines team collaboration and accountability on lead management.
4.6. Delivers comprehensive analytics for assessing event and lead ROI.