Automated event/webinar invitation and registration workflows

Purpose

1.1. Seamlessly invite, register, and confirm attendance for potential clients, contractors, and partners to HVAC-focused webinars or events.
1.2. Centralize invitation management, guest tracking, automated reminders, and post-event marketing actions.
1.3. Sync registrant data for analytics, nurturing leads, and automating follow-up campaigns targeting wholesale air conditioning system suppliers.

Trigger Conditions

2.1. New upcoming event/webinar created in calendar or event system.
2.2. List segmentation/criteria match (e.g., new wholesale prospect in 'HVAC - Complete Systems' category).
2.3. Specific date/time (e.g., scheduled monthly webinar, cold season campaigns).
2.4. Manual trigger by marketing team for targeted invitations.

Platform Variants

3.1. Zoom
• Feature/Setting: Webinar creation API, automated attendee registration endpoint.
• Sample: Set up `/users/{userId}/webinars` + `/meetings/{meetingId}/registrants` for triggering invites and registration.

3.2. Microsoft Teams
• Feature/Setting: Graph API for event creation and attendee invitation.
• Sample: `POST /me/events` with attendee objects matching CRM segment.

3.3. GoToWebinar
• Feature/Setting: REST API for creating webinars, registering attendees.
• Sample: `/organizers/{organizerKey}/webinars` + `/webinars/{webinarKey}/registrants`.

3.4. Salesforce
• Feature/Setting: Campaigns and Flow Builder for triggering messaging based on contact roles.
• Sample: Automate "Campaign Member" addition and Email Alert actions.

3.5. HubSpot
• Feature/Setting: Workflow automation for email invites and reminders.
• Sample: Trigger on contact property (industry=HVAC) and use “Enroll in workflow.”

3.6. MailChimp
• Feature/Setting: Automated email series—invite, register, remind.
• Sample: Customer journey builder using RSVP tracking link actions.

3.7. SendGrid
• Feature/Setting: Marketing Campaigns API for transactional invites.
• Sample: Set up single send with RSVP link and auto-trigger series.

3.8. Google Calendar
• Feature/Setting: Calendar API to auto-create public events and invite.
• Sample: `POST /calendars/{calendarId}/events` for adding attendees by email.

3.9. Eventbrite
• Feature/Setting: Event and order creation webhooks.
• Sample: Trigger via `/events/{eventId}/attendees` after registration.

3.10. Slack
• Feature/Setting: Event reminders via scheduled messages or workflow builder.
• Sample: `/reminders.add` to notify sales team of RSVP deadlines.

3.11. Twilio SMS
• Feature/Setting: Programmable Messaging for SMS invitations/reminders.
• Sample: API to send SMS with event link upon CRM flag.

3.12. Typeform
• Feature/Setting: Embed registration form with automated email respondent triggers.
• Sample: Webhook-based responder notification for confirmed interest.

3.13. ActiveCampaign
• Feature/Setting: Automations for segmented campaign flows (wholesaler targeting).
• Sample: Auto-send "event invitation" with auto-registration path.

3.14. Zapier
• Feature/Setting: Multi-app triggers to bridge CRM, email, and calendar on creation.
• Sample: "New Event" trigger > invite flow > automatic follow-up step.

3.15. Intercom
• Feature/Setting: In-app and push notifications for event invites.
• Sample: Send audience-specific auto-message upon status match.

3.16. Pipedrive
• Feature/Setting: Activity-triggered workflows for wholesaler outreach.
• Sample: New pipeline stage (e.g. ‘Webinar Invited’) triggers invite emails.

3.17. Calendly
• Feature/Setting: Automated scheduling links personalized for registrants.
• Sample: API to create event types and deploy unique registration URLs.

3.18. Marketo
• Feature/Setting: Smart Campaigns for targeted HVAC marketing.
• Sample: Listen for “new contact—HVAC wholesale” and send invite flow.

3.19. Webex
• Feature/Setting: Meetings API for invitation/registration action.
• Sample: `/meetings` endpoint with “attendees” JSON payload.

3.20. Zoho CRM
• Feature/Setting: Workflow automation to identify and email prospects.
• Sample: If [Industry]=HVAC, send invitation and auto-register in event.

Benefits

4.1. Reduces manual effort for event invitation and follow-up in HVAC wholesale.
4.2. Ensures complete, real-time tracking of registrants, interests, and engagement.
4.3. Maximizes attendance rates with automated reminders and personalized channels.
4.4. Drive post-event actions (surveys, quotes, follow-ups) without human intervention.
4.5. Integrates seamlessly with analytics tools for campaign performance reports.