Event/webinar invitation and registration flows

Purpose

1.1. Automate the process of inviting customers and leads to hearing aid events or webinars, from invitation dispatch to registration capture and reminders.
1.2. Automates segmenting recipients, personalizing messages, collecting RSVPs, and syncing details with CRM, ensuring no manual step is needed for multi-channel outreach, tracking, or follow-ups.
1.3. Integration automator ensures unified customer journeys, optimizing event turnouts and data consistency across marketing, scheduling, and sales systems.
1.4. Automating this flow eliminates errors and saves staff time, enabling scalable, omnichannel engagement for retail audiology stores with end-to-end visibility.

Trigger Conditions

2.1. Calendarized event/webinar schedule entry.
2.2. New leads/customers added to CRM.
2.3. Marketing campaign launch in omni-channel platforms.
2.4. Recipients hitting defined health/lifecycle milestones or behavioral triggers (e.g., annual checkup due).
2.5. Manual trigger by store/event admins.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS invitations. Configure Messaging API with event details, RSVP link, trigger from event schedule date.
3.2. SendGrid
• Feature/Setting: Automated email campaigns. Set up Transactional Templates with event details. Use API to batch send invitations and reminders.
3.3. Zoom
• Feature/Setting: Automated webinar registration and API-triggered invitation emails on new registrant creation.
3.4. Google Calendar
• Feature/Setting: Automated invite push. Use Calendar API to create event and send invites to contacts segment.
3.5. HubSpot
• Feature/Setting: Automated workflow for contact segmentation, invitation email dispatch, and event list building with Event API.
3.6. Salesforce
• Feature/Setting: Automates campaign members addition and RSVP tracking via Campaign Management API.
3.7. Mailchimp
• Feature/Setting: Automation for segmented campaign sends, RSVP forms managed via Campaign API.
3.8. Eventbrite
• Feature/Setting: Automates event creation and registration handling, triggers email/SMS using their REST API.
3.9. Microsoft Teams
• Feature/Setting: Automated webinar scheduling and invite distribution using Teams Scheduling API.
3.10. Slack
• Feature/Setting: Automated direct invitations via Slack Messaging API to selected channels or users.
3.11. Shopify
• Feature/Setting: Automated customer segmentation to feed invitation lists using Customers API.
3.12. Facebook (Meta)
• Feature/Setting: Automate event boost and invite message via Messenger Platform API.
3.13. WhatsApp Business API
• Feature/Setting: Automated personalized invitations, reminders, and follow-ups for registration confirmation.
3.14. Google Sheets
• Feature/Setting: Automates RSVP list creation and updating as rows via Sheets API.
3.15. Zapier
• Feature/Setting: Automation linking multi-app invitations, triggers/workflows using “Webhooks” and “Email” actions.
3.16. Typeform
• Feature/Setting: Automates event RSVP forms, connects response submission notifications to downstream automations.
3.17. Outlook
• Feature/Setting: Inclusion in meeting invites automated using Graph API for contacts.
3.18. Zoho CRM
• Feature/Setting: Contact segmentation, automated email flow and invitation tracking with Zoho CRM API.
3.19. Marketo
• Feature/Setting: Automation for invitation campaigns, triggered events, and registration APIs.
3.20. AirTable
• Feature/Setting: Automates attendee database updating and event info via API integration.
3.21. SMSGlobal
• Feature/Setting: Automates SMS outreach with scheduled or triggered campaigns using SMS API.
3.22. SurveyMonkey
• Feature/Setting: Automates feedback/re-engagement after event via survey and invitation API.

Benefits

4.1. Streamlines and automates personalized invitations, registration, and reminder workflows to maximize event attendance.
4.2. Reduces administrative workload by automating all stages of invite and RSVP management.
4.3. Uniform data synchronization by automatedly connecting marketing, CRM, and calendar platforms.
4.4. Enhances customer experience with timely, unified multi-channel communications automatedly managed.
4.5. Provides analytics and reports automatically for tracking campaign engagement and event ROI.