Event/webinar registration and follow-up workflows

Purpose

1.1. Automate end-to-end event/webinar registration, reminders, attendee management, follow-up, and post-event communications tailored for HVAC wholesale air filter suppliers.
1.2. Capture registrant data, segment audiences, trigger confirmations, integrate calendar holds, streamline notifications, and deliver targeted post-event resources to maximize engagement, reduce manual workload, and ensure data consistency across marketing and CRM platforms.

Trigger Conditions

2.1. New registration submitted via landing page, form, or embedded widget.
2.2. Attendee status updated (confirmed, attended, not attended).
2.3. Scheduled times for reminders (e.g., 1 week, 1 day, 1 hour before event).
2.4. Event completion for automatic launching of follow-up sequence.

Platform Variants

3.1. HubSpot
• API: Forms API – capture submissions; Workflow API – automate attendee notifications.
3.2. Salesforce
• API: Web-to-Lead – register; Process Builder – automate tasks and reminders.
3.3. Zoho CRM
• Feature: Webforms – lead capture; Workflow Rules – trigger emails/post-event actions.
3.4. Eventbrite
• API: Webhooks – new registration, status change; Event Reporting API – attendee lookup.
3.5. GoToWebinar
• API: Registrant Endpoint – add new; Attendance Report API – attendance status.
3.6. Microsoft Teams
• API: Graph API for webinar creation; Calendar endpoints for scheduling.
3.7. Zoom
• API: Webinar endpoint – create/register/list participants; Webhooks for join/registration actions.
3.8. Calendly
• API: Scheduled Events – detect new bookings; Invitee Created Trigger – register.
3.9. Google Forms
• Trigger: New Response; Sheets API for data collection.
3.10. Mailchimp
• Feature: Audience API – add/update contact; Campaign Trigger – reminder & follow-up.
3.11. ActiveCampaign
• API: Automation Start on Tag – registrant signaling; Contact API – status update.
3.12. SendGrid
• Feature: Single Send – confirmation/reminder emails; Contact List API – segment attendees.
3.13. Twilio
• SMS API – send mobile reminders; Notify for bulk events.
3.14. Slack
• Incoming Webhooks – notify internal event teams; Bot Message API for attendee alerts.
3.15. Trello
• API: Card Creation for new registrants; Checklist for task management.
3.16. Asana
• API: Task Endpoint – event workflow assignments; Webhook for status changes.
3.17. Microsoft Outlook
• API: Calendar Endpoint – insert events; Mail API for calendar invites.
3.18. Google Calendar
• API: Event Insert – add registrant meeting; Event Watch for updates.
3.19. Intercom
• Conversations API – real-time messaging to registrants; User Update – mark attendance.
3.20. Typeform
• Responses API – new registration; Webhook trigger for follow-up flow.
3.21. Pipedrive
• API: Deal/Lead creation on registration; Workflow Automations for follow-up.
3.22. Marketo
• API: Lead Capture for registration; Smart Campaigns for reminders.

Benefits

4.1. Eliminates manual registration and reduces errors.
4.2. Ensures timely, tailored reminders and post-event follow-ups.
4.3. Integrates registration and attendance data with CRM/marketing platforms.
4.4. Increases event attendance, follow-through, and nurture conversion.
4.5. Provides analytics for marketing optimization and ROI measurement.