Marketing & Customer EngagementPurpose
1.2. Ensure every scanned or collected lead receives timely, personalized follow-ups.
1.3. Sync contact data into CRM, trigger segmented messaging, and automate appointment or demo scheduling.
1.4. Track interaction responses for qualification and sales pipeline acceleration.
1.5. Integrate multi-channel communications (email, SMS, calls) and monitor campaign effectiveness.
Trigger Conditions
2.2. Badge scan at trade show with data pushed to lead collection app.
2.3. Receipt of business cards or QR codes via scanning app.
2.4. Addition of new contact in CRM segment tagged "Event_2024."
2.5. Manual upload of CSV lead list post-event.
Platform Variants
3.1. Salesforce
• Feature: Process Builder/Flow
• Setting: Automate email sequence on new lead with "Event" tag.
3.2. HubSpot
• Feature: Workflows
• Setting: Trigger follow-up email and task creation on contact property update.
3.3. Zoho CRM
• Feature: Blueprint/Workflow Rules
• Setting: Auto-assign leads and send immediate SMS to new prospects.
3.4. Microsoft Dynamics 365
• Feature: Power Automate
• Setting: Initiate multi-step follow-up, add appointments, and move stages based on response.
3.5. Pipedrive
• Feature: Workflow Automation
• Setting: Send personalized emails and create deal records from trade show imports.
3.6. Mailchimp
• Feature: Customer Journeys
• Setting: On tag "Event_Lead," enroll in welcome drip campaign.
3.7. ActiveCampaign
• Feature: Automations
• Setting: Trigger lead scoring and send event-specific follow-up.
3.8. Sendinblue (Brevo)
• Feature: Automation
• Setting: Send personalized SMS and emails after lead import.
3.9. Twilio
• Feature: Messaging API
• Setting: Configure SMS campaign sent immediately after badge scan.
3.10. SendGrid
• Feature: Marketing Campaigns API
• Setting: Trigger transactional follow-up emails via API integration.
3.11. Slack
• Feature: Incoming Webhooks
• Setting: Notify sales reps in channel when new leads imported.
3.12. Google Sheets
• Feature: App Script Trigger
• Setting: Parse new rows (leads) and invoke outbound communications.
3.13. Calendly
• Feature: Webhooks/API
• Setting: Auto-invite leads to schedule demo with sales calendar.
3.14. Eventbrite
• Feature: Webhook Integration
• Setting: Create new CRM contact upon registration scan.
3.15. Typeform
• Feature: Webhook/Responses API
• Setting: Capture form submissions and initiate multi-step workflow.
3.16. Intercom
• Feature: Proactive Messages
• Setting: Send follow-up chat/email when email address matches event cohort.
3.17. Outreach
• Feature: Sequences
• Setting: Auto-enroll imported leads in call/email cadence.
3.18. Aircall
• Feature: Integrations
• Setting: Assign post-event call tasks and log outcomes.
3.19. WhatsApp Business API
• Feature: Messaging API
• Setting: Send personalized "Thanks for visiting" messages via automation.
3.20. Marketo
• Feature: Smart Campaign
• Setting: Define triggers for follow-up emails/SMS/call assignments post-import.
3.21. Zoho Campaigns
• Feature: Email Workflows
• Setting: Auto-segment event leads and start nurturing campaign.
3.22. PandaDoc
• Feature: Document Automation API
• Setting: Send digital brochures and track engagement by lead.
3.23. Trello
• Feature: Automation (Butler)
• Setting: Create follow-up boards/cards for each imported lead.
3.24. Monday.com
• Feature: Automations
• Setting: Auto-create tasks and assignees when leads are imported.
3.25. SurveyMonkey
• Feature: Webhook
• Setting: Send post-event surveys and track respondent feedback.
Benefits
4.2. Maintains engagement momentum, improving conversion rates.
4.3. Centralizes data for clearer lead tracking and analytics.
4.4. Supports multi-channel campaigns, maximizing attendee reach.
4.5. Accelerates sales cycles through rapid qualification.
4.6. Ensures no lead is lost due to human error or oversight.
4.7. Enhances brand professionalism through timely, consistent contact.