Event or trade show follow-up automations

Purpose

1.1. Ensure prompt, personalized follow-up with event or trade show leads to maximize engagement, collect feedback, nurture prospects, and track ROI on marketing efforts.
1.2. Automate segmentation, outreach, lead enrichment, and scheduling post-event communications tailored to agricultural equipment buyers, distributors, and influencers.
1.3. Sync attendee data across CRM, marketing, and analytics platforms for a unified corporate sales/marketing pipeline.

Trigger Conditions

2.1. New lead registered during or after trade show via badge scan, app form, or business card capture.
2.2. End of event date/time reached.
2.3. Survey or feedback form submitted at event booth.
2.4. Manual trigger by sales/marketing team for VIP or high-value contacts.

Platform Variants

3.1. Salesforce
• Feature/Setting: Use Web-to-Lead API to capture trade show data and trigger workflow rules for follow-up tasks.
3.2. HubSpot
• Feature/Setting: Workflow Automation; trigger emails/sequences based on new event contact property.
3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate flows; monitor event registration entity for new entries.
3.4. Zoho CRM
• Feature/Setting: Zoho Flow; trigger follow-up workflow on new lead from event form.
3.5. Mailchimp
• Feature/Setting: Event-based email automation; trigger based on new audience segment/tag.
3.6. ActiveCampaign
• Feature/Setting: Automations; start series when a contact is added to “Trade Show Leads” list.
3.7. Marketo
• Feature/Setting: Smart Campaigns; trigger by list import of event attendees.
3.8. Pardot
• Feature/Setting: Completion Actions; instant autoresponder after event form submission.
3.9. Twilio SMS
• Feature/Setting: Programmable Messaging; set to send personalized SMS after scan.
3.10. Slack
• Feature/Setting: Incoming Webhooks; notify corporate team or trigger followup tasks post event.
3.11. Google Sheets
• Feature/Setting: Apps Script trigger; new row (lead) added activates script for email/SMS.
3.12. SurveyMonkey
• Feature/Setting: Webhook; trigger followup surveys post event based on completion.
3.13. Eventbrite
• Feature/Setting: Event End API webhook; send attendee list to automation flow.
3.14. Calendly
• Feature/Setting: Invitee Created event; automatically schedule demo/meeting invites.
3.15. SendGrid
• Feature/Setting: API send; dispatch batch personalized email followup.
3.16. GMail
• Feature/Setting: Apps Script/SMTP; mail-merge for post-event outreach.
3.17. LinkedIn
• Feature/Setting: LinkedIn API or Sales Navigator; auto-send connection/inMail post event.
3.18. Typeform
• Feature/Setting: Zapier/Direct Webhook; trigger feedback form distribution after event.
3.19. Asana
• Feature/Setting: API task creation; generate follow-up tasks/assignments for sales team.
3.20. Monday.com
• Feature/Setting: Automations; set followup task on new “event lead” item.
3.21. Notion
• Feature/Setting: API; insert and flag new event attendees for sales nurture.
3.22. Intercom
• Feature/Setting: Custom Bots; initiate automated message to event leads.
3.23. Pipedrive
• Feature/Setting: Workflow Automations; trigger new deal/lead assignment after event.
3.24. Airtable
• Feature/Setting: Script/Automations; update records and send outreach emails.

Benefits

4.1. Accelerates engagement and nurturing for high-value prospects.
4.2. Reduces manual workload and eliminates delays/errors in follow-up.
4.3. Ensures consistent and timely brand communication.
4.4. Increases lead-to-sale conversion rates with personalized, prompt outreach.
4.5. Enhances data accuracy and reporting for marketing ROI analysis.