Marketing & Post-Sale AutomationPurpose
1.2. The automation educates leads on product lines, converts them into buyers, and keeps the brand top-of-mind via multi-channel, timed communication workflows.
1.3. Automates segmentation, message personalization, follow-ups, reminders, and feedback requests automatically, increasing conversion rates and sales pipeline velocity.
1.4. Automated processes ensure leads do not drop off and receive relevant, regular communication tailored to industry and interest.
Trigger Conditions
2.2. Lead uploads business card or registers at booth.
2.3. Email, phone, or social handle entry into CRM, form, or app.
2.4. Webinar attendance status marked as “Attended” or “Registered.”
2.5. Manual or automated segment tag added (example: “BarStool_Lead”).
Platform Variants
3.1. Salesforce CRM
• Feature/Setting: Process Builder or Flow automation; trigger on new Lead record, auto-assign to nurturing campaign.
• Example: Configure “Trade Show Lead” Rule in Process Builder with timed email workflow.
3.2. HubSpot
• Feature/Setting: Automated Workflows; trigger nurturing email drip for “Event” lists.
• Example: Create workflow; set enrollment trigger to contact property “Event Lead Source.”
3.3. Mailchimp
• Feature/Setting: Customer Journeys; import new contacts to “Webinar Leads” Audience, trigger automated sequences.
• Example: Automated welcome, educational, and promotional emails at intervals.
3.4. ActiveCampaign
• Feature/Setting: Automation Builder for conditional logic, email drips, and task assignments.
• Example: “Trade Show Follow-up” automation triggers on lead tag “BarStool.”
3.5. Zoho CRM
• Feature/Setting: Workflow Rules for new Leads; assign nurturing sequence tasks or emails.
• Example: Automated email notifications and scheduled sales follow-ups.
3.6. Marketo
• Feature/Setting: Smart Campaigns and Engagement Programs; auto-enroll based on lead capture form.
• Example: “Furniture Webinar” campaign engagement program.
3.7. Klaviyo
• Feature/Setting: Flows; trigger based on list or event properties (trade show attendance).
• Example: Automated introductory sequence for new “Bar Stool Leads.”
3.8. Pardot
• Feature/Setting: Engagement Studio automation for registering leads, auto-sequencing emails and SMS.
• Example: “Wholesale Inquiry” lead nurturing journey.
3.9. Twilio
• Feature/Setting: Automated SMS workflows; API configured for post-event lead follow-ups.
• Example: Trigger personalized “thanks for meeting us” SMS.
3.10. SendGrid
• Feature/Setting: Marketing Campaigns API or Automation Triggers for email nurturing.
• Example: Automated onboarding for new “Event” list members.
3.11. Intercom
• Feature/Setting: Series for automating personalized chat follow-ups post-event.
• Example: Business hours chatbot nurture prompt on lead import.
3.12. Facebook Lead Ads
• Feature/Setting: Webhook/API integration to automate nurturing flow on new lead capture.
• Example: Connect ad leads to email, SMS sequence via integration.
3.13. Google Sheets
• Feature/Setting: Automate syncing of captured leads, trigger notifications, or pass data to email/SMS automators.
• Example: Script auto-initiates email workflow for new row “Trade Show.”
3.14. Calendly
• Feature/Setting: Automated meeting invite after content delivery or “Register Interest” action.
• Example: Auto-send meeting booking invite after nurturing step.
3.15. Pipedrive
• Feature/Setting: Workflow Automation; auto-advance stage, send emails, assign tasks to sales rep.
• Example: Move “Trade Show” deals to nurturing stage automatically.
3.16. Microsoft Power Automate
• Feature/Setting: Power Automate Flow to route new leads to CRM and initiate multichannel nurturing.
• Example: Logic triggers after Microsoft Form submission.
3.17. Slack
• Feature/Setting: Notification to sales rep/channel when a new trade show lead is added/engaged.
• Example: Auto-notify after nurturing step or lead interest.
3.18. Trello
• Feature/Setting: Automated card creation for new lead, checklist for nurturing actions.
• Example: Card automation for each “Webinar Lead” captured.
3.19. WhatsApp Business API
• Feature/Setting: Automated send of product catalogs or follow-up messages post-event.
• Example: Trigger WhatsApp nurturing messages.
3.20. Google Calendar
• Feature/Setting: Automate reminders or appointment invites in nurture sequence.
• Example: Auto-schedule follow-up call/block after lead engagement.
3.21. Unbounce
• Feature/Setting: Automated follow-up sequence for leads captured on landing page.
• Example: Webhook to initiate nurturing workflow on new submission.
3.22. Typeform
• Feature/Setting: Trigger workflow automation on form completion, add lead to nurturing list.
• Example: Typeform submission launches email/SMS sequence.
3.23. DocuSign
• Feature/Setting: Automate sending documents/contracts after certain nurturing sequence steps.
• Example: Trigger DocuSign agreement after “Interested” reply.
Benefits
4.2. Ensures timely, relevant outreach for each event- or webinar-acquired lead.
4.3. Automator minimizes manual follow-ups, saving time for sales staff.
4.4. Fully automatable for multi-channel communication (email, SMS, chat, social).
4.5. Automated data entry and lead assignment improves CRM accuracy and response speed.
4.6. Automation scales easily as event lead volumes grow.
4.7. Consistent and automated nurturing improves post-event ROI.
4.8. Tracks engagement, enabling automated re-targeting and personalized content delivery.