Purpose
1.2. Automate reminders, thank-you emails, informational follow-ups, and promotional messages tailored for food service supply buyers.
1.3. Automator sequences to gather attendee feedback, segment new leads, and trigger sales actions automatically.
1.4. Automatedly deliver educational resources, catalogs, and exclusive offers to maximize engagement and repeat wholesale orders.
Trigger Conditions
2.2. Attendee checked in to an event/webinar.
2.3. Webinar session completed.
2.4. Registrant didn’t attend—automate re-engagement follow-up.
2.5. Specified time elapsed since registration.
2.6. Feedback form submitted.
2.7. Specific tags/fields (e.g. "Restaurant Owner") applied during registration.
Platform Variants
• Feature/Setting: Customer Journeys, configure API "Add Subscriber to Workflow" for automated post-event emails.
3.2. HubSpot
• Feature/Setting: Workflows automation, trigger on "Form Submission" and "List Membership" for follow-up and lead scoring.
3.3. ActiveCampaign
• Feature/Setting: Automation Builder, API "Create Contact Automation" to automate engagement series.
3.4. Salesforce
• Feature/Setting: Process Builder, API "Lead Update" triggers automated CRM actions.
3.5. Microsoft Power Automate
• Feature/Setting: Automated Flow, connector "When an Event is created (Outlook)", automates conditional follow-up.
3.6. Google Workspace
• Feature/Setting: Apps Script + Calendar API for automating event-based email workflows.
3.7. Zoom
• Feature/Setting: Webinar Registrant Webinar Completed webhook, automate sending recap and offers.
3.8. Webex
• Feature/Setting: API "List Events" + "Send Message" automates attendee reminders.
3.9. GoToWebinar
• Feature/Setting: Webhooks for "New Registrant", automating multi-step follow-ups.
3.10. Eventbrite
• Feature/Setting: "Attendee.created" webhook + Mailchimp API for automating lead capture and nurture emails.
3.11. Twilio
• Feature/Setting: Programmable SMS, API "SendMessage" to automate event reminders and follow-ups.
3.12. SendGrid
• Feature/Setting: Transactional Templates, API "Mail Send" automates confirmation and promotional emails.
3.13. Slack
• Feature/Setting: Incoming Webhooks, automates team notifications for new registrations.
3.14. Intercom
• Feature/Setting: Event-based messaging, API "Create Conversation" to automate personalized follow-ups.
3.15. Typeform
• Feature/Setting: Response Webhooks, automate triggering nurtures based on attendee survey results.
3.16. Airtable
• Feature/Setting: Automations, trigger updates on attendee status and automate record segmentation.
3.17. Pipedrive
• Feature/Setting: Workflow Automation, move leads through pipeline based on event engagement.
3.18. Zapier
• Feature/Setting: Multi-step Zaps, automate handoffs between registration forms, CRM, and marketing tools.
3.19. Calendly
• Feature/Setting: Event Scheduled Webhook, automate adding meetings and follow-up email triggers.
3.20. Lemlist
• Feature/Setting: Automated Email Sequences, API "Add Lead to Campaign" for nurturing cold registrants.
3.21. WhatsApp Business API
• Feature/Setting: Message Templates, automate reminders and info-blasts.
3.22. Klaviyo
• Feature/Setting: Flows Automation, automate segmentation and lead nurturing for tableware buyers.
Benefits
4.2. Ensures timely, consistent follow-up, increasing show-up and conversion rates.
4.3. Automated segmentation allows highly targeted messaging and offers.
4.4. Automation provides real-time lead data for the sales team to prioritize hot prospects.
4.5. Improves customer satisfaction through automated, personalized communications.
4.6. Automator reduces missed sales opportunities through automated nurture flows.