Automated onboarding of exhibitors and sponsors

Purpose

1. Automate and streamline the entire onboarding process of exhibitors and sponsors, from initial inquiry and application review, through agreement signing, information collection, booth assignment, digital asset sharing, scheduling, payment, and communications, reducing manual intervention and accelerating the readiness for trade shows and exhibitions.

Trigger Conditions

1. Automatedly fires when an exhibitor or sponsor submits a sign-up form.

2. Automates upon email inquiry from potential partners.

3. Triggered when payment confirmation is received.

4. Initiated on CRM status update for new leads.

Platform Variants

1. Salesforce

• Object/Flow: Automated Lead capture; configure Process Builder to auto-route new sponsor submissions to onboarding.
  

2. HubSpot

• Workflow: Automate onboarding sequence; set up trigger in Workflows from new form submission.
  

3. Zoho CRM

• Blueprint: Automated sponsor onboarding pipeline; configure Deal stage automation.
  

4. DocuSign

• API: Automates document signature requests by calling the envelope creation endpoint for agreements.
  

5. PandaDoc

• Trigger/Action: Automatedly sends digital contracts; set up API webhook for new onboarding events.
  

6. Jotform

• Integration: Automates data collection; auto-send responses to CRM via webhook.
  

7. Google Forms

• Script/API: Automatically forwards submission data to Google Sheets and triggers onboarding workflow.
  

8. Microsoft Power Automate

• Flow: Set up automated actions connecting Excel/CRM to send onboarding emails or tasks.
  

9. Asana

• Automation Rules: Auto-create onboarding tasks per new intake with Asana’s Rules feature.
  

10. Trello

• Butler Automation: Automates card creation and checklist assignments on new exhibitor entries.
  

11. Slack

• Workflow Builder/API: Automates channel invites and onboarding notifications on new entries.
  

12. Mailchimp

• Audience Automation: Automates welcome email campaign using API or Audience triggers.
  

13. SendGrid

• Automation: Configure Marketing Campaign triggers for exhibitor communications.
  

14. Stripe

• Webhook/API: Automates payment confirmation and triggers next onboarding stage.
  

15. PayPal

• IPN Listener: Automator auto-detects new payments and updates onboarding status.
  

16. Eventbrite

• Webhook/API: Automates new sponsor ticket registration to trigger the onboarding flow.
  

17. Calendly

• Workflow: Auto-schedule onboarding calls/meetings, integrating its webhook to update CRM.
  

18. Dropbox

• API/Workflow: Automates sharing of exhibitor kits or documents post-onboarding confirmation.
  

19. Airtable

• Automation: Automate transitions in onboarding pipeline with scripting and table triggers.
  

20. Intercom

• Series: Automates sponsor/exhibitor welcome chats and knowledge base dissemination.
  

21. Monday.com

• Automations: Automate the creation of onboarding boards, phase transitions, and notifications.
  

22. Pipedrive

• Workflow Automation: Triggers onboarding communications when a new sponsor deal is marked “won.”
  

23. Zendesk

• Trigger: Automatedly creates onboarding tickets for each new exhibitor registration.
  

24. Typeform

• Webhook: Automates data entry to CRM and triggers onboarding workflow upon submission.
  

Benefits

1. Automates repetitive onboarding tasks, saving time and minimizing errors.

2. Automating communications ensures consistency and professional brand experience.

3. Automated information routing accelerates document collection and agreement processes.

4. Automator reduces manual follow-ups and delays in onboarding workflow.

5. Automation provides real-time status tracking and analytics for management.

6. Automatable integrations reduce dependency on staff and manual oversight.

7. Automated onboarding enhances satisfaction for exhibitors and sponsors with prompt, clear steps.

8. Scale onboarding efficiently across multiple trade shows without additional resources.