Collecting reviews and referral leads from event attendees is manual and time-consuming. Marketing teams spend hours exporting lists, sending emails, monitoring responses, and manually logging leads into the CRM.
Automation captures attendee feedback and referral names directly from form submissions, extracts and categorizes leads by conversion likelihood, and posts reviews to directories automatically. The sales team receives qualified leads within minutes instead of days.
The full workflow, from trigger to completion.
Event status changes to completed or attendee list is finalized. The automation platform receives the attendee list with names, emails, and company details.
An automated email with an embedded Google Form is sent to each attendee. The form asks for a Google review, referral names, and contact details. Responses are logged automatically.
The automation analyzes each form response to identify referral leads, extract company names, and assess review sentiment. High-quality referrals are flagged for immediate sales outreach.
Qualified referral leads are automatically created as new contacts, linked to the source attendee, and tagged by industry and priority. The referral source is recorded.
A message is sent to the sales channel with a summary of new referral leads, including attendee name, referred company, and priority level. A link is included.
Positive reviews are automatically posted to the venue's Google Business Profile and industry review directories. Review text is formatted and attributed to the attendee.
Response rate, referral count, and review sentiment are logged for reporting and trend analysis.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.