Event coordinators manually export attendee lists, copy data into spreadsheets, check for duplicates, and send welcome emails and follow-up surveys one by one. This repetitive work consumes per event and introduces data entry errors.
Automation captures attendee data directly from the registration platform, deduplicates records in the CRM, and triggers welcome emails and follow-up surveys automatically. The coordinator focuses on strategy and attendee experience instead of data entry.
The full workflow, from trigger to completion.
Workflow triggers when a new attendee completes registration or checks in at the event venue.
Automation retrieves full attendee record including name, email, company, and registration timestamp API.
The automation checks for existing contact records, merges duplicates, and enriches attendee profile with company and role data.
Automation creates a new contact record or updates an existing one with attendee details and event association.
Automation sends a templated welcome email with event agenda, login credentials, and course materials to the attendee.
Automation schedules a follow-up survey email to be sent 3 days after the event with a link to a feedback form.
Automation sends a summary notification confirming attendee onboarding and follow-up scheduling.
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