1.Monitors new attendee check-in
Integrate Humanitix and event tracking tools to capture new attendee check-in details into your workflow.
Send post-event feedback and CPD email to attendees
Automatically monitor new attendee check-in events across Humanitix and your CRM with Attio. Send post-event feedback and CPD email when check-ins complete and after a wait period β so you can record attendance, email feedback, and track engagement without manual follow-up.
How this automation sends CPD-ready follow-up emails
When attendee check-ins happen, responses can get delayed and CPD documentation can be missed. This automation captures check-in data, logs attendance in Attio, waits, and sends feedback and CPD emailsβso your team can follow up at the right time.
Humanitixor swap with your favorite app
2.Finds or creates attendee
Integrate Attio and CRM data mapping to match attendee emails and create or fetch the person record.
Attioor swap with your favorite app
3.Creates attendance note
Integrate Attio and CRM notes tools to create an attendance note and link it to the person record.
4.Delays for one day
Integrate Delay by Zapier and scheduling tools to wait 24 hours before sending feedback to avoid collisions.
Delay by Zapieror swap with your favorite app
5.Sends feedback and CPD email
Integrate SMTP by Zapier and email personalization tools to send the feedback and CPD certificate message.
SMTP by Zapieror swap with your favorite app
6.Plants a tree on behalf
Integrate Ecologi and impact campaign tracking to optionally plant a tree when attendance is confirmed.
Ecologior swap with your favorite app
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Accelerate attendee outreach with automated email sends, lead routing, and follow-up tracking
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