1.Detect sample completion event
Integrate Klaviyo and event tracking to trigger the invite workflow when a completed sample event happens.
Create webinar invitees after a customer's sample completes
Automatically monitor sample completion events across Klaviyo and Calendly. Create and update webinar invitees when sample completion triggers, so you can qualify follow-ups, schedule outreach, and enroll customers without manual outreach.
How this automation enrolls customers into webinar sequences
When sample completion events go unprocessed, outreach timing slips and invitees miss the intended webinar sequence. This automation qualifies events and delays follow-ups, then creates Calendly invitees across the webinar seriesβso your team can enroll customers without manual outreach.
Klaviyoor swap with your favorite app
2.Filters qualifying events
Integrate Filter by Zapier and event payload rules to continue only for sample-complete events that match your criteria.
Filter by Zapieror swap with your favorite app
3.Waits initial follow-up interval
Integrate Delay by Zapier and timing controls to wait the configured interval before creating the first invite.
Delay by Zapieror swap with your favorite app
4.Creates first webinar invitee
Integrate Calendly and scheduling fields to create the first invite using profile email, name fields, and timezone.
Calendlyor swap with your favorite app
5.Waits next outreach interval
Integrate Delay by Zapier and follow-up timing to pause for one week or your configured delay before the next invite.
6.Creates second webinar invitee
Integrate Calendly and scheduling fields to create the next invitee for the next webinar session after the delay.
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Simplify webinar execution with automated registration routing, attendee tracking, and follow-up triggers
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