1.Detect event start in 26 hours
Integrate Google Calendar and event scheduling tools to watch for event start windows and pull attendee details for CRM processing.
Add session attendees to CRM and notify program coordinators
Automatically detect event start windows and upcoming session attendees across Google Calendar, Filter by Zapier, Keap, and Slack. Create and update contacts when session starts in 26 hours, attendee emails are present, or attendee lists loadβso you can create records, add reminder tags, and notify staff without manual follow-up.
How this automation accelerates session follow-up
When an event starts in 26 hours, delays can cause missed reminders and unassigned outreach. This automation monitors session events and filters attendee data, then creates or updates CRM contacts and sends team alertsβso your team can follow up at the right time.
Google Calendaror swap with your favorite app
2.Exclude non qualifying session events
Integrate Filter by Zapier and workflow rules to continue only for events that are not excluded and meet session criteria.
Filter by Zapieror swap with your favorite app
3.Check whether attendee email exists
Integrate Filter by Zapier and email validation tools to route only attendees with emails toward Keap, or send Slack fallback.
4.Create or update attendee contact
Integrate Keap and CRM mapping tools to create or update contacts, then add session reminder tags and opt in flags.
Keapor swap with your favorite app
5.Notify team when emails are missing
Integrate Slack and team chat tools to send a message with event details for manual follow-up when attendee emails are absent.
Slackor swap with your favorite app
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