Conference Automations

Planning

Create Clickup Task when Conference Ticket is created in Hubspot

• Download list of attendees. If quality is good, upload to Hubspot.

• Marketing activities → TODO: List all activities

• Reach out to schedule meetings

• Check if Payhawk has an entry for the Event. If it doesn’t create it. Either way, add the Payhawk event name to Hubspot

Attendee(s) / Marketing

Attending

Meetings

Associate contacts met with Conference Ticket

Add a note and associate with Contact, Company and Conference Ticket

Attendee(s)

Follow-up

Follow up with all contacts met

Attendee(s)

Completed

Associate Deals with Conference Ticket → TBA

Add Conference Cost (from Payhack)

Cancelled