Turn an event list into a sequence
Clean the attendee list and draft outreach that references the event without inventing a conversation.
How it runs
- Step 1
Upload and match the list
Use the attendee file and event name. Match people to companies and existing CRM records before adding anyone.
- Step 2
Check who should receive outreach
Exclude customers and active opportunities where appropriate, resolve duplicate records and verify contact details.
- Step 3
Draft the event sequence
Reference attendance and the relevant event topic. Review the copy and recipients before starting the sequence.
Follow up while the event is still relevant
Clean the attendee list and draft outreach that references the event without inventing a conversation.
| Without Unify |  With Unify |
|---|---|
| Attendee lists are cleaned and matched by hand. | Match uploaded attendees to account and contact records. |
| Customers and open opportunities get the same follow-up. | Review exclusions and ownership before adding recipients. |
| Every attendee receives a generic event email. | Draft a sequence around the event and its relevant topics. |
Start from this prompt
Make it your own in Unify, then review the results.
Turn the event attendee list I upload into a sequence that references the event
How it changes by who you sell to
- Software
- The event topic connects to the prospect's team and tooling. Ask for each email to name the session and the tool the attendee's company runs, from BuiltWith, so the reference is specific.
- Professional services
- Reference the business problem discussed, without implying an existing client relationship. Ask for the sequence to open on the topic, and have Unify check the CRM for any client conflict first.
- Financial services
- Conference lists are heavy on vendors. Ask Unify to match the list against the CRM and to drop vendors and partners before anything sends.
- Healthcare
- Attendee titles are ambiguous. Ask for the sequence to reference the session, not the role, and for Unify to confirm the attendee's organization is a provider rather than a supplier.
- Manufacturing
- Trade-show lists carry plant contacts as well as buyers. Ask Unify to route each attendee to the owner of their account, and to write plant contacts a different first email from corporate ones.
Next in events and inbound activation
First-party audiencesBuild audiences from first-party engagementWebsite visits, content reads and campaign clicks are already yours. Combine them with the ICP into an audience that refreshes itself, and split it by who should work it.
+2Unworked engagementFind engaged accounts sales has not workedAccounts that read your content, opened your campaigns and visited your site, with no sales touch in two months. Marketing did its job. Hand them over with the evidence.
+4Post-event follow-upFollow up after an event with the right peopleThe badge you scanned is rarely the buyer. Drop customers and open deals, rank the rest, and add the decision makers who stayed home.
Connect what this workflow uses
Each guide covers the connection, what Unify reads and writes, and what to check before the first run.
- Connect SalesforceAuthorize Salesforce in Unify, configure CRM field mappings, and choose when to enable writing.
- Connect HubSpotConnect HubSpot to Unify, map Company and Person fields, and plan CRM exclusions and supported write-back.
- Connect GmailConnect Gmail to Unify for sequence emails and replies.
- Connect OutlookConnect Microsoft Outlook directly to Unify.
Questions about this workflow
What do I upload?
A CSV of attendees, with names and companies at minimum. Unify matches it against your CRM and enriches what is missing.
How does the sequence reference the event?
Each email names the event and, if you tell it, the session or topic, so the first line reads as a follow-up rather than cold outreach.
Does it check who is already a customer?
Yes. Connect Salesforce or HubSpot and customers, open deals and partners are left out before anything sends.
Can I split the list by owner?
Yes. Ask Unify to route each attendee to the owner of their account, so reps follow up with their own.