Case Study: Nonprofit Insurance Alliance streamlines webinar automation with Webdew HubSpot management services

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Preview of the Nonprofit Insurance Alliance Case Study

Nonprofit Insurance Alliance automates 22 webinar workflows with Webdew

The Nonprofit Insurance Alliance, a group of cooperative nonprofit insurance organizations, needed to automate its complex event registration and communication process for broker webinars. Their challenge was to create a system where contacts could select from numerous webinar date combinations and then receive automated confirmation and reminder emails with accurate calendar links. They sought assistance from Webdew for HubSpot management services.

Webdew implemented a detailed solution using HubSpot's properties, forms, workflows, and marketing emails. They created every possible combination of webinar dates to trigger accurate confirmation emails and later transitioned the entire automated process from Zoom to GoToWebinar. The result was a seamless automation system that handled event registrations, sent timely communications, and created lists for tracking attendees. The client was highly satisfied with Webdew's responsive service and the successful, loophole-free project delivery.


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