LEAD GENERATION
Booth Badge Photo to HubSpot Follow-up Sequence
Reads a photographed event badge, OCRs the name, company, title, and email, creates or updates a HubSpot contact.
How it runs
The automated pipeline, trigger to output.
- TriggerBooth app POSTs badge photo to webhookHTTP webhook
- ActionOCR badge: extract name, company, title, emailOpenAI
- LogicValid email found? Route low-confidence scans to review
- ActionCreate or update HubSpot contact with event propertiesHubSpot
- ActionEnroll contact in post-event nurture sequenceHubSpot
- OutputPost parsed fields back to rep for confirmationSlack
What it does
Turns a phone photo of a conference badge into a fully qualified HubSpot contact and drops them straight into a follow-up email sequence — no manual data entry at the booth.
When to use it
Run this at a trade show or expo where staff snap badge photos as people stop by. It's built for teams that already live in HubSpot and want every scanned lead enrolled in nurture before the prospect leaves the hall.
How it works
- 1A booth photo lands at a webhook endpoint (the badge-scanner app POSTs the image plus the rep's name).
- 2An OCR/vision step extracts name, company, job title, and email from the badge text.
- 3A logic check confirms a usable email was found; low-confidence scans are routed for manual review instead of enrollment.
- 4HubSpot creates or updates the contact, stamping the event name, booth rep, and scan timestamp as properties.
- 5The contact is enrolled in the designated post-event nurture sequence.
- 6A confirmation with the parsed fields is posted back so the rep can correct anything on the spot.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Lead Generation workflows
Instantly triage uploaded badge CSVs and notify the SDR lead
Accepts a badge-scan CSV via webhook, validates and dedupes it on the spot, checks each attendee against HubSpot.
Score Zoom webinar poll answers into a tiered outreach queue
When a Zoom webinar ends, pull each attendee's poll responses, compute an intent score, and write a tiered (Hot/Warm/Cold) outreach queue to Airtable for the sales team to work.
Classify open-text webinar poll answers with AI and enrich the lead record
For webinars that use free-text poll questions, an AI step reads each attendee's written answers, classifies intent and pain points into structured fields.
Fast-track hot webinar leads into HubSpot and ping the rep on Slack
After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Agent-driven Brave intent harvest with enrichment and Gmail draft outreach
A CEO-driven agent harvests intent signals from Brave, enriches each prospect via web research, writes a personalized cold email.
Manual Brave keyword sweep into an Airtable research board
On demand, sweeps a topic across Brave Search, clusters the results by buying stage with an LLM, and writes a deduplicated research board to Airtable with company, source URL.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.