LEAD GENERATION
Route Hot Conference Leads to Reps in Teams
When a conference lead's score crosses the hot threshold, posts a routed alert to the owning rep in Microsoft Teams with the intent signal and a one-click link to the Attio record.
How it runs
The automated pipeline, trigger to output.
- TriggerAttio lead score updatedAttio
- LogicFilter to hot threshold and not-yet-alerted
- LogicRoute lead to owning rep
- ActionPost routed alert with signal and link to TeamsMicrosoft Teams
- OutputMark record alerted in AttioAttio
What it does
Gets the hottest conference leads in front of the right rep instantly. When a lead's priority score crosses your 'hot' threshold, the flow figures out which rep owns that territory or account and posts a targeted alert in Microsoft Teams, including the intent signal that fired and a direct link to the Attio record so the rep can act in seconds.
When to use it
Use it during and right after a busy conference when scoring is updating in real time and you can't have reps refreshing a queue. It pushes only the truly hot leads to the person who can act, instead of flooding a shared channel.
How it works
- 1The flow triggers when an Attio conference lead's score is updated.
- 2A filter passes only leads that cross the hot threshold and haven't already been alerted.
- 3A routing step maps the lead to the owning rep by territory, industry, or account ownership.
- 4A Teams message is posted to that rep with the lead name, company, firing intent signal, and a link.
- 5The Attio record is marked 'alerted' to prevent duplicate pings.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Lead Generation workflows
Webhook-triggered Brave rising-keyword check into a Notion trend queue
When an external trend or alert tool fires a webhook with a keyword, checks Brave for current intent volume and freshness, has an LLM judge whether it's a real warm signal.
Fuzzy-match badge companies to Salesforce accounts and enrich
Resolves messy hand-typed company names from badge scans to canonical Salesforce accounts using domain and fuzzy-name matching, enriches missing firmographics.
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.
Daily rollup of scored webinar leads from Airtable into HubSpot lists
On a schedule, read newly scored webinar leads from Airtable, sync each into the matching HubSpot tiered list (Hot/Warm/Cold).
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.
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.
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.