LEAD GENERATION
Pre-Match the Pre-Show Attendee List Against HubSpot for Target Routing
Before the conference starts, this workflow takes the registrant export, enriches and matches each attendee against HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerPre-show attendee CSV uploaded to AirtableAirtable
- ActionMatch attendees to HubSpot by email and domainHubSpot
- LogicSort into open-opportunity, customer, target, unknown
- ActionWrite prioritized accounts and owners back to AirtableAirtable
- OutputPost per-rep target lists to SlackSlack
What it does
Waiting until badges are scanned is too late. This workflow runs on the pre-show registrant list: it matches every expected attendee against HubSpot, flags open opportunities and existing customers, and hands each rep a prioritized walk-the-floor target list before day one.
When to use it
Run it once the organizer sends the attendee or registrant export, typically a few days before the event. Ideal for teams who want to book booth time, plan dinners, and avoid wasting attention on accounts that aren't a fit.
How it works
- 1A pre-show attendee CSV is uploaded to a watched Airtable table.
- 2Each attendee is matched to HubSpot by email and company domain, pulling open deal stage and owner.
- 3A branch sorts attendees into `open-opportunity`, `customer`, `target-account`, and `unknown`.
- 4Matched accounts are written back to Airtable with priority and the owning rep.
- 5A per-rep target list is posted to each rep's Slack channel with names, companies, and the reason each one matters.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.
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