LEAD GENERATION
Alert the Account Owner When an Existing Customer Scans Your Booth
The moment a badge scan matches an existing HubSpot customer, this workflow notifies the account owner in Slack and emails them the customer's open deals and recent activity…
How it runs
The automated pipeline, trigger to output.
- TriggerNew badge scan arrives
- ActionLook up scan in HubSpot for customer matchHubSpot
- LogicContinue only if existing customer with an owner
- ActionPull open deals, last activity, and ownerHubSpot
- OutputSlack ping the owner and email a context summarySlack
What it does
When a current customer or open opportunity walks up to your booth, the worst outcome is a junior rep pitching them cold. This workflow detects scans that match existing customers in HubSpot and instantly routes a heads-up to the real account owner, with the context they need to walk over and say hello.
When to use it
Run it live during the event on the incoming scan stream. Best for companies whose customers and prospects attend the same shows and where relationship continuity matters more than raw lead volume.
How it works
- 1The flow triggers on each new badge scan as it arrives.
- 2It looks up the scan in HubSpot and checks for an existing customer record or open deal.
- 3A branch continues only when there's a match with an assigned owner; everything else is ignored by this flow.
- 4It pulls the account's open deals, last activity date, and owner from HubSpot.
- 5It sends a direct Slack ping to the owner and a Gmail summary so they can intercept the customer on the floor.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect GmailRead, draft, send, label.
- 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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