LEAD GENERATION
Real-time booth lead capture: enrich, score, and route badge scans to Salesforce
Fires when a booth lead form or badge scanner posts a contact, instantly enriches and ICP-scores it, then creates a Salesforce lead and routes hot ones to the right rep in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan / booth form posts contact via webhookHTTP webhook
- ActionExa enriches company firmographicsExa
- LogicScore ICP fit and assign Hot/Warm/Cold tier
- ActionCreate Salesforce lead with scoreSalesforce
- LogicBranch on tier for routing
- OutputAlert assigned rep in Slack for hot leadsSlack
What it does
Handles leads at the moment of capture during a live event. When your badge scanner or booth form posts a contact via webhook, it enriches the company, scores ICP fit, creates a Salesforce lead with the score attached, and immediately routes the hottest ones to the owning rep so follow-up can start before the attendee leaves the floor.
When to use it
Use it on the show floor when you're capturing leads in real time and want enrichment and routing to happen instantly rather than in a post-event batch. Ideal for teams running a staffed booth who want hot leads worked same-day.
How it works
- 1A badge scan or booth form posts the contact to the webhook trigger.
- 2Exa enriches the company with size, industry, and website.
- 3A scoring step assigns ICP fit and a Hot/Warm/Cold tier.
- 4A Salesforce lead is created with enrichment and score on the record.
- 5A branch checks the tier: Hot leads are routed to the assigned rep in Slack with full context; others are queued for normal nurture.
- 6The rep gets a real-time Slack alert to follow up on the floor.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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.