LEAD GENERATION
Book 20-Minute Intro Slots for Net-New Conference Leads via Google Calendar
For every badge scan that isn't already in HubSpot, this workflow creates the contact, finds open slots on the assigned rep's Google Calendar.
How it runs
The automated pipeline, trigger to output.
- TriggerNet-new badge scan flagged 'new'
- ActionCreate or update HubSpot contact with show and booth notesHubSpot
- LogicAssign rep by territory or product topic
- ActionFind open 20-min slots on rep's Google Calendar and hold oneGoogle Calendar
- OutputEmail prospect a personalized intro hold via GmailGmail
What it does
The value of a conference fades fast — the people who matter are the ones you've never talked to. This workflow isolates net-new badge scans, creates them as HubSpot contacts, books a tentative 20-minute intro on the right rep's Google Calendar, and sends each prospect a warm, personalized hold so meetings are on the books before competitors follow up.
When to use it
Run it nightly during a multi-day event so net-new leads get an intro offer within 24 hours of meeting your booth, while the conversation is still fresh. Best when you have a small set of reps with known territories or product focus.
How it works
- 1The flow triggers on a new badge scan that a prior dedupe step marked `new`.
- 2It creates or updates the HubSpot contact with show, booth, and scan notes.
- 3It assigns a rep by territory or topic, then queries that rep's Google Calendar for open 20-minute slots the week after the show.
- 4A tentative calendar event is created with the prospect as a guest.
- 5Gmail sends a personalized intro email referencing the booth conversation and the proposed time, with a one-click decline.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Google CalendarEvents, attendees, availability.
- 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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