LEAD GENERATION
Attendee Import to Salesforce Leads with Voice-Note Call Tasks
Imports a conference attendee list into Salesforce as leads, enriches and assigns them by territory, and attaches a personalized voice note to a follow-up task for each owning rep.
How it runs
The automated pipeline, trigger to output.
- TriggerNew attendee file in DropboxDropbox
- ActionEnrich attendees via Brave SearchBrave Search
- LogicRoute to rep by territory
- ActionCreate enriched Salesforce leadsSalesforce
- ActionGenerate personalized voice notesElevenLabs
- OutputCreate rep follow-up tasks with voice noteSalesforce
What it does
This turns an attendee export into a working Salesforce queue: it creates enriched leads, routes them to the right rep by territory, and attaches a personalized voice note to a follow-up task so each rep opens their list with the call already half-made.
When to use it
When your team lives in Salesforce and uses task queues to drive follow-up. Best for organizations with territory-based ownership that want the first touch to feel personal at scale.
How it works
- 1A new attendee file in Dropbox starts the run.
- 2Brave Search enriches each attendee with company, role, and region.
- 3A routing branch assigns each lead to a rep based on territory rules.
- 4Leads are created in Salesforce with enrichment and owner set.
- 5ElevenLabs generates a personalized voice note per lead.
- 6A Salesforce follow-up task is created for the owning rep with the voice note attached.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect ElevenLabsText-to-speech, voice cloning.
- 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.
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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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