LEAD GENERATION
Dedupe a conference attendee CSV against your CRM and enrich new leads
Ingests a raw conference attendee list, removes exact and fuzzy duplicates already in HubSpot, enriches the net-new contacts with company and role data.
How it runs
The automated pipeline, trigger to output.
- TriggerNew attendee CSV dropped in watched folderDropbox
- ActionParse and normalize attendee rows
- ActionMatch each contact against HubSpotHubSpot
- LogicSplit known contacts from net-new
- ActionEnrich net-new leads with title and companyExa
- OutputWrite clean enriched leads to AirtableAirtable
What it does
Turns a messy exported attendee list into a deduplicated, enriched lead list. It matches each attendee against existing HubSpot contacts on email and fuzzy name+company, drops anyone you already know, enriches the remainder, and stages them as fresh leads.
When to use it
Right after a conference closes registration and hands you a 2,000-row CSV. You want only the people who are genuinely new to your pipeline, with their title and company filled in, before sales starts outreach.
How it works
- 1A new attendee file landing in a watched Dropbox folder triggers the run.
- 2The file is parsed row by row into normalized contact records (email lowercased, names trimmed).
- 3Each record is checked against HubSpot: exact email match or fuzzy name+company match flags it as a known contact.
- 4A filter splits the list — known contacts are skipped, net-new contacts continue.
- 5Exa enriches each net-new contact with current title, company, and LinkedIn URL.
- 6The clean, enriched leads are written to an Airtable "Conference Leads" base, tagged with the event name and import date.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect ExaNeural search across the web.
- 4Connect AirtableBases, tables, views, automations.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.