LEAD GENERATION
Flag a freshly added attendee if your team already knows them
Whenever a new attendee row is added to your event Airtable, instantly checks Salesforce for any existing relationship and posts a real-time alert to Slack if a teammate already…
How it runs
The automated pipeline, trigger to output.
- TriggerNew attendee row added to AirtableAirtable
- ActionNormalize attendee email and company
- ActionSearch Salesforce for matching account and ownerSalesforce
- LogicBranch on known account vs unknown attendee
- OutputAlert the owning rep in SlackSlack
What it does
Watches your event attendee table and reacts the moment a new person is added. It looks them up in Salesforce, and if any rep already owns or has touched that account, it fires a Slack alert so you can route a warm follow-up instead of treating them as a stranger.
When to use it
During an active event when attendees trickle in (badge scans, on-site signups) and you want sales notified in real time about which arrivals are already in your book of business.
How it works
- 1A new row added to the Airtable attendee table triggers the run.
- 2The attendee's email and company are normalized.
- 3Salesforce is searched for a matching contact or account, returning the owning rep and last activity date.
- 4A logic step decides: known account routes to alert, unknown attendee ends quietly.
- 5For known accounts, a Slack message to the rep's channel names the attendee, the owner, and how recently they were active so the rep can intercept them on-site.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Lead Generation workflows
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After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Webhook-triggered Brave rising-keyword check into a Notion trend queue
When an external trend or alert tool fires a webhook with a keyword, checks Brave for current intent volume and freshness, has an LLM judge whether it's a real warm signal.
Fuzzy-match badge companies to Salesforce accounts and enrich
Resolves messy hand-typed company names from badge scans to canonical Salesforce accounts using domain and fuzzy-name matching, enriches missing firmographics.
Daily rollup of scored webinar leads from Airtable into HubSpot lists
On a schedule, read newly scored webinar leads from Airtable, sync each into the matching HubSpot tiered list (Hot/Warm/Cold).
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.
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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