LEAD GENERATION
Map warm-intro paths from attendees to your team's existing relationships
For each high-priority conference attendee, finds whether anyone on your team already has a relationship with them in HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires one week before event
- ActionPull priority target list from AirtableAirtable
- ActionQuery HubSpot for owners, engagements, shared companiesHubSpot
- LogicScore and pick strongest internal connector per target
- OutputDM each connector their intro assignmentSlack
- OutputLog intro paths and owners to AirtableAirtable
What it does
Turns a target attendee list into a warm-intro plan. For each priority target it searches your CRM for prior contact ownership, email threads, or shared companies, identifies the teammate with the strongest existing relationship, and hands them the intro to make.
When to use it
Before a conference, when you have a shortlist of accounts you want to meet and you'd rather reach them through a colleague's existing relationship than a cold approach.
How it works
- 1A schedule fires a week before the event date.
- 2The priority target list is pulled from an Airtable "Targets" view.
- 3For each target, HubSpot is queried for an owning rep, logged engagements, and same-company connections to score relationship strength.
- 4A logic step picks the strongest internal connector per target, or flags the target as cold if no relationship exists.
- 5Each connector gets a Slack DM naming the target, the relationship evidence, and a suggested intro ask.
- 6The intro assignments and paths are written back to Airtable for tracking who owns each conversation.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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.
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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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