LEAD GENERATION
Badge Scan to Airtable Lead Capture and Owner Routing
Receives booth badge-scan payloads in real time, dedupes and enriches each lead into Airtable, then routes it to the right sales owner based on territory and lead score.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan received via webhookHTTP webhook
- ActionSearch Airtable for existing lead by emailAirtable
- LogicScore lead Hot/Warm/Cold from title and company size
- LogicRoute to owner by region, else round-robin
- OutputUpsert enriched, owned record into AirtableAirtable
What it does
Turns raw badge scans from your booth lead-retrieval app into clean, owned records in Airtable. Every scan is deduped against existing rows, scored, and assigned to a rep so nobody fights over the same contact.
When to use it
Run this during any trade show or conference where staff scan attendee badges. Use it when you want a single source of truth for booth leads and automatic round-robin or territory-based ownership instead of a messy spreadsheet you clean up afterward.
How it works
- 1A webhook receives the badge-scan payload (name, company, email, region, booth station) from your lead-retrieval device.
- 2A dedupe check searches Airtable for an existing record by email and merges instead of duplicating.
- 3A scoring branch tags the lead Hot, Warm, or Cold from declared title and company size.
- 4A routing branch maps the region field to a sales owner, falling back to round-robin when no territory matches.
- 5The enriched, scored, owned record is written or updated in Airtable as the final output.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AirtableBases, tables, views, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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