CRM
Badge Scan to Attio CRM Person and Deal Sync
When a booth scan lands, creates or matches the person and company in Attio, opens a qualified deal for high-fit leads, and logs the booth interaction as a timeline note.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan received via webhookHTTP webhook
- ActionFind or create person and company in AttioAttio
- LogicEvaluate fit to decide whether to open a deal
- ActionCreate deal in pipeline for qualifying leadsAttio
- OutputLog booth interaction note on Attio timelineAttio
What it does
Pushes scanned booth contacts straight into your Attio CRM as structured people and companies, and spins up a deal for the ones that clear a fit threshold so reps work pipeline instead of a lead list.
When to use it
Use it when Attio is your system of record and you want event leads to arrive as real CRM objects with the booth context attached, not a CSV you import a week later.
How it works
- 1A webhook receives the badge-scan payload from the lead-retrieval device.
- 2Attio is queried to find or create the person and link them to their company record.
- 3A fit branch evaluates title seniority and stated interest to decide whether to open a deal.
- 4For qualifying leads, a deal is created in the right pipeline stage with a default value.
- 5The booth interaction (station, timestamp, scanning rep) is written to the person's Attio timeline as a note, completing the sync.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 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 this workflow in your colony.
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