LEAD GENERATION
Enrich Hot Booth Leads and Hand the Top Tier to Sales
On a schedule during the event, pulls new badge scans from Airtable, enriches each with company firmographics, scores fit, and creates HubSpot deals plus Trello cards only…
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires during event hours
- ActionRead new scans from AirtableAirtable
- ActionEnrich company firmographicsPerplexity
- LogicScore fit and keep top tier
- ActionCreate HubSpot deal in event pipelineHubSpot
- OutputAdd rep follow-up card to TrelloTrello
What it does
Not every booth scan deserves a sales call. This workflow runs every couple of hours during the event, finds badge scans logged since the last run, enriches each visitor's company with firmographic data, and computes a fit score. Only leads above your threshold become HubSpot deals and Trello follow-up cards, so reps spend the conference chasing the right people instead of triaging a spreadsheet.
When to use it
Use when your event volume is high enough that manual qualification is impossible and you want sales to act on hot leads before the show ends. Best paired with a badge-scan capture flow that writes raw scans into Airtable.
How it works
- 1A schedule trigger fires at a set interval during event hours.
- 2New, unprocessed scans are read from the Airtable leads table.
- 3Each lead's company is enriched with firmographics via web research.
- 4A logic step scores fit and filters to top-tier leads only.
- 5A HubSpot deal is created for each qualifying lead in the event pipeline.
- 6A Trello card is added to the rep's board with the enriched context and suggested talking points.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect TrelloKanban boards for everything.
- 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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Fast-track hot webinar leads into HubSpot and ping the rep on Slack
After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Classify open-text webinar poll answers with AI and enrich the lead record
For webinars that use free-text poll questions, an AI step reads each attendee's written answers, classifies intent and pain points into structured fields.
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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