LEAD GENERATION
Reconcile Booth Badge Scans into HubSpot Lead Records
Ingests raw badge-scan exports dropped after an event, deduplicates them against existing HubSpot contacts, and creates or updates lead records with booth, scan time, and rep…
How it runs
The automated pipeline, trigger to output.
- TriggerNew badge-scan export lands in Drive folderGoogle Drive
- ActionParse and normalize scan rows
- LogicMatch scan email against HubSpot contactsHubSpot
- ActionUpdate existing contact with booth + scan dataHubSpot
- ActionCreate net-new contact for unmatched attendeeHubSpot
- OutputWrite reconciliation summary log to DriveGoogle Drive
What it does
Takes the messy badge-scan CSV your booth lead-retrieval app produces, cleans and deduplicates it, then reconciles every scan against HubSpot so you end with one accurate contact per attendee — no duplicates, no lost scans.
When to use it
Run it the morning after each trade show or conference. Booth scanners capture the same person multiple times and spell things inconsistently; this turns that raw dump into clean, attributed leads your sales team can act on the same day.
How it works
- 1A new badge-scan export file landing in the watched Google Drive folder triggers the run.
- 2The file is parsed and rows are normalized — emails lowercased, names title-cased, blank rows dropped.
- 3Each scan is matched against HubSpot by email; the flow branches on whether a contact already exists.
- 4Existing contacts are updated with the latest booth, scan timestamp, and capturing rep; net-new attendees are created as fresh contacts.
- 5A reconciliation summary (created vs. updated vs. skipped counts) is written back to a Google Drive log for the marketing ops record.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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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