LEAD GENERATION
Badge scan to CRM lead capture with dedup
Captures each badge scan from your event lead-retrieval app, normalizes the contact, deduplicates against existing CRM records.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan received via webhookHTTP webhook
- LogicNormalize contact fields
- LogicSearch Salesforce by email for existing leadSalesforce
- ActionCreate or update Salesforce leadSalesforce
- OutputAppend raw scan to Airtable audit logAirtable
What it does
Turns every booth badge scan into a clean, deduplicated lead in Salesforce, with a full raw-scan audit trail in Airtable. No more exporting a messy CSV at the end of the show and reconciling it by hand days later.
When to use it
Run this for the duration of any trade show or conference where your booth staff scan attendee badges. It fires the moment a scan lands, so your pipeline is current in real time instead of after the event closes.
How it works
- 1A scan posts to a webhook from your lead-retrieval device or event app, carrying name, email, company, and booth context.
- 2The contact fields are normalized — email lowercased, company trimmed, missing names backfilled from the email domain.
- 3A logic step searches Salesforce by email to decide create-vs-update.
- 4If a match exists, the lead is updated with the new scan source and timestamp; otherwise a new lead is created with the event campaign attached.
- 5The raw scan payload is appended to an Airtable table as an immutable record for later audit and reconciliation.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect AirtableBases, tables, views, automations.
- 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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