LEAD GENERATION
Enrich Badge Scans and Route into Salesforce Campaigns
Enriches sparse badge-scan records with firmographic data, matches them to the event's Salesforce campaign.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled batch run on reconciled scans
- ActionRead day's reconciled scans from AirtableAirtable
- ActionEnrich company + firmographics by domainPerplexity
- LogicDedupe against existing Salesforce recordsSalesforce
- ActionCreate attributed leads in SalesforceSalesforce
- OutputAdd leads to event Salesforce campaignSalesforce
What it does
Turns thin badge scans (often just name and email) into enriched Salesforce campaign members. It fills in company, industry, and size, then attaches each lead to the right Salesforce campaign so marketing can prove pipeline influence from the show.
When to use it
Use it when your team runs revenue attribution in Salesforce and needs every event lead tied to a campaign with clean source data — essential for justifying event spend to finance.
How it works
- 1A scheduled batch run picks up the day's reconciled scans from Airtable.
- 2Each lead is enriched via a web-research lookup that resolves company, industry, and headcount from the email domain.
- 3A branch dedupes against existing Salesforce leads and contacts to avoid double-counting.
- 4New leads are created in Salesforce with full source attribution (event name, booth, scan date).
- 5Every lead — new or matched — is added as a member of the event's Salesforce campaign.
- 6A run report of enriched, created, and matched counts is appended to the Airtable batch log.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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.
More Lead Generation workflows
Manual Brave keyword sweep into an Airtable research board
On demand, sweeps a topic across Brave Search, clusters the results by buying stage with an LLM, and writes a deduplicated research board to Airtable with company, source URL.
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.
Webhook-triggered Brave rising-keyword check into a Notion trend queue
When an external trend or alert tool fires a webhook with a keyword, checks Brave for current intent volume and freshness, has an LLM judge whether it's a real warm signal.
Fuzzy-match badge companies to Salesforce accounts and enrich
Resolves messy hand-typed company names from badge scans to canonical Salesforce accounts using domain and fuzzy-name matching, enriches missing firmographics.
Daily rollup of scored webinar leads from Airtable into HubSpot lists
On a schedule, read newly scored webinar leads from Airtable, sync each into the matching HubSpot tiered list (Hot/Warm/Cold).
Instantly triage uploaded badge CSVs and notify the SDR lead
Accepts a badge-scan CSV via webhook, validates and dedupes it on the spot, checks each attendee against HubSpot.
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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