SALES
Instant Hot-Lead Handoff to Booth Reps
Watches for newly captured leads flagged hot during a live event and immediately emails the assigned rep a personalized handoff with scan context so they can follow up before…
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook fires on new badge scanHTTP webhook
- LogicFilter for hot flag + complete fields
- ActionLook up rep + company context in HubSpotHubSpot
- ActionSend personalized handoff email to repGmail
- OutputStamp HubSpot record as handoff sentHubSpot
What it does
Fires in real time during the show: the moment a high-value badge scan is captured, it builds a personalized handoff email and sends it to the right rep so a meeting can be booked while the prospect is still on-site.
When to use it
Use it for the duration of a live event when speed-to-lead matters — flagship conferences where a same-hour follow-up is the difference between a booked demo and a cold-email graveyard.
How it works
- 1An incoming webhook from the lead-capture app fires on each new scan.
- 2A filter checks the lead's hot flag and required fields; non-hot or incomplete scans exit quietly.
- 3The flow looks up the assigned rep and the attendee's company context from HubSpot.
- 4A concise, personalized handoff email is drafted with the scan's booth, time, and notes.
- 5Gmail sends the handoff to the rep and CCs the booth lead.
- 6The lead's HubSpot record is stamped 'handoff sent' with a timestamp to prevent duplicate alerts.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect GmailRead, draft, send, label.
- 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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