SALES
Hot-lead real-time routing to booth reps
Scores each incoming badge scan against qualification rules and instantly alerts the right sales rep in Slack when a high-value lead is captured.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan received via webhookHTTP webhook
- LogicScore lead on seniority and target-account match
- LogicBranch: hot lead above threshold?
- ActionDM assigned rep in Slack with lead summarySlack
- OutputTag hot lead in Airtable for reportingAirtable
What it does
Watches the badge-scan stream during a live event and pings the owning sales rep in Slack the instant a high-value lead is scanned — with the lead's title, company, and a one-tap link to their CRM record. Cold scans pass through silently to avoid noise.
When to use it
Use it at events where same-day, in-person follow-up matters: when a director-or-above from a target account stops by, you want a rep walking over within minutes, not emailing them next week.
How it works
- 1A scan posts to a webhook as booth staff capture the badge.
- 2A scoring logic step rates the lead on title seniority, company size, and whether the account is on the target list.
- 3A branch checks the score against the hot threshold — below it, the flow ends quietly.
- 4For hot leads, the flow looks up the assigned rep by event territory.
- 5A Slack direct message fires to that rep with the lead summary and CRM deep link.
- 6The hot lead is tagged in Airtable so the post-event report can measure on-floor conversion.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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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