LEAD GENERATION
Instant hot-lead routing from high-value booth scans
When a badge scan arrives for an attendee at a target account or seniority, enriches them against the CRM and routes the hot lead to the owning AE in Slack within seconds.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge-scan webhook receivedHTTP webhook
- LogicCheck seniority and target-account rules
- ActionEnrich with Salesforce account and ownerSalesforce
- ActionLog enriched lead to Airtable trackerAirtable
- OutputDM the owning AE in SlackSlack
What it does
This workflow catches high-intent booth visitors in real time. Every scan posts to a webhook; the flow checks the attendee's title and company against your target-account and seniority rules, enriches them with their existing Salesforce account and owner, and pings the assigned AE in Slack with context before the prospect leaves the floor.
When to use it
Use it during a live event when your sales team is working the booth and you want VP-and-above scans or named-account scans handed off instantly instead of after the post-show export.
How it works
- 1A badge-scan webhook fires for each new scan.
- 2Evaluate title, seniority, and company against the hot-lead criteria.
- 3If the scan does not qualify, log it to Airtable and stop.
- 4For qualifying scans, look up the Salesforce account and current owner.
- 5Log the enriched hot lead to the Airtable booth tracker.
- 6Send the owning AE a Slack DM with name, company, title, and account context.
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.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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