LEAD GENERATION
Route scored event attendees to Salesforce owners and build a nurture roster in Notion
An agent ingests an event attendee list, scores and segments each person, assigns named accounts to the right Salesforce owner.
How it runs
The automated pipeline, trigger to output.
- TriggerAttendee list posted to intake webhookHTTP webhook
- ActionAgent scores and segments each attendee
- LogicOwned-account routing vs round-robin assignmentSalesforce
- ActionCreate/update leads in Salesforce with owner + scoreSalesforce
- OutputBuild tiered nurture roster in NotionNotion
What it does
Given a posted event attendee list, this agent-driven workflow scores and segments every attendee, matches named accounts to their existing Salesforce owner (round-robining the rest), creates or updates the leads in Salesforce, and assembles a tier-organized nurture roster in Notion for marketing.
When to use it
Use it after a conference, field event, or multi-track webinar where attendees span owned accounts and net-new prospects, and you need both clean sales routing and a marketing nurture plan from one list.
How it works
- 1An attendee list posted to the intake webhook triggers the run.
- 2The agent scores and segments each attendee by fit, seniority, and event signals.
- 3A logic step checks each company against existing Salesforce accounts to decide owned-account routing versus round-robin.
- 4Leads are created or updated in Salesforce with owner, segment, and score.
- 5The agent compiles a tiered nurture roster in Notion, grouping contacts by segment with suggested next steps for marketing.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect NotionPages, databases, comments.
- 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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