LEAD GENERATION
Segment a webinar registration CSV and sync tiered leads into HubSpot
Parses an uploaded webinar registration CSV, classifies each contact into a nurture segment.
How it runs
The automated pipeline, trigger to output.
- TriggerNew registration CSV in Dropbox folderDropbox
- ActionParse rows and validate required fields
- ActionSegment by company size and role
- LogicDrop rows missing email, route the rest
- OutputUpsert contacts into HubSpot with segment + lifecycle stageHubSpot
What it does
You drop a webinar platform's registration CSV into a watched folder, and this workflow parses it, segments every contact, and pushes them into HubSpot as contacts tagged with their nurture segment and lifecycle stage.
When to use it
Use it when your webinar tool exports a flat CSV and you need those registrants in HubSpot, correctly segmented, without manual import-and-tag work after every event.
How it works
- 1A new CSV dropped in the watched Dropbox folder triggers the run.
- 2The flow parses rows and validates required fields (email, name, company, role).
- 3Each contact is segmented into Enterprise, Mid-market, or Self-serve based on company and role signals.
- 4A logic step rejects rows missing an email and routes the rest by segment.
- 5Valid contacts are upserted into HubSpot with the segment property and a lifecycle stage set per tier, ready for the matching nurture sequence.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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