LEAD GENERATION
Roll up a week of webinar attendance and promote multi-session attendees
On a weekly schedule, aggregates attendance across all webinars in the period, ranks leads by cumulative engagement.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionList week's webinars + attendanceZoom
- LogicAggregate cumulative score per lead
- LogicKeep multi-session / high-score leads
- ActionAdd to HubSpot active listHubSpot
- OutputPost weekly leaderboard to SlackSlack
What it does
Instead of scoring one event in isolation, this looks at a full week of webinars together. It sums each person's engagement across every session they joined, surfaces repeat attendees who signal real intent, and promotes them into a HubSpot active list for nurture.
When to use it
Use it when you run several webinars a week and intent shows up as a pattern, not a single watch. Someone who attended three sessions is a far stronger lead than three different people who each attended once, and this rewards that behavior.
How it works
- 1A weekly schedule triggers the run.
- 2An action lists all webinars that ended in the past 7 days and fetches each attendance report from Zoom.
- 3A logic step groups records by attendee email and sums watch time, sessions attended, and poll participation into a cumulative score.
- 4A filter keeps attendees who joined multiple sessions or cleared the cumulative threshold.
- 5An action adds each qualifier to a HubSpot active list and writes their cumulative score.
- 6The output posts a ranked weekly leaderboard to a Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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