LEAD GENERATION
Instantly triage uploaded badge CSVs and notify the SDR lead
Accepts a badge-scan CSV via webhook, validates and dedupes it on the spot, checks each attendee against HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives badge CSV uploadHTTP webhook
- LogicValidate schema and reject bad uploads
- ActionDedupe scans and normalize fields
- ActionCheck attendees against HubSpotHubSpot
- LogicTally known vs net-new counts
- OutputPost triage summary to MS TeamsMicrosoft Teams
What it does
Gives field reps a way to drop a badge export from the show floor and get an instant reconciliation report. The webhook accepts the raw CSV, the pipeline validates the schema, dedupes scans, and checks every unique attendee against HubSpot. Within seconds the SDR lead gets a Teams message summarizing total scans, duplicates removed, known contacts, and net-new accounts to chase.
When to use it
Use it for same-day triage during a multi-day event, when you cannot wait for an overnight batch and want the team to start working fresh leads before the next session ends. The webhook trigger means any tool that can POST a file can feed it.
How it works
- 1A webhook receives an uploaded badge-scan CSV.
- 2The payload is validated and rejected early if required columns are missing.
- 3Scans are deduplicated and contact fields normalized.
- 4Each unique attendee is checked against HubSpot for an existing record.
- 5Counts are tallied into a triage summary of known versus net-new.
- 6The summary is posted to the SDR lead's MS Teams channel for immediate action.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.
More Lead Generation workflows
Score Zoom webinar poll answers into a tiered outreach queue
When a Zoom webinar ends, pull each attendee's poll responses, compute an intent score, and write a tiered (Hot/Warm/Cold) outreach queue to Airtable for the sales team to work.
Classify open-text webinar poll answers with AI and enrich the lead record
For webinars that use free-text poll questions, an AI step reads each attendee's written answers, classifies intent and pain points into structured fields.
Fast-track hot webinar leads into HubSpot and ping the rep on Slack
After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Agent-driven Brave intent harvest with enrichment and Gmail draft outreach
A CEO-driven agent harvests intent signals from Brave, enriches each prospect via web research, writes a personalized cold email.
Manual Brave keyword sweep into an Airtable research board
On demand, sweeps a topic across Brave Search, clusters the results by buying stage with an LLM, and writes a deduplicated research board to Airtable with company, source URL.
Dedupe scanned conference badges and match against your CRM
Ingests a raw badge-scan export, collapses duplicate scans of the same person, and matches each unique attendee against existing HubSpot contacts so you know who is already…
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.