LEAD GENERATION
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…
How it runs
The automated pipeline, trigger to output.
- TriggerNew badge-scan file in Drive folderGoogle Drive
- ActionParse export and normalize fields
- LogicCollapse duplicate scans by email and company
- ActionLook up each attendee in HubSpotHubSpot
- LogicTag row Known or Net-new
- OutputWrite reconciled list to AirtableAirtable
What it does
Turns a messy badge-scan CSV into a clean, deduplicated attendee list with a CRM-match verdict on every row. It collapses repeat scans (the same person scanned at three booth stations), normalizes name and email formatting, and checks each unique attendee against your HubSpot contacts. The output is a single reconciled sheet marking each attendee as Known (already in CRM) or Net-new.
When to use it
Run this the day after a conference or trade show once the badge-scanner export lands in Drive. It is the first pass before any SDR claims leads — it removes the noise so reps never waste time on duplicate or already-owned contacts.
How it works
- 1A new badge-scan file dropped in a Google Drive folder triggers the run.
- 2The pipeline parses the export and normalizes emails, names, and company strings.
- 3Duplicate scans are collapsed by email (falling back to name + company), keeping the richest record.
- 4Each unique attendee is looked up in HubSpot by email and domain.
- 5A branch tags every row Known or Net-new based on the match result.
- 6The reconciled list is written to an Airtable base for downstream claiming.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect AirtableBases, tables, views, automations.
- 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 this workflow in your colony.
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