LEAD GENERATION
Scan-to-Salesforce Enrichment & Owner Routing
When a badge scan webhook arrives, enriches the lead with firmographic data, scores fit, dedupes against Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan posted to webhookHTTP webhook
- ActionEnrich lead firmographicsPerplexity
- LogicScore fit: high vs. low priority
- ActionDedupe against Salesforce recordsSalesforce
- ActionUpsert lead and assign ownerSalesforce
- OutputCreate follow-up task + Slack routing noteSlack
What it does
Takes a single badge scan in real time, enriches it with company and role data, scores account fit, and lands it in Salesforce assigned to the correct owner — with a follow-up task created automatically. Low-fit scans are parked so reps only see leads worth chasing.
When to use it
Wire it to your scanner's webhook for live booth capture at high-traffic events where speed matters. Best for Salesforce orgs with territory or named-account routing that want hot leads on the right rep's desk before the attendee leaves the floor.
How it works
- 1The badge scanner posts a scan to the inbound webhook trigger.
- 2The lead is enriched via web search for company size, industry, and seniority.
- 3A scoring logic step grades fit and splits high vs. low priority.
- 4Salesforce is checked for an existing lead or contact by email and domain.
- 5A qualified lead is upserted, assigned to the matching account owner.
- 6A Salesforce follow-up task is created and a routing note posts to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Lead Generation workflows
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When an external trend or alert tool fires a webhook with a keyword, checks Brave for current intent volume and freshness, has an LLM judge whether it's a real warm signal.
Fuzzy-match badge companies to Salesforce accounts and enrich
Resolves messy hand-typed company names from badge scans to canonical Salesforce accounts using domain and fuzzy-name matching, enriches missing firmographics.
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.
Daily rollup of scored webinar leads from Airtable into HubSpot lists
On a schedule, read newly scored webinar leads from Airtable, sync each into the matching HubSpot tiered list (Hot/Warm/Cold).
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.
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.
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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