LEAD GENERATION
Route Live Badge Scans Into HubSpot and Owner Slack DMs
Receives each badge scan in real time via webhook, scores it against the ICP, creates the contact in HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives a badge scanHTTP webhook
- ActionNormalize and score against ICPOpenAI
- LogicRoute to territory owner
- ActionCreate or update contact in HubSpotHubSpot
- OutputDM the matched owner in SlackSlack
What it does
When your scanner app can post each scan as it happens, this workflow turns a booth tap into instant routed pipeline. It receives the scan over a webhook, scores the attendee against your ICP, creates or updates the contact in HubSpot with the source event, then notifies the right account owner directly in Slack based on territory — so reps follow up within minutes, not after the show.
When to use it
Use it when your lead-capture tool supports webhooks and you want zero-latency routing during the event, with leads assigned to owners by region or segment rather than dumped into one queue.
How it works
- 1A webhook receives a single badge-scan payload the instant it is captured.
- 2An OpenAI step normalizes the fields and scores the attendee against the ICP rubric.
- 3A logic step routes the attendee to a territory owner based on company region or segment.
- 4The contact is created or updated in HubSpot with score, event, and owner assigned.
- 5A Slack direct message goes to the matched owner with the attendee profile and suggested next step.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 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
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.
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.
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.