LEAD GENERATION
Match conference badge scans to existing pipeline owners and route warm leads in Slack
Takes raw badge-scan exports from a conference, dedupes them against your HubSpot pipeline.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge-scan export posted to webhookHTTP webhook
- LogicNormalize emails/domains and dedupe scans
- ActionLook up each attendee in HubSpotHubSpot
- LogicBranch: already-owned vs net-new
- OutputDM owning rep the warm match in SlackSlack
- ActionCreate net-new contacts in HubSpot tagged by eventHubSpot
What it does
After an event, badge scans arrive as a messy list with duplicates and people who are already in your CRM. This workflow cleans the list, finds which scanned attendees already have an owner on an open deal, and quietly hands those back to the right rep instead of dumping everyone into a generic SDR queue.
When to use it
Run it the day after a conference when your booth staff hand over a scan export. Ideal when multiple reps work overlapping accounts and you want existing relationships routed by ownership, not first-come-first-served.
How it works
- 1A webhook receives the badge-scan export (CSV rows of name, company, email).
- 2The flow normalizes emails and company names, then collapses duplicate scans of the same person.
- 3Each unique attendee is looked up in HubSpot by email and company domain.
- 4A branch splits matches (already owned) from net-new contacts.
- 5For matched attendees, the owning rep gets a Slack DM with the contact and the deal it ties to.
- 6Net-new attendees are written back to HubSpot as fresh contacts tagged with the event source.
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 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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