LEAD GENERATION
Stage event scans in Airtable and alert sales ops when a scan collides with an open deal
Lands each event scan in an Airtable staging base, checks HubSpot for an open deal on the same company.
How it runs
The automated pipeline, trigger to output.
- TriggerBooth scan captured via webhookHTTP webhook
- ActionWrite scan to Airtable staging tableAirtable
- ActionCheck HubSpot for open deal on companyHubSpot
- LogicBranch: open-deal collision vs net-new
- OutputAlert sales ops in Slack for collisionsSlack
- ActionMark clean scans approved in AirtableAirtable
What it does
Some accounts are too sensitive to auto-route — an active negotiation shouldn't get a generic event follow-up. This workflow stages every scan in Airtable, flags the ones that collide with an open HubSpot deal, and pings sales ops to decide manually, while clean net-new scans pass straight through.
When to use it
Use it when you want a human gate on event leads that touch in-flight deals, and a staging layer where ops can review attendees before they sync to the CRM. Good for teams burned by reps stepping on each other's active opportunities.
How it works
- 1A webhook receives each scan as it is captured at the booth.
- 2The scan is written to an Airtable staging table with a pending status.
- 3HubSpot is checked for an open deal on the attendee's company domain.
- 4A branch separates collisions with open deals from clean net-new scans.
- 5Collisions trigger a Slack alert to the sales-ops channel with the conflicting deal linked for review.
- 6Clean scans are marked approved in Airtable, ready for the next sync step.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AirtableBases, tables, views, automations.
- 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.
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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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