LEAD GENERATION
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.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run on attendee batch
- ActionMatch attendee domain to Salesforce accountsSalesforce
- LogicFuzzy-score company names for no-domain rows
- LogicBranch on match confidence
- ActionEnrich auto-linked accounts in SalesforceSalesforce
- OutputSend ambiguous matches to Airtable review queueAirtable
What it does
Badge scanners capture company names as people typed them — "Acme", "Acme Inc", "acme corp". This workflow resolves those to a single canonical Salesforce account using email-domain matching first, then fuzzy name similarity. High-confidence matches are linked automatically; ambiguous ones are routed to a review queue so a human breaks the tie instead of the system guessing wrong.
When to use it
Run it when your CRM is the source of truth and account hygiene matters more than raw speed — for example before attributing event-sourced pipeline to existing accounts. It prevents duplicate accounts from being spawned by sloppy badge text.
How it works
- 1A manual run is kicked off against a batch of reconciled attendees.
- 2Each attendee's email domain is matched against Salesforce account domains.
- 3Rows with no domain hit fall through to fuzzy company-name scoring.
- 4A confidence branch splits results: high-confidence auto-links, low-confidence go to review.
- 5Auto-linked accounts are enriched with any missing industry and size firmographics.
- 6Ambiguous matches are written to an Airtable review queue with candidate options for a human to confirm.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AirtableBases, tables, views, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Lead Generation workflows
Webhook-triggered Brave rising-keyword check into a Notion trend queue
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.
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.
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.
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.