LEAD GENERATION
Salesforce Buying-Signal Sync with Task Creation
Pushes harvested job-posting signals into Salesforce as activities on the matching account.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled read of scored signalsPostgres
- ActionMatch signal to Salesforce accountSalesforce
- LogicDedupe against open signal activities
- ActionLog signal as Salesforce activitySalesforce
- LogicCheck high-intent threshold
- OutputCreate follow-up task for ownerSalesforce
What it does
This workflow is the CRM-of-record endpoint for your signal pipeline. It takes scored job-posting signals, matches each to the right Salesforce account, logs the signal as an activity, and avoids clutter by skipping signals already open on that account. When fit clears a high bar, it also creates a follow-up task assigned to the account owner so the signal becomes work, not just a log entry.
When to use it
Use it when Salesforce is your single source of truth and reps live in it. It keeps buying signals where pipeline reviews happen and turns the strongest ones into assigned action automatically.
How it works
- 1A scheduled run reads the day's scored signals from your harvester store.
- 2A Salesforce lookup matches each signal to an existing account.
- 3A logic step dedupes against open signal activities on that account.
- 4Each surviving signal is written to Salesforce as an activity with score and source link.
- 5A logic gate checks the fit score against the high-intent threshold.
- 6For high-intent signals, a follow-up task is created in Salesforce for the account owner.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.