LEAD GENERATION
Speaker Roster to Salesforce Campaign with Lead Assignment
Harvests a conference speaker roster, enriches and dedupes against existing Salesforce records.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator starts run with roster URL and campaign name
- ActionExtract speakers with company, title, sessionFirecrawl
- ActionEnrich missing emails and firmographicsExa
- LogicClassify as existing contact, existing lead, or net-newSalesforce
- ActionCreate net-new leads with round-robin assignmentSalesforce
- OutputAdd qualified speakers as members of the Salesforce campaignSalesforce
What it does
Builds a Salesforce event campaign directly from a conference speaker roster. It harvests presenters, checks each against existing Salesforce leads and contacts to avoid duplicates, creates the missing ones, and attaches everyone to a campaign with an assigned owner.
When to use it
Use it when Salesforce is your system of record and you want a conference roster to land as a clean, attributed campaign rather than a pile of duplicate leads your reps fight over.
How it works
- 1An operator starts the run with the roster URL and target campaign name.
- 2Firecrawl extracts speakers with company, title, and session.
- 3Exa enriches missing email and company firmographic fields.
- 4A logic step queries Salesforce to classify each speaker as an existing contact, existing lead, or net-new.
- 5Net-new speakers are created as leads with round-robin owner assignment; existing records are reused.
- 6All qualified speakers are added as members of the named Salesforce campaign with their source set to the conference.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect ExaNeural search across the web.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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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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.