LEAD GENERATION
Bulk Podcast-Guest List Enrichment to Salesforce Leads
Drop a raw CSV of podcast guests into a watched folder and this enriches every row with company, role, and firmographics, dedupes against existing records.
How it runs
The automated pipeline, trigger to output.
- TriggerNew CSV lands in Drive folderGoogle Drive
- ActionParse CSV into guest rows
- ActionEnrich each row via ExaExa
- LogicDedupe and filter by firmographics
- OutputBulk-create qualified Salesforce leadsSalesforce
What it does
Takes a messy, hand-collected list of podcast guests and turns it into clean, enriched Salesforce leads. You drop a CSV; it fills in company, title, industry, and headcount for every row, removes duplicates and existing accounts, and loads only the qualified, net-new contacts.
When to use it
Use this for one-off batch jobs — you've manually pulled a list of guests from a conference's speaker lineup or a season's worth of episodes and need it cleaned, enriched, and into the CRM without typing each record. Great for periodic backfills rather than continuous monitoring.
How it works
- 1A new CSV landing in the watched Google Drive folder triggers the run.
- 2The file is parsed into individual guest rows.
- 3Exa enriches each row with company, title, industry, and headcount from the live web.
- 4A dedupe step drops rows that already exist as Salesforce leads or contacts.
- 5A filter keeps only rows that meet your minimum firmographic bar.
- 6Qualified rows are bulk-created as Salesforce leads with a source tag of the original list name.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 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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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.