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8 Events

Custom Workflow Engineering

Custom Workflow Engineering

From event-based targeting to contact validation and CRM routing — if you can think it, we can build it.

From event-based targeting to contact validation and CRM routing — if you can think it, we can build it.

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Event-Driven Contact Workflow

Event-Driven Contact Workflow

We turn manual, error-prone handoffs into scalable, automated precision plays — grounded in data accuracy

We turn manual, error-prone handoffs into scalable, automated precision plays — grounded in data accuracy

Map the Event Landscape

Map the Event Landscape

Define your goals & triggers. Share priorities to frame automation.

Define your goals & triggers. Share priorities to frame automation.

Build the Target Account List (TAL)

Build the Target Account List (TAL)

We create enrichment logic and validation rules based on your requirements.

Validate & Enrich

Validate & Enrich

Connect to CRM and reporting with automation. Review, iterate, and scale.

Connect to CRM and reporting with automation. Review, iterate, and scale.

Trigger Sequences & Sync

Intake.

Intake.

Define your goals & triggers. Share priorities to frame automation.

Define your goals & triggers. Share priorities to frame automation.

Build.

Build.

We create enrichment logic and validation rules based on your requirements.

Sync.

Sync.

Connect to CRM and reporting with automation. Review, iterate, and scale.

Connect to CRM and reporting with automation. Review, iterate, and scale.

Featured Use Case: STAR Events Strategy

Event & Show-Based Contact Strategy: Parse booth sizes, sponsor visibility, and show layout to map event dynamics.

Build TAL: Match sponsors to key buyers—exhibit managers, field marketers, and trade show leads. Use multi-step scoring to enrich contacts, validate mobile, title accuracy, LinkedIn, and email.

Trigger Sequences: Push only high-confidence leads into HubSpot with enriched mobile & title logic.

Lead routing

Lead routing

Consent triggers

Consent triggers

GDPR/CCPA split

GDPR/CCPA split

Auto-reject

Auto-reject

Score enrich

Score enrich

Show logic

Show logic

Geo routes

Geo routes

Notes justify

Notes justify

Your Workflow, Engineered for Scale

Your Workflow, Engineered for Scale

Ready to unlock custom automation for go-to-market success?

Ready to unlock custom automation for go-to-market success?

Ready to unlock custom automation for go-to-market success?

Request Your Custom Workflow

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