Find active-customer contacts and decision-makers near local events
Build an internal, read-only web app that helps CSMs, AEs, and Marketing find relevant people near a local event so they can plan who to invite. Trigger it with two private HTTP routes gated to space members: a webpage a person opens in a browser, and an API endpoint the page calls for data. There's no cron, email, or upstream trigger. The app should work like this: Present a page where the user picks a US city and state, a search radius, and which audiences to include (e.g. high-value builders, champions, economic buyers). On submit, the page calls a backend proxy step that owns all query logic — the browser must never issue arbitrary queries against your CRM. The proxy geocodes the chosen city/state to a coordinate, then queries your CRM for active-customer contacts and leads matching the selected audiences. Match each person to the event location using the best available signal (recent IP-derived city/state, mailing geolocation within the radius, city/state, phone area code, account HQ), and label each result with a confidence level so users can trade reach against precision. Report coverage honestly rather than overstating matches. Return normalized JSON; the page renders a filterable, sortable, selectable table and lets the user export selected people to CSV locally in the browser. Keep it strictly read-only — no writes back to the CRM and no outreach sent. For the CRM, I used Salesforce (read-only) — or your team's CRM. For geocoding, I used OpenStreetMap Nominatim — or any geocoding service. Build the UI as a single React page and the proxy as a server step. Tools used: Salesforce, OpenStreetMap
What this prompt builds
An internal web app that helps customer success, sales, and marketing teams identify active-customer contacts and decision-makers near locally hosted events. Users select a city, radius, and audience segments; the app geocodes the location, queries the CRM for matching contacts, and surfaces results with confidence scores based on IP, mailing address, phone area code, or account HQ. Results are rendered in a filterable table with local CSV export — strictly read-only, no writes or outreach.
The problem
Customer success, sales, and marketing teams struggle to identify which active-customer contacts, champions, and economic buyers are located near locally hosted events — leading to missed opportunities for in-person engagement and lower event attendance. This read-only web app solves that by letting users select a city, radius, and audience segments, then geocoding the location and querying the CRM for matching contacts. It surfaces results with confidence scores based on IP-derived location, mailing address, phone area code, or account HQ, and renders them in a filterable, sortable table with local CSV export — making event planning faster and more targeted.
Solution and impact
The workflow delivers a single-page interface where teams pick a location, radius, and audience filters, then receive a list of relevant contacts ranked by location-match confidence. By geocoding the event city, querying the CRM for active-customer contacts, and matching each person using the best available signal (IP, mailing geolocation, phone area code, or account HQ), it surfaces high-value invitees without manual searches or spreadsheet gymnastics. The result is faster event planning, higher-quality invite lists, and better attendance — all while remaining strictly read-only to protect CRM integrity.