- Sales Automation
- Demo Request
- Demo request automation
Process demo requests by capturing form submissions and managing contact records
This automation workflow captures incoming demo requests via online forms and automatically processes them into organized contact records and sales opportunities. It instantly notifies team members and updates lead databases to ensure timely follow-up and no missed inquiries. By eliminating manual data entry and consolidating request details, it accelerates response times and improves conversion rates.
Filter by common apps:
Cognito Forms
Slack
HubSpot
Webflow
Pipedrive
Squarespace Forms
Kit
Webhooks by Zapier
Loops
Clay
Clearbit
Brevo
folk
Email Parser by Zapier
Salesforce
servis.ai
- Notify sales team on demo requests, and update HubSpot contacts and lists
- Capture demo requests, create or update contacts, generate leads, and notify the team in Slack
Capture demo requests, create or update contacts, generate leads, and notify the team in Slack
- Capture demo requests, find or create contacts, schedule follow-ups, and notify sales team in Slack
Capture demo requests, find or create contacts, schedule follow-ups, and notify sales team in Slack
- Capture demo inquiries, add subscribers in Kit, tag them, and notify team in Slack
Capture demo inquiries, add subscribers in Kit, tag them, and notify team in Slack
- Capture demo requests, find or create contacts, create records in Clay, and notify team in Slack
Capture demo requests, find or create contacts, create records in Clay, and notify team in Slack
- Capture demo requests, find contact and company info, and notify sales team in Slack
Capture demo requests, find contact and company info, and notify sales team in Slack
- Capture demo requests, update contacts in Brevo and folk, and notify team in Slack
Capture demo requests, update contacts in Brevo and folk, and notify team in Slack
- Process demo requests from email, create or update contacts in Salesforce, and notify team in Slack
Process demo requests from email, create or update contacts in Salesforce, and notify team in Slack
- Capture demo requests from Squarespace, create or update records in servis.ai, and notify sales team in Slack
Capture demo requests from Squarespace, create or update records in servis.ai, and notify sales team in Slack
