- 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:
Webhooks by Zapier
Qobrix
Google Sheets
Webflow
Klaviyo
Delay by Zapier
Gmail
WPForms
Zoho Campaigns
Gravity Forms
Formatter by Zapier
LinkedIn Conversions
Squarespace Forms
Kit
Slack
Attio
Microsoft Office 365
Microsoft Dynamics 365 CRM
Microsoft Teams
Brevo
folk
Email Parser by Zapier
Salesforce
- Capture demo requests from website, find or create contact in Qobrix, create lead, and log details in Google Sheets
- Capture demo requests from Webflow, update contact list in Klaviyo, delay response, and send follow-up email via Gmail
Capture demo requests from Webflow, update contact list in Klaviyo, delay response, and send follow-up email via Gmail
- Capture demo requests from WPForms, send email via Gmail, and update contact in Zoho Campaigns
Capture demo requests from WPForms, send email via Gmail, and update contact in Zoho Campaigns
- Capture demo requests from Gravity Forms, format submission date, send conversion events to LinkedIn, and create lead
Capture demo requests from Gravity Forms, format submission date, send conversion events to LinkedIn, and create lead
- 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 from Webflow, create or update records in Attio, format text, and update list entries
Capture demo requests from Webflow, create or update records in Attio, format text, and update list entries
- Capture demo requests, send confirmation emails, create leads in CRM, and notify sales team in Teams
Capture demo requests, send confirmation emails, create leads in CRM, and notify sales team in Teams
- 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
