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Create and update demo leads in CRM and sheets

Create and update demo leads in CRM and sheets

Your demo signups often arrive without CRM context, so reps lack prioritization and call prep. They get routed into your CRM and a shared tracking sheet so reps can follow up the same day.

Create and update demo leads in CRM and sheets

Overview

When demo signups arrive without context, reps can't prioritize or prepare and follow-up slips. This workflow captures each form submission, enriches it with landing-page source, updates or creates the CRM lead, and appends a tracking row so reps can act the same day.

Create and update demo leads in CRM and sheets