Create CRM lead and follow-up from demo calls
Create CRM lead and follow-up from demo calls
Your demo call events arrive without CRM records, leaving reps without context or follow-up. Capture caller details and create lead plus a follow-up activity so reps get next steps same day.
Workflow preview:
Zap details:
Overview
When demo callers aren't recorded, reps lack context and follow-up stalls. This flow captures incoming call details, creates a CRM lead, and schedules a call so reps can act on demos the same day.