Create demo lead record and notify sales team
Create demo lead record and notify sales team
Your demo request form submissions arrive untracked, leaving reps without contact records or booking context. They become CRM leads and trigger a sales alert so reps can follow up same day.
Overview
When demo requests go straight into the CRM and generate an immediate Slack alert, your reps get context and can respond the same day. This flow converts web leads into assigned contacts, localized emails, and a one-day follow-up so no demo opportunity slips through.