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Create lead and follow-up sequence from demo form

Create lead and follow-up sequence from demo form

Your demo form replies land unrecorded, leaving reps without contacts or outreach context. It adds contacts, starts the outreach sequence, and logs the lead for same-day follow-up.

Create lead and follow-up sequence from demo form

Overview

When demo signups aren't captured, reps miss timely outreach and opportunities stall in the funnel. This workflow captures each demo submission, creates a prospect record, enrolls the contact in the demo sequence, and logs the lead so SDRs can act same day.

Create lead and follow-up sequence from demo form