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Create or update sales leads from approved demo requests

Create or update sales leads from approved demo requests

Your accepted demo requests lack CRM and marketing context, so reps can't prioritize outreach. Keep contact, lead status, and event logged for fast follow-up within minutes.

Create or update sales leads from approved demo requests

Overview

Accepted demo requests are high-intent signals that should convert immediately into actionable leads. This flow captures the contact, logs the demo-approved event on the profile, and creates or updates the CRM lead with owner assignment so reps can prioritize outreach within minutes.

Create or update sales leads from approved demo requests