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Create sales lead and follow-up tasks from demo

Create sales lead and follow-up tasks from demo

Your recorded demo form responses arrive untracked, leaving sales reps without contact context or triage steps. They become CRM leads with scheduled follow-ups so reps can reach out same day.

Create sales lead and follow-up tasks from demo

Overview

Untracked demo views leave reps scrambling and opportunities cooling off. This flow converts every recorded-demo submission into a CRM lead, a completed demo activity, a scheduled follow-up, and a Slack alert so reps can act the same day.

Create sales lead and follow-up tasks from demo