Help engineers ensure demo follow-ups reach owning sales reps

Engineers see demo bookings bypass task systems, causing reps to miss first outreach and deals to stall. This workflow assigns a clear next step to the owning sales rep so reps start outreach quickly.

Overview

Missed demo follow-ups hand early momentum to competitors and make pipeline forecasting unreliable. This integration guarantees every demo booking creates a clear next step for the owning sales rep, eliminating missed outreach and helping response times drop dramatically.

Notable Features

Assign follow-up to owning rep
Create tasks from calendar events
Notify reps with event details