Send demo click alert to assigned rep and regional manager

Prospects who click scheduling links inside evaluations often arrive without owner context, delaying outreach. The flow notifies assigned reps and managers so follow-up happens within minutes.

Workflow preview:

Zap details:

Overview

When a prospect clicks Schedule a demo from an evaluation, reps need context immediately or outreach windows close. This flow sends the contact details and message content to the assigned rep and regional manager within minutes so follow-up starts while intent is fresh.