Send demo follow-up email and update lead record

Your demo lead records arrive via webhook without immediate outreach, leaving reps unprepared. You receive a tailored follow-up email and an updated lead record, keeping outreach aligned same day.

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Overview

When demo leads stream in from events, slow or generic follow-ups create missed opportunities and manual logging. This flow sends a personalized demo follow-up email and records the outreach automatically, so sales ops and program coordinators can act within the same day and keep lead records audit-ready.