Get high-intent demo requests to a rep instantly, so the buyers most ready to talk never sit waiting. This automation captures each request, applies quick qualification rules, routes it to the right rep, and sends a confirmation, turning a form fill into a booked conversation.
What's Included
- Request capture: pull every demo request into one qualified queue.
- Smart routing: match the request to the right rep by region or product.
- Instant confirmation: reply with a scheduling link or proposed time at once.
- AI qualifier: an agent screens fit and flags the highest-value requests.
How To Use
- Clone this automation and connect your demo request form.
- Set qualification and routing rules in the Triggers.
- Configure the confirmation message in the Actions step.
- Enable the toggle to start routing demo requests automatically.
Pair it with the AI Appointment Setter or explore more systems in the Community Gallery.