Target inbound demo requests using conditional logic

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Templates

Target Inbound Demo Requests Using Conditional Logic

This template will automatically route inbound demo requests and segment those contacts into your customized outreach sequences.

Actions this workflow can automate:

Routing demo requesters to the appropriate contact based on
Adding them to an outreach sequence

Customize this template for your use-case by adding:

Add your list of new demo requesters in the trigger event setup
Choose from over 50+ filters in the trigger setup – like persona, company size, location – to refine your ICP
Add the right sequence for contacts

Workflows & Automations

Ready to put this workflow into action?

All templates

Workflows & Automations

Ask Happy Customers for Referrals

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Ask Happy Customers for Reviews

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Assign as B2B or B2C

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Assign as SaaS or non-SaaS

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Workflows & Automations

Automatically Hit No-Shows

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Call When Email is Opened or Clicked

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Sequences

Congratulate on New Role

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Workflows & Automations

Congratulate Recently Promoted Contacts

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Sequences

Conversation Starter Cold Calling Script

By Nick Ross, Senior SDR Manager at Klue

Sequences

Convert Inbound Leads

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Workflows & Automations

Create Deal When Contact Is Interested

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Workflows & Automations

Create Deals From Booked Meetings

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Conversations

Demo Call Scorecard

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Conversations

Discovery Call Scorecard

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Workflows & Automations

End Sequence for Outdated Contacts

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Workflows & Automations

Engage Your Product’s Users

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Sequences

Find the Right Contact

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Workflows & Automations

Follow up on Deals Showing No Progress

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Workflows & Automations

Follow Up On No-Show Meetings

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AI Power-ups

Generate an Opening Line from Professional Posts

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Generate Personalized Email

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Workflows & Automations

Get Ahead of Renewals

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Workflows & Automations

Hit Companies That Are Scaling

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Workflows & Automations

Hit Form-Abandoners

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Workflows & Automations

Hit New Hires

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Workflows & Automations

Hit Recently Funded Companies

BY APOLLO.IO

AI Power-ups

Identify Competitors

BY APOLLO.IO

AI Power-ups

Identify Likely-to-Engage Contacts

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AI Power-ups

Identify Who Your Target Company Sells To

BY APOLLO.IO

Workflows & Automations

Instantly Hit New Inbounds

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Workflows & Automations

Keep Deal Next Steps Up-to-Date

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AI Power-ups

Know if a Company had Executive Changes

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Learn Company Priorities

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Sequences

Re-Book Meeting No Shows

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Workflows & Automations

Reach out to High-Value Signups

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Sequences

Reach Website Visitors

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Workflows & Automations

Replace Bounces With New Contacts

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AI Power-ups

Reveal Company Pain Points

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AI Power-ups

Summarize Company News

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AI Power-ups

Summarize Contact’s Professional Background

BY APOLLO.IO

AI Power-ups

Summarize Professional Posts

BY APOLLO.IO

AI Power-ups

Summarize Relevant Job Postings

BY APOLLO.IO

Workflows & Automations

Sync Contact & Account Stages

BY APOLLO.IO

Workflows & Automations

Sync Deal & Account Stages

BY APOLLO.IO

Sequences

Tailor Messaging to Role

BY APOLLO.IO

Sequences

Target Former Champions

BY APOLLO.IO

Sequences

Target High Intent Prospects

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Workflows & Automations

Target Leads Based on Software or Products They Use

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Workflows & Automations

Target People Researching Your Category Using Conditional Logic

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Workflows & Automations

Target Website Visitors Using Conditional Logic

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Sequences

The Quick Pitch Cold Calling Script

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Workflows & Automations

Upsell When Users Hit a Limit

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Sequences

VIPs & C-Suite Cold Calling Script

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Sequences

Win Customers From Competitors

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Workflows & Automations

Winback Churned Customers

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Workflows & Automations

Work Companies Researching Your Category

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Workflows & Automations

Work Leads Who Went Cold

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Workflows & Automations

Work New Leads at Target Accounts

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This template will automatically route inbound demo requests and segment those contacts into your customized outreach sequences.

Actions this workflow can automate:

Customize this template for your use-case by adding:

Ready to put this workflow into action?

All templates

Ask Happy Customers for Referrals

Ask Happy Customers for Reviews

Assign as B2B or B2C

Assign as SaaS or non-SaaS

Automatically Hit No-Shows

Call When Email is Opened or Clicked

Congratulate on New Role

Congratulate Recently Promoted Contacts

Conversation Starter Cold Calling Script

Convert Inbound Leads

Create Deal When Contact Is Interested

Create Deals From Booked Meetings

Demo Call Scorecard

Discovery Call Scorecard

End Sequence for Outdated Contacts

Engage Your Product’s Users

Find the Right Contact

Follow up on Deals Showing No Progress

Follow Up On No-Show Meetings

Generate an Opening Line from Professional Posts

Generate Personalized Email

Get Ahead of Renewals

Hit Companies That Are Scaling

Hit Form-Abandoners

Hit New Hires

Hit Recently Funded Companies

Identify Competitors

Identify Likely-to-Engage Contacts

Identify Who Your Target Company Sells To

Instantly Hit New Inbounds

Keep Deal Next Steps Up-to-Date

Know if a Company had Executive Changes

Learn Company Priorities

Re-Book Meeting No Shows

Reach out to High-Value Signups

Reach Website Visitors

Replace Bounces With New Contacts

Reveal Company Pain Points

Summarize Company News

Summarize Contact’s Professional Background

Summarize Professional Posts

Summarize Relevant Job Postings

Sync Contact & Account Stages

Sync Deal & Account Stages

Tailor Messaging to Role

Target Former Champions

Target High Intent Prospects

Target Leads Based on Software or Products They Use

Target People Researching Your Category Using Conditional Logic

Target Website Visitors Using Conditional Logic

The Quick Pitch Cold Calling Script

Upsell When Users Hit a Limit

VIPs & C-Suite Cold Calling Script

Win Customers From Competitors

Winback Churned Customers

Work Companies Researching Your Category

Work Leads Who Went Cold

Work New Leads at Target Accounts