Target inbound demo requests using conditional logic

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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?

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End Sequence for Outdated Contacts

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Find the Right Contact

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Follow Up On No-Show Meetings

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Generate an Opening Line from Professional Posts

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Generate Personalized Email

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Get Ahead of Renewals

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Pre-meeting insights

Get overview on meeting attendees

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Hit Companies That Are Scaling

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Hit Form-Abandoners

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Hit New Hires

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Hit Recently Funded Companies

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Identify Competitors

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Pre-meeting insights

Identify decision-makers in this meeting

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Identify Likely-to-Engage Contacts

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Identify Who Your Target Company Sells To

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Workflows & Automations

Instantly Hit New Inbounds

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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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Pre-meeting insights

Learn about company priorities

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Learn Company Priorities

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Sequences

Re-Book Meeting No Shows

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Reach out to High-Value Signups

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Reach Website Visitors

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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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Summarize Contact’s Professional Background

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Pre-meeting insights

Summarize key company information

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Pre-meeting insights

Summarize objections from past meetings

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AI Power-ups

Summarize Professional Posts

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AI Power-ups

Summarize Relevant Job Postings

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Workflows & Automations

Sync Contact & Account Stages

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Sync Deal & Account Stages

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Sequences

Tailor Messaging to Role

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Target Former Champions

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Target High Intent Prospects

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Target Leads Based on Software or Products They Use

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Target People Researching Your Category Using Conditional Logic

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Target Website Visitors Using Conditional Logic

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The Quick Pitch Cold Calling Script

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Upsell When Users Hit a Limit

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View meeting history with this company

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View next steps from last meeting

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Sequences

VIPs & C-Suite Cold Calling Script

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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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How to Use Workflows to Automate Your Sales Process

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

Get overview on meeting attendees

Hit Companies That Are Scaling

Hit Form-Abandoners

Hit New Hires

Hit Recently Funded Companies

Identify Competitors

Identify decision-makers in this meeting

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 about company priorities

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 key company information

Summarize objections from past meetings

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

View meeting history with this company

View next steps from last meeting

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