All workflows ↗
Give every demo request an owner
Turn an incoming inquiry into a reviewed sales handoff.
Sales
Turn an incoming inquiry into a reviewed sales handoff.
This recipe is an illustrative planning example. Configure and test the actual connections in your automation product before using it with real requests.
STARTS WHEN
A new website demo inquiry
FINISHES WITH
An approved opportunity with a responsible owner.
Before you begin
A form source, a CRM destination and a named sales reviewer.
Follow the handoff
Start with an inquiry
A website form supplies a work email, company size and area of interest. Validate required fields before routing.
Choose the right team
Match the area of interest to a team. Send unknown categories to manual review rather than dropping the request.
Keep a person in the loop
A reviewer checks the proposed owner and context. Only an approved handoff proceeds to the CRM.
Talk through this workflow ↗
Good work.
Keep it moving.
Find your next workflow ↗
Relay is a fictional automation product. Workflows and integrations are illustrative; no real actions run in this demo.
A template by ErinTech Labs ↗