Demo Request Qualifier
LinkedIn
Slack
Relay.app Team
Steps in this workflow
Qualify demo request leads by automatically analyzing form submissions, LinkedIn profiles, and company websites. The AI evaluates each lead against target customer criteria, then routes qualified leads to scheduling, declines unqualified leads, or escalates uncertain cases to your team for review. All lead information and qualification decisions are recorded in HubSpot for tracking and future reference. This workflow helps your sales team focus their time on the most promising prospects.
Activates when someone submits a demo request form in HubSpot. The form captures essential prospect information including their email, name, LinkedIn profile URL, and company website.
Extracts professional information from the prospect's LinkedIn profile URL provided in the form submission. This gives insight into the prospect's role, company size, and experience level.
Gathers text content from the prospect's company website to understand their business context. This provides additional information about the company's size, industry, and potential use cases.
Analyzes the form submission, LinkedIn profile, and company website to classify the lead. The AI determines if the prospect meets target criteria (mid/senior leaders at 50+ employee companies) and categorizes them as Qualified, Unqualified, or Not sure.
Sends an email to qualified leads with a Calendly scheduling link. The email includes the prospect's first name and invites them to book a demo at their convenience.
Creates or updates the contact record in HubSpot with the qualification decision and reasoning. Records the demo request date and AI decision details for future reference and reporting.
