Route inbound demo requests in minutes

When a demo form comes in, it fills the person and company, checks your ICP, and for good fits creates the CRM contact and deal, gives the owner a call-now task and alerts Slack.

Use this workflowHow it works

7 stepsEach formYou approve before anything is sent

The workflow diagram

Route inbound demo requests in minutes: workflow diagramThe 7 steps of this workflow, from its trigger to the final step.When a form is submitted. OutreachBWWHENTRIGGERWhen a form is submittedOutreachFill title and company. Paid per resultDATHENFill title and companyPaid per resultFill company size and industry. Paid per resultDATHENFill company size andindustryPaid per resultFits your ICP?Fits your ICP?Create the contact and deal. IntegrationsCRTHENCreate the contact anddealIntegrationsCall-now task for the owner. OutreachOUTHENCall-now task for theownerOutreachAlert the sales channel. IntegrationsINTHENAlert the sales channelIntegrationsAdd weak fits to nurture. Waits for your approvalOUTHENYOUR OKAdd weak fits to nurtureWaits for your approvalThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a demo form comes in, it fills the person and company, checks your ICP, and for good fits creates the CRM contact and deal, gives the owner a call-now task and alerts Slack. Weak fits go to your nurture campaign after you approve.

Why it works. A demo request called back within minutes converts far better than one called the next day.

Nurture enrollment waits for your approval. CRM writes and tasks are automatic.

How it works

It starts: When a form is submitted, or when a tracked form is completed.

  1. 1

    Fill title and company

    Adds the person's role and profile details.

  2. 2

    Fill company size and industry

    Adds company details such as size, industry and website.

  3. 3

    Fits your ICP?

    If yes, it goes on to "Create the contact and deal". If no, it goes on to "Add weak fits to nurture".

  4. 4

    Create the contact and deal

    Adds or updates the records in your CRM.

  5. 5

    Add weak fits to nurture Waits for your OK

    Adds eligible contacts to your Outreach campaign, after your approval when it is required.

  6. 6

    Call-now task for the owner

    Creates a follow-up task for the right person.

  7. 7

    Alert the sales channel

    Posts a message to your team chat.

What you need

  • Workflow Wallet funds for paid lookups
  • MarketPulse in your BrandWell plan
  • Outreach in your BrandWell plan
  • Your CRM
  • An Outreach campaign
  • A Slack channel
  • A saved ideal customer profile

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Assumes plan with MarketPulse intent data enabled. Subscription fees are separate. Pulls use your plan allowance; extra pulls cost more unless explicitly included below.
  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$0.23 typical per 100 contacts, up to $10.00

Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Fill title and company

    • LeadFuze
    • AI Ark
    • Dropleads
    • QuickEnrich
    • Hunter
    • Tomba
    • MoltSets
    • Datagma
    • +4 more

  • Fill company size and industry

    • LeadFuze
    • Dropleads
    • The Companies API
    • Hunter
    • Tomba
    • Icypeas
    • Sumble
    • CompanyEnrich

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