Target Inbound Demo Requests Using Conditional Logic

Target Inbound Demo Requests Using Conditional Logic

Not every demo request is equal. This workflow filters inbound leads using conditional logic — so you prioritize the right personas, from the right companies, at the right time.

Why It Works

• Intent: Automatically prioritize high-intent demo form submissions
• Impact: Book more meetings with the right buyers, faster

The Inbound Fastlane Workflow

Trigger

Form Submission: A new inbound request comes through your demo form.

Conditions

• Title includes: "Head of", "VP", "Director", "Manager"
• Company size: 51+ employees
• Industry matches target verticals
• Email is not generic (e.g., no Gmail/Yahoo)

Actions

• Send to high-priority sequence
• Notify assigned rep in Slack
• Create deal in CRM

If conditions are not met:

• Route to nurture sequence
• Delay follow-up by 2 days
• Assign SDR review

Want to use this workflow?

Use it in Apollo