SALES
Demo-Request Loom Walkthrough Attached to the Salesforce Deal
When a prospect submits a demo request, generate a personalized Loom walkthrough, log it on the matching Salesforce opportunity, and email the recording link to the prospect.
How it runs
The automated pipeline, trigger to output.
- TriggerDemo-request form webhook receivedHTTP webhook
- ActionGenerate personalized Loom walkthroughLoom
- ActionFind matching Salesforce opportunitySalesforce
- ActionAttach Loom link to the opportunity recordSalesforce
- OutputEmail walkthrough link to the prospectGmail
What it does
Turns an inbound demo request into a tailored product walkthrough without a rep manually recording one. It produces a personalized Loom video, attaches the link to the right Salesforce opportunity, and sends the prospect a ready-to-watch email — all within seconds of form submission.
When to use it
Use it when your demo-request form volume outpaces your SDR team, or when you want every inbound lead to get an instant, branded walkthrough instead of waiting days for a live slot. Ideal for PLG and mid-market sales motions.
How it works
- 1A demo-request webhook fires with the prospect's name, company, email, and stated use case.
- 2A Loom walkthrough is generated, personalized with the prospect's name and use case.
- 3The flow searches Salesforce for an opportunity matching the prospect's email or company domain.
- 4The Loom URL is written to the opportunity record as a note and activity.
- 5A Gmail message delivers the walkthrough link to the prospect with a CTA to book a live call.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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