How to create a product demo request form that notifies sales

Turn demo interest into fast follow-ups

You’ll build a clean product demo request form, add light logic to qualify leads, and set up instant notifications to your sales inbox (or specific reps). This guide is for anyone who wants a fast, reliable path from “I want a demo” to “our team is on it.”
📘 Learn more: Create your first form, app, or portal in a flash

Step 1: Create your form

Start in your workspace and click + New → Form. You can build from scratch or choose a relevant template from the template gallery (e.g., “Product demo request form” ).

Add essentials first: full name, work email, company, role, company size, use case, preferred demo time, notes.
💡 Note: You can also try Magic Create (describe “Product demo request with qualification fields and consent”).
📘 Learn more: How to create a form

suggested microcopy

• Field placeholders: your@company.com, What should we focus on in the demo?
  
  
• Consent checkbox label: I agree to be contacted about this demo and related updates.
  
  

Step 2: Add light qualification logic

Open your form and go to Settings → Advanced SLogic. Create simple rules that help your team prioritize.
Examples

• If @company_size ≥ 200 → set @lead_tier = “Enterprise”
  
  
• If @use_case = “Security review” → show field “NDA required?”
  
  
• If @region = “EU” → show “GDPR data processing addendum” link
  Why this matters: your sales inbox gets context, not chaos.
  📘 Learn more: How to add basic conditional logic
  
  

step 3: Set up instant sales notifications (default)

Go to Settings → Advanced logic or Notify tab. Add a New notification to alert your sales address (e.g., sales@company.com).

• Subject: New demo request — @company (@work_email)
  
  
• Recipients: sales@company.com (add a fallback like demorequests@company.com)
  
  
• Include submission summary so reps can scan quickly.
  Keep it simple first, everyone gets the alert. We’ll route conditionally next.
  📘 Learn more: How to send and receive email notifications
  
  

Step 4: Personalize and route emails automatically

When you’re ready to get fancy, create a custom email template and use field IDs for personalization (e.g., Hi @field_full_name). Then, in Logic → On submit, add actions like Send custom email template to @owner_email based on rules (region, product, or tier).
Subject idea: Thanks @field_full_name, your @product demo is booked next!
📘 Learn more: How to create and send custom email templates

Step 5: Sync with your spreadsheet/CRM ops

If your sales ops lives in Sheets, connect your form to Google Sheets for immediate rows your team can work from (filters, pivots, tracking). You can later pipe that sheet to your CRM.
📘 Learn more: How to connect google sheets to your forms

Step 6: Monitor requests and trends

Open your project’s Results → Responses to view, filter, and action incoming requests. Set quick views like Today, This week, or filter by lead_tier. Add simple charts (requests by region, by product, by week) to spot patterns.
📘 Learn more: How to view your form responses

Step 7: Publish and share

When you’re ready, click Share to grab your public link, embed on your site, or place the form in a private portal for logged-in users (e.g., customer area). Add your branding under Settings → Design so it feels on-brand.
📘 Learn more: Share your form or app with your team or audience

Pro tips

• Add a hidden “source” field and pass UTM tags via URL parameters to see which page drives demo requests.
  📘 Learn more: How to use url parameters to pre-fill form fields
  
  
• If prospects return later, enable autosave so they can resume without starting over.
  
  
• Standardize follow-ups by duplicating this project for each product line.
  
  

Example scenario

A prospect selects Security review, company size 500–1,000, and region EU. Your logic sets @lead_tier = Enterprise and @region = EU. On submit, your EU security template triggers to the EMEA security rep, including the NDA flag. The team replies within minutes with the right context.
📘 Learn more: How to send and receive conditional email notifications

FAQ

1. Can I assign requests to different reps automatically?
Yes, add conditions (e.g., region/product) and trigger specific templates or recipients via logic on submit.
📘 Learn more: What is on submit logic and how it works

2. Can I attach a PDF summary to internal notifications?
Yes, use a custom template and include key fields; keep attachments for customer-facing emails only when necessary.

3. What if Sheets stops syncing?
Re-sync from the integration panel to fix structure mismatches after field changes.

4. How do I keep email deliverability solid?
Use a verified sender and, if needed, set up custom SMTP for your domain.

Your demo pipeline is now on rails

You’ve launched a complete demo request flow: clean intake, smart prioritization, instant notifications, and lightweight analytics—no code, no chaos. Next, extend it with product-specific forms, per-region templates, and richer dashboards.
📘 Learn more: Build personalized and time-saving flows with logic, automations, and AI

Last updated November 2025

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