Product demo or sample request management

Purpose

1. Enable seamless, automated handling of customer requests for product demos or samples

2. Capture, route, and respond to requests from online forms, phone calls, live chat, SMS, and in-store kiosks

3. Notify relevant staff, update internal systems, and provide automated customer follow-up

4. Ensure all demo or sample requests are tracked, confirmed, processed, and analyzed for operations optimization

Trigger Conditions

1. Online form submission from store website or landing page

2. SMS received with request keywords (e.g., “sample,” “demo”)

3. Inbound phone call to store requesting demos/samples

4. Chatbot interaction on digital storefronts or social channels

5. Customer request via email inquiry

6. Point-of-sale (POS) system request logged by staff

7. QR code scanned in store for on-the-spot demo/sample request

8. Integration with affiliate/partner websites submitting leads

Platform Variants

1. Twilio SMS

• Feature: SMS webhook
  
• Configuration: Set webhook to POST incoming SMS with demo/sample keywords to automation endpoint
  

2. SendGrid

• Feature: Inbound parse webhook
  
• Configuration: Route incoming emails with subject/keywords “demo” or “sample” to automation for processing
  

3. Google Forms

• Feature: Form submit webhook
  
• Configuration: Trigger workflow on new form submission for demo/sample request
  

4. Typeform

• Feature: Integration webhook
  
• Configuration: Push form responses with relevant request details into workflow
  

5. Salesforce

• Feature: Lead object trigger
  
• Configuration: Automated flow on new “Demo/Sample Request” lead-type
  

6. HubSpot

• Feature: Workflow automation
  
• Configuration: Start process on new form fill with demo/sample tag
  

7. Zendesk

• Feature: Ticket trigger
  
• Configuration: Create and route ticket when subject/body includes “product demo/sample”
  

8. Shopify

• Feature: Custom app or webhook
  
• Configuration: Trigger on customer action or embedded form requesting demo/sample
  

9. WooCommerce

• Feature: Webhook/API event
  
• Configuration: Fire automation when product demo/sample is added to cart
  

10. Mailchimp

• Feature: Signup trigger
  
• Configuration: Add contact to specific demo/sample request list for follow-up automation
  

11. Intercom

• Feature: Conversation trigger
  
• Configuration: Detect “demo/sample” request and start an automation
  

12. LiveChat

• Feature: Chat webhook
  
• Configuration: Send transcripts with specific keywords for automated processing
  

13. Slack

• Feature: Slash command or incoming webhook
  
• Configuration: Allow staff to log requests directly into system
  

14. Microsoft Teams

• Feature: Message webhook
  
• Configuration: Teams message tagged with “demo/sample” triggers backend workflow
  

15. Google Sheets

• Feature: Row added trigger
  
• Configuration: Push new entries from sheet with demo/sample requests into flow
  

16. Airtable

• Feature: Automation on record creation
  
• Configuration: Launch sequence when a record tagged as demo/sample is added
  

17. Calendly

• Feature: New event webhook
  
• Configuration: Schedule product demos or sample pickups, trigger on new booking
  

18. Pipedrive

• Feature: Deal created trigger
  
• Configuration: Marked with demo/sample tag starts process
  

19. DocuSign

• Feature: Envelope completed webhook
  
• Configuration: Signed consent/waiver triggers fulfillment workflow
  

20. Zoom

• Feature: Webinar registration webhook
  
• Configuration: Register for virtual product demo, automation sends follow-ups
  

21. Facebook Messenger

• Feature: Messenger webhook
  
• Configuration: Keyword-driven requests parsed and funneled to workflow
  

22. WhatsApp Business API

• Feature: Message webhook
  
• Configuration: Receive “sample” or “demo” keywords and invoke response automation
  

23. Monday.com

• Feature: New item automation
  
• Configuration: Inserted item labeled as demo/sample triggers fulfillment
  

Benefits

1. Drastically reduces manual handling time and errors

2. Enables prompt and consistent communication to customers

3. Centralizes all requests for analytics and optimization

4. Scalable process handles request increases effortlessly

5. Improves conversion by accelerating demo/sample fulfillment

6. Integrates seamlessly with existing operations and marketing platforms