Demo Requests

  1. Dealer fills out a demo request form at https://www.clarivoy.com/demo
  2. Dealer is redirected to a Salesperson's calendar to schedule a demo (based on state) via a Hubspot workflow.
  3. The submission creates a Deal in Hubspot (status/stage = ???), assigned to the correct Sales rep for the dealer's state.
  4. The dealer receives an automated email from the Sales Rep via a Hubspot workflow.
  5. Sales works the lead through normal Hubspot processes.

 

 



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