HubSpot demo and lead flow
How WizeOS routes enterprise demo requests without mixing them with consumer support.
WizeOS uses HubSpot for enterprise forms, meeting links, CRM routing, and follow-up workflows.
Keep consumer support separate. Demo forms should capture company, work email, team size, use case, and preferred demo time.
After submission, route leads to the right owner, send an auto-reply, and trigger nurture for people who have not booked a meeting.