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Workflows for every demo

Every demo needs next steps

Workflows take them for you. Send the call summary, ask for the meeting, share the right resources or the contract, then update the CRM and alert the owner in Slack. No code.

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  • Workday
  • Brevo
  • Collective
  • Reevo AI
  • Jobandtalent

The workflow builder: see every step

Pick what starts it, add steps from the apps you use, branch on what happened in the demo. The workflow reads left to right, exactly as it runs.

Post-demo follow-up

Live
  • 1

    Pick a trigger

    Start when a demo completes, with everything Karumi learned in it: who it was, what they saw, what they asked and how interested they are.

  • 2

    Branch on intent

    AI scores every demo. Book hot leads with sales, send the contract to the ones ready to buy, nurture the warm ones and route the rest to your CDP.

  • 3

    Try it on a real demo

    Run the workflow on a past demo before it goes live and see every step it reaches. Every run after that is logged.

Send emails, update the CRM, notify sales in Slack

And much more. Every step knows what happened in the demo: who it was, what they saw and what they asked.

  • Send the right email

    The summary of the call, a meeting request, the resources they asked about, or the contract and payment link. Written from what the visitor saw and asked, sent minutes after the call or days later.

  • Update the CRM

    The opportunity lands in Salesforce or HubSpot with the demo summary, the intent score and the right owner, so nobody re-asks what Karumi already learned.

  • Notify sales in Slack

    The owner gets an @mention the moment a hot lead finishes, with the summary, so the follow-up call happens the same day.

  • And much more

    Send the contract and payment link, send every lead and what they did to your CDP, book the meeting, or post to Microsoft Teams.

Works with the tools you already use

Workflows run on Karumi’s integrations. Connect your CRM and Slack once, and every workflow can use them.

  • HubSpot CRM
  • Salesforce CRM
  • Attio CRM
  • Pipedrive CRM
  • Microsoft Dynamics CRM
  • Slack Messages
  • Microsoft Teams Messages
  • Email Sent by Karumi
  • Google Calendar Meetings
  • Segment CDP
  • Webhook Any API
  • Zapier Via webhook
See all integrations

Secure, private, and reliable

  • GDPR compliant
  • AICPA SOC
  • ISO 27001 certified
  • WCAG compliant

Which product do I need?

Let every demo
follow itself up

Build your first workflow in minutes. We’ll help you set it up.

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