Enrich & qualify leads who book demos using Make & HeyReach

In this video, Nenad will demonstrate a Make scenario in which you’ll be using AI Agents to qualify and check the ICP-fit of all the leads who book a demo through your website.

Afterward, you’ll send that data back to your CRM and start reaching out via LinkedIn (or email) automatically if needed.

Main objective? Separate qualified from time-wasting demos.

Here’s how the flow works:

1. You embed your calendar on a website
2. Lead books a demo
3. Every lead gets qualified using AI Agents (check ICP-fit)
4. After enrichment, data syncs automatically to HubSpot CRM (keeping it clean)
5. Qualified leads → demo happens, sales has all the info to tailor the call, connect on LinkedIn on autopilot, and send relevant case studies
6. Unqualified leads → cancel the call, send tailored resources and templates, or invite to weekly onboarding webinar

As our AI Agent, we used Relevance and you can borrow all Nenad’s prompts here.

If this is your first time using Make, we have a little gift for you. Follow this link to get their Pro plan free for two months.

Ready to take HeyReach for a test drive? Click here and let's get the party started!