Demo Request Form Template
Demo request forms need to qualify the prospect while asking as few questions as possible. This template strikes that balance and creates both a HubSpot Contact and Deal so your sales team sees it immediately.
What's included in this template
9 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to HubSpot or Slack with one click, then embed on your site or share the link.
Ways to use this template
Product demo booking
Capture intent and qualify before scheduling. High-score leads automatically go to a senior AE; others to an SDR.
Enterprise sales entry
Add a "current solution" field to understand the competitive landscape before the call.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Frequently asked questions
Can this template create both a HubSpot Contact and Deal?
Yes. The FlexForm workflow action supports "Create Contact + Deal" in a single submission event.
Can I connect this to Calendly after submission?
Yes. Configure the form's thank-you page to redirect to your Calendly booking link after successful submission.
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Use this demo request form template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
Use template freeNo signup required · Free forever plan