1.Gets tagged members
Integrate Circle and onboarding event tools to capture tagged members and trigger trial onboarding checkpoints.
Create trial onboarding checkpoints on your team calendar
Automatically monitor tagged members across Circle and create trial onboarding checkpoints on your team calendar. Automatically seed follow-up moments and trial contacts when trial enrollment tags added, new tag events start, or tag timestamps updateβso you can create events, add records, and brief owners without manual scheduling.
How this automation organizes your trial checkpoints
When trial enrollment tags are added but follow-ups stay unscheduled, onboarding momentum stalls for owners and trial contacts. This automation runs qualification, calculates checkpoint dates, creates calendar events, and adds trial contact recordsβso your team can follow up on time.
Circleor swap with your favorite app
2.Continues only for trial tags
Integrate Filter by Zapier and rules logic to continue only for qualifying tag additions to reduce wasted runs.
Filter by Zapieror swap with your favorite app
3.Calculates checkpoint datetimes
Integrate Code by Zapier and date logic to calculate day 3, day 7, and day 8 ISO datetimes from the tag timestamp.
Code by Zapieror swap with your favorite app
4.Creates detailed checkpoint events
Integrate Google Calendar and calendar reminders to create detailed events and map the checkpoint datetimes and member details.
Google Calendaror swap with your favorite app
5.Creates a trial contact record
Integrate Bento and contact matching tools to create or match a trial contact record so owners can follow up.
Bentoor swap with your favorite app
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