1.Runs every hour
Integrate Schedule by Zapier, timing tools, and automation scheduling to poll for trial notifications on a fixed cadence.
Create CRM leads from free trial signups every hour
Automatically pulls free-trial signup notifications across Schedule by Zapier and Webhooks by Zapier. Create and update CRM leads when new trials arrive, then notify sales for handoff so you can tag sources and reduce manual reporting.
How this automation accelerates your trial lead capture
When free-trial signups arrive but are not yet in your CRM, leads stall and sales handoff gets delayed. This automation retrieves trial notifications, deduplicates by email, and creates CRM leads and internal notificationsβso your team can follow up fast.
Schedule by Zapieror swap with your favorite app
2.Retrieves trial notification JSON
Integrate Webhooks by Zapier and data parsing tools to retrieve recent free-trial notifications and return JSON.
Webhooks by Zapieror swap with your favorite app
3.Maps and trims contact fields
Integrate Looping by Zapier and data transformation tools to map source fields to contact fields and trim whitespace.
Looping by Zapieror swap with your favorite app
4.Finds matching lead by email
Integrate Salesforce and CRM lookup tools to find an existing Lead by the configured source field and email.
Salesforceor swap with your favorite app
5.Creates lead for new trials
Integrate Salesforce and CRM record creation to create a Lead, set trial source, and store the external id.
6.Notifies sales about new lead
Integrate Email by Zapier and team notification tools to send an internal message with a lead link for handoff.
Email by Zapieror swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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