1.New reaction added in trial channel
Integrate Slack and alerting workflows to detect trial confirmations and trigger the automation automatically.
Update trial contact when team marks trial confirmed
Automatically monitor new trial reactions across Slack, Formatter by Zapier, Google Sheets, HubSpot, and Delay by Zapier. Create and update when trial reaction added, white_check_mark received, or trial confirmation postedβso you can create sheet audit rows, update trial end dates, and activate contact records without manual data entry.
How this automation updates your trial contact records
When new white_check_mark reactions are added in the trial channel, manual CRM work can lag onboarding. This automation extracts trial details and upserts HubSpot contacts and updates statusesβso your team can act on confirmations immediately.
Slackor swap with your favorite app
2.Extracts email and expiry
Integrate Formatter by Zapier and data extraction tools to extract email details and calculate the trial end date.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet log row
Integrate Google Sheets and reporting tools to create an audit row for the trial confirmation details.
Google Sheetsor swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and CRM tools to match by email and update trial status to active.
HubSpotor swap with your favorite app
5.Waits configured trial length
Integrate Delay by Zapier and scheduling tools to wait the configured number of days before follow-up.
Delay by Zapieror swap with your favorite app
6.Updates contact after delay
Integrate HubSpot and CRM tools to match by email and set trial status to finished after the delay.
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