Add free trial requests to lead sheet and SMS customer

Trial requests arrive as unstructured emails and PDFs, making ops copy contact details manually and delaying outreach. It captures each request into your lead sheet and sends a welcome SMS within one business day.

Overview

Inbound trial requests are arriving as emails and PDFs that marketing ops must manually rekey — slowing time-to-contact and campaign routing. This flow captures parsed requests into a central lead sheet, emails your ops queue, and sends a welcome SMS so prospects hear from you within one business day.