Add free-trial signups to company lead tracking sheets

Your free-trial signups tagged in marketing aren’t recorded in central lead trackers, causing missed outreach. Managers receive sheet rows and alerts for same-day follow-up.

Overview

When free-trial tags appear in your marketing system, they must translate into operational leads immediately. This flow captures each tagged contact into both local and master lead sheets and alerts managers, enabling same-day outreach and cleaner reporting.