Skip to content

Add new free trial contacts to lead tracker tables

Your free-trial signups bypass tracking sheets, leaving program coordinators without a reliable lead list for timely follow-up and accurate reporting. Leads are logged to central tables and managers are notified so reps can follow up the same day.

Add new free trial contacts to lead tracker tables

Overview

When free-trial leads don't reach your trackers, follow-ups stall and reporting gets messy. This flow writes each tagged contact into operational and corporate lead tables and alerts managers so reps can act the same day.

Add new free trial contacts to lead tracker tables