Add new trial customers to marketing tracking spreadsheet

Your trial signups in the payment system can go untracked, delaying onboarding and targeted outreach. Save each trial to a shared marketing sheet so you can segment and act within minutes.

Overview

When trial signups never reach your marketing dataset, personalized onboarding and campaigns stall. This flow captures each trial, formats critical dates, and writes a single row to a shared sheet so campaign managers can segment and act within minutes.