Add new trial user to growth team's lead queue
Add new trial user to growth team's lead queue
Your trial signups land untagged in the database, leaving onboarding and growth teams without referral or tier context. This routes new trials to onboarding and growth so teams can act the same day.
Overview
When trial accounts enter your database without referral or tier context, onboarding and growth teams can't prioritize outreach. This flow delivers trial user details to onboarding and growth within minutes so teams can begin same-day outreach and prep.