Add new trial users to CRM and notify team
Add new trial users to CRM and notify team
Your trial signups land untracked, leaving product and support unaware of unverified users and incomplete workspaces. Capture each signup as a CRM contact and alert the team for same-day onboarding.
Overview
When self-serve trials arrive without tracking, product and growth teams miss activation windows and handoffs. This flow captures each trial as a CRM contact and alerts product and support, enabling same-day onboarding and faster follow-up.