Add trial purchasers to CRM and flag expiring leads
Add trial purchasers to CRM and flag expiring leads
Your trial purchases miss the CRM, leaving coordinators without context for conversion outreach. You get contacts added and expiry flags set so outreach triggers one day before trial end.
Overview
When trial purchasers don't land in your CRM, conversion outreach is late and membership windows close. This flow captures each trial buyer, enriches the contact record, and schedules a one-day-before expiry flag so campaign managers can act ahead of trial end.