Add trial signup tag and alert sales rep
Add trial signup tag and alert sales rep
Your trial signup contacts often lack team context, so reps can't prioritize outreach or prep for onboarding. Tagged contacts reach reps for immediate outreach within 30 minutes.
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Overview
Trial signups without clear flags slow agents and create missed opportunities. This flow tags those contacts and pings the right rep with context so outreach happens within 30 minutes and handoffs are reliable.