Add trial signups to email audience and CRM
Add trial signups to email audience and CRM
Your trial signups arrive by form but aren’t added to lists or the CRM, causing missed nurture and unclear ownership. They are added to the correct audience and CRM so outreach and onboarding begin same day.
Overview
When trial signups don’t reach your mailing list or CRM, onboarding and outreach stall and prospects cool off. This flow captures each form submission, enriches it with location, and updates both your email audience and CRM so campaign managers can begin outreach and onboarding the same day.