Add trial user to signup log and alert team

Your trial signups lack a consistent record and team visibility, causing missed follow-ups and delayed onboarding. Signups are logged to a sheet and emailed so account managers can act the same day.

Overview

When trial signups arrive without a clear log, reps waste time hunting for context and onboarding stalls. This flow captures every trial into your signup ledger and emails the owners so account managers can take action within the same business day.