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Create CRM deal and contact from trial transaction

Create CRM deal and contact from trial transaction

Your trial transactions arrive without CRM records, leaving reps with incomplete outreach context. Capture contact and deal details to ensure outreach and onboarding happen same day.

Create CRM deal and contact from trial transaction

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Overview

Trial transactions often land without CRM context, leaving reps unable to prioritize outreach. This flow turns each membership transaction into a contact and deal, enriched with school/company data, so sales and program coordinators can start outreach the same day.

Create CRM deal and contact from trial transaction