Create CRM lead from trial download and send welcome email

Your trial download submissions arrive without CRM records or follow-up, leaving prospects unqualified. It creates a CRM lead and sends a welcome email so prospects are contacted the same day.

Overview

Inbound trial requests carry buying intent but lose momentum without fast logging and outreach. This flow captures each submission as a CRM lead and sends an immediate welcome email so prospects hear from you the same day and your reps get qualified requests to act on.