Create CRM subscription record from new trial subscription
Create CRM subscription record from new trial subscription
Trial subscriptions arrive without CRM records, leaving billing and reps missing subscription context. It creates linked account and subscription records so teams can provision and begin outreach same day.
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Overview
When trial subscriptions don't appear in the CRM, reps and billing lose onboarding context and provisioning stalls. This flow creates or updates linked account and subscription records in the CRM within minutes, so teams can provision and start outreach same day.