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Create deal and task from new trial subscription

Create deal and task from new trial subscription

Your trial subscriptions create CRM gaps, leaving support reps without account context. The workflow creates a deal and follow-up task so reps can start onboarding before trial expiry.

Create deal and task from new trial subscription

Overview

Trial subscriptions often arrive without CRM context, creating manual handoffs and delayed onboarding. This flow automatically creates the person, deal, and a follow-up task so support ops and account reps can begin onboarding within minutes and before the trial ends.

Create deal and task from new trial subscription