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Create deal from trial form submissions for new prospects

Create deal from trial form submissions for new prospects

Your trial signups arrive without a deal record, delaying outreach and leaving reps without context. It creates a CRM deal, links the contact, and gets reps to outreach same day.

Create deal from trial form submissions for new prospects

Overview

Trial signups that land as raw form entries force founders and reps to rebuild context manually, slowing follow-up. This flow converts qualifying trial submissions into CRM deals and links contacts so your team can start outreach the same day.

Create deal from trial form submissions for new prospects