Create free trial request records from new spreadsheet rows
Create free trial request records from new spreadsheet rows
Your free-trial rows live in a sheet without CRM records, delaying follow-up and leaving reps without context. This creates uniform trial request records so outreach can respond same day.
Overview
Unstructured trial intake creates friction for reps and obscures pipeline visibility. This flow turns new sheet rows into structured CRM trial-request records and routes them to owners so sales can act with context, same day.