Create ramp-up task for new free trial signup
Create ramp-up task for new free trial signup
Your free trial signups lack a kickoff task or site link, causing setup to stall. It populates the task with site URL and business-day due date so onboarding proceeds the same day.
Workflow preview:
Zap details:
Overview
Free trial signups need immediate, contextual work items so your customer success team can start setup without hunting for site details. This flow turns each signup into a populated kickoff task with the new site link and a business-day due date, letting your team begin customization the same day.