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Create trial deal and contact from booking form

Create trial deal and contact from booking form

Your trial form submissions often arrive without CRM context, leaving coordinators unable to prepare for calls. Each submission creates a contact and trial so reps can follow up same day.

Create trial deal and contact from booking form

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Overview

When parents book trials, missing or unlinked CRM records delay confirmations and outreach. This workflow captures each booking as a contact and a trial opportunity so enrollment coordinators can confirm availability and reps can follow up same day.

Create trial deal and contact from booking form