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Create trial deals from new trial signup submissions

Create trial deals from new trial signup submissions

Your trial signups arrive without CRM context, so reps miss priority signals and follow-up stalls. It creates a contact and opens a trial deal so reps can reach out within minutes.

Create trial deals from new trial signup submissions

Overview

When trial signups don't reach the CRM with context, reps can't prioritize onboarding and opportunities cool off. This flow captures each signup as a contact, maps sector selections, and opens a trial deal so reps can engage within minutes.

Create trial deals from new trial signup submissions