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Create trial deals from webhook events for CSMs

Create trial deals from webhook events for CSMs

Trial starts arrive without CRM opportunities, leaving CSMs without deal context and delaying renewal outreach. Create opportunities automatically so CSMs have contextual deal records ready same day.

Create trial deals from webhook events for CSMs

Overview

Untracked trial starts leave CSMs without deal context and delay onboarding. This flow converts trial webhooks into CRM opportunities so CSMs have deal-ready records and can act the same day.

Create trial deals from webhook events for CSMs