Create trial lead and notify enrollment team instantly
Create trial lead and notify enrollment team instantly
You get trial signups as raw form replies, stalling enrollment triage and missing schedule context. It captures leads, notifies coordinators, and logs the trial so outreach starts the same day.
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Overview
Trial interest should never sit in an inbox — it should become a contact and an action item. This flow captures each trial signup as a CRM lead, notifies your coordinators, and logs the details so outreach can begin the same day. That reduces manual handoffs and speeds enrollment.