Create trial lead, tag contact, and schedule follow-ups
Create trial lead, tag contact, and schedule follow-ups
Your trial purchases reach you without CRM records or tags, so reps miss start dates and renewal windows. Capture contacts, tag them, and create follow-up tasks so reps can act before trials expire.
Overview
When a customer completes checkout for a trial, reps need context and a clear next step inside the CRM; this workflow captures the purchase, subscribes the contact, and creates contextual notes and tasks. The result is faster outreach and measurable engagement within the trial period.