Create trial onboarding lead from updated spreadsheet rows
Create trial onboarding lead from updated spreadsheet rows
Your trial audit sheet rows lack scheduled first-capture calls, which delays onboarding readiness. The workflow routes qualifying trial rows into your onboarding queue so calls are scheduled same day.
Overview
Trial rows left without scheduled calls create onboarding gaps and slow activation. This flow captures qualifying trial rows from your audit sheet and routes them into the onboarding queue so success teams can schedule first-capture calls the same day.