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Create trial opportunity and tag subscriber for follow-up

Create trial opportunity and tag subscriber for follow-up

Your trial contact updates don't reliably create opportunity records, leaving advisors without follow-up context. You get standardized opportunities and a Trial tag for same-day outreach.

Create trial opportunity and tag subscriber for follow-up

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Overview

When a contact switches into a self‑serve trial, it must create clear pipeline entries and marketing signals immediately. This flow creates or updates a trial opportunity, tags the contact for nurture, and schedules a follow-up so reps can act within one business day.

Create trial opportunity and tag subscriber for follow-up