Create trial requests and notify sales team immediately
Create trial requests and notify sales team immediately
Your free-trial form submissions lack structured routing, delaying provisioning and slowing sales follow-up. It routes each request into trial intake and notifies reps so trials can start the same day.
Overview
When trial requests arrive unstructured, provisioning and sales follow-up stall and engineering time is wasted on manual handoffs. This workflow submits each form to your trial intake and emails sales so onboarding can be started the same day, reducing friction between site leads and provisioning.