CTOs: Notify engineering and account owners when customers choose free plans

Account owners in IT services miss free-plan selections in product events, leaving prospects unqualified. This flow alerts account owners and engineering so reps can review and prioritize outreach.

Overview

Free-plan selections often slip past account owners and engineers, leaving prospects unqualified and future expansion at risk. This workflow routes every free-plan pick to the assigned owner, logs a CRM activity, and notifies engineering so reps can review and prioritize outreach—reducing missed follow-ups and improving qualification coverage.

Notable Features

Alert assigned account owners via Slack
Create CRM activity for each signup
Tag free-plan contacts for follow-up