Engineering: route trial signups to assigned sales reps

Sales reps miss trial form submissions in crowded inboxes, costing demos and letting prospects cool. Send the named rep a direct message with customer context and a task link to prioritize follow-up.

Overview

When trial signups get buried, demos stall and prospects cool off. This workflow delivers each submission as a direct message to the named sales rep with customer context and a task link, eliminating missed follow-ups and keeping pipeline accuracy. Engineering can instrument the routing and logs for easy monitoring and iterations.

Notable Features

Notify assigned rep with context
Attach task link to alert
Fallback routing when unassigned