IT teams: deliver trial credentials to new signups instantly

IT admins provisioning trials manually leave prospects waiting and interest cooling. New signups get credentials and onboarding invites so sales can follow up while interest is high.

Overview

Manual trial provisioning lets prospects cool off and creates heavy IT backlog; this flow delivers credentials and onboarding invites at signup, logs every trial to your CRM, and queues follow-ups so sales can act while interest is high. IT teams report reduced manual handoffs and fewer onboarding errors.

Notable Features

Deliver personalized credentials by email
Create CRM lead and note
Trigger onboarding invites with calendar links