Keep business owners notified and convert trial purchasers

Business owners miss trial purchasers when new orders aren't turned into leads, causing lost deals. This workflow creates a CRM opportunity and notifies your sales reps so follow-up happens quickly.

Overview

Uncaptured trial purchases create missed opportunities and frustrate business owners. This flow turns every trial order into a CRM opportunity and alerts sales reps so follow-up starts quickly, preventing leads from cooling off. Teams report faster response times and near-zero missed follow-ups.

Notable Features

Create CRM opportunity automatically
Alert sales reps with order details
Tag trial leads for prioritization