Keep engineering aware of new trial customer leads

Engineering loses sight of new trial customers in billing, causing missed follow ups before trial expiration. Leverage CRM deals to surface qualified trials so sales reps follow up before trials end.

Overview

Missed trial follow-ups turn active subscriptions into churn risk and weaken pipeline predictability. This workflow turns every new subscription into a CRM contact and qualified trial deal, surfacing opportunities to sales so reps can follow up before trials end and drive faster handoffs.

Notable Features

Create CRM contact and trial deal
Attach trial end date to deal
Notify sales reps of new trials