Keep sales reps prioritized when trial signups arrive

Sales reps miss prospects when trial signups leave lead status stale, causing outreach to go cold. Update lead status on each signup so sales and ops prioritize outreach and start qualification.

Overview

Stale lead statuses after trial signups let prospects cool and make pipeline prioritization unreliable. This workflow updates CRM records and creates follow-up tasks on every trial registration, so sales reps always see qualification and prioritize outreach; response times drop dramatically and manual updates disappear.

Notable Features

Set lead status on signup
Notify sales reps and ops
Create follow-up tasks for leads