Notify support ops when trial customers activate or convert

Customer support ops miss trial activations in billing feeds, causing delayed onboarding and trial drop-off risk. Instant internal alerts put agents on outreach so trials get immediate onboarding.

Overview

Missed trial activations leave customers unsupported and increase churn risk. This workflow delivers every trial activation and conversion to support ops, creates onboarding tasks, and alerts agents so response times drop dramatically and trials receive proactive onboarding.

Notable Features

Notify support channels instantly
Create trial records in CRM
Tag converted trials for follow-up