Send trial credentials and log signup to sheet
Send trial credentials and log signup to sheet
You get free-trial signups but onboarding details are scattered, leaving registrants without access. The workflow emails credentials and logs each signup so coordinators can provision access same day.
Overview
When trial signups arrive, manual emails and scattered records slow provisioning and frustrate registrants. This flow delivers credentials immediately and centralizes signups so onboarding coordinators can provision access and follow up the same day.