Update contact attribution from product trial flow submission
Update contact attribution from product trial flow submission
Your trial form responses lack source attribution, leaving reps blind to lead origin and delaying tailored outreach. Save responses to contact records so reps and ops have source context same day.
Overview
When trial signups arrive without source data, reps lose context and outreach becomes generic. This flow captures the in-app source answer, normalizes it, and writes it to the contact record so reps and revenue ops have attribution context within minutes for same-day outreach.