Update deal status from trial lead counts for follow-up
Update deal status from trial lead counts for follow-up
Your trial lead counts aren't reflected in deal records, so reps can't prioritize or track qualification. This updates deals and creates follow-up activities so reps act on results the same day.
Overview
Trial completions should drive pipeline actions, not extra admin. This flow writes trial lead counts into deal records and fires the right follow-up tasks so reps can prioritize and engage the same day. It turns raw test results into immediate, accountable pipeline signals.