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.

Update deal status from trial lead counts for follow-up

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.

Update deal status from trial lead counts for follow-up