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Update trial lead when extension form is received

Update trial lead when extension form is received

Your trial extension form updates don't sync to lead records, leaving reps with outdated seat counts and end dates. Leads are updated automatically so AEs get accurate trial details same day.

Update trial lead when extension form is received

Overview

Trial extension updates must land in the CRM so reps never chase stale seat counts or incorrect end dates. This flow updates lead fields and tags experiment state automatically, giving AEs accurate trial context same day for timely outreach.

Update trial lead when extension form is received