Update trial signup status in CRM and record list
Update trial signup status in CRM and record list
Your trial statuses sent by webhook aren't syncing to CRM and lists, causing onboarding confusion and missed follow-ups. This centralizes trial status so customer success can act within minutes.
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Overview
Keep trial status authoritative so your customer success team never chases outdated records. Feeding accurate trial state into contact records and operational lists turns confusion into same-day handoffs and faster activation.