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Hand Warm Trials to Sales With a Fit-and-Intent Score

Focus sales on winnable trials — score each trial on company fit and product intent, and hand the hottest ones to a rep with context.

difficulty Advancedsetup 40 minresult Sales engages only the trials most likely to convert, with a ready summary of why they're worth a call.—
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  1. 1

    Scan Active Trials

    Add a Schedule Trigger running daily across trials.

  2. 2

    Score Fit and Intent

    Add HTTP Request and Code nodes combining company fit with product engagement into a score.

  3. 3

    Filter the Hottest

    Add an IF node continuing only for trials above your handoff threshold.

  4. 4

    Hand to Sales

    Add a Slack node giving the rep the account, score and key signals to act on.

  5. 5

    Activate and Test

    Activate the workflow and feed a high-fit, high-intent test trial. Confirm the handoff fires.

Frequently asked questions

What if a trial is high-intent but low-fit?

Route those to self-serve nurture; save rep time for accounts that fit your ICP and show intent.

Can reps see why it scored high?

Include the top contributing signals so the rep opens the conversation with relevant context.

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