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.
- 1
Scan Active Trials
Add a
Schedule Triggerrunning daily across trials. - 2
Score Fit and Intent
Add
HTTP RequestandCodenodes combining company fit with product engagement into a score. - 3
Filter the Hottest
Add an
IFnode continuing only for trials above your handoff threshold. - 4
Hand to Sales
Add a
Slacknode giving the rep the account, score and key signals to act on. - 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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