Smart Trial Request Email Automation

Time kills deals. The moment a candidate hits “Request Trial” in your ClickUp pipeline, this automation sends a polished, personalized email — instantly.

Key capabilities:

• Immediate email delivery within seconds of a status change.

• Consistent, professional messaging every time.

• Personalization-ready for tone, language, and branding.

• Extendable with SMS, CRM tagging, or trial account provisioning.

⚡ Win hearts and close faster by showing prospects that you move at lightning speed.