SALES
Trial-Signup Onboarding Loom with Salesforce Lead Creation
On a new trial signup, generates a feature-onboarding Loom tailored to the signup plan, creates or updates a Salesforce lead with the link.
How it runs
The automated pipeline, trigger to output.
- TriggerTrial-signup webhook receivedHTTP webhook
- LogicSelect onboarding template by plan
- ActionGenerate plan-specific Loom walkthroughLoom
- ActionCreate or update Salesforce lead with linkSalesforce
- OutputEmail getting-started walkthrough to userGmail
What it does
Welcomes every new trial user with a personalized onboarding walkthrough. It generates a Loom that highlights the features most relevant to the plan they chose, captures the user as a Salesforce lead with the walkthrough attached, and emails them a getting-started video to drive activation.
When to use it
Use it for product-led trials where activation drops off without guidance. Ideal when you want sales to see every trial as a tracked lead while giving users immediate, plan-specific onboarding.
How it works
- 1A trial-signup webhook fires with the user's email, chosen plan, and intended use case.
- 2A branch selects the onboarding template based on the signup plan.
- 3A personalized Loom onboarding walkthrough is generated for that plan.
- 4Salesforce creates or updates a lead with the user details and the Loom link.
- 5A Gmail welcome email delivers the getting-started walkthrough to the new user.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.