Enrich & qualify free trial signups using Make & HeyReach

If you're generating lots of free trials for your B2B SaaS, this Make flow is perfect for you. In this video, Nenad will demonstrate how to qualify your signups and assess their ICP-fit.

That way, you'll be able to:

• Measure qualified leads, not just total leads
• Keep your CRM squeaky clean (without manual work)
• Automate the entire qualification process with AI agents (sending tier 1 accounts to customer success, while tier 2 follows the self-serve path)

Here’s how it works:

1. Someone signs up for a free trial
2. They get whisked away into HubSpot (our CRM)
3. Our AI agents qualify leads across 3 tiers
4. All data is passed back and organized in our CRM
5. Human-led and self-serve motions are executed

As our AI Agent, we used Relevance and you can borrow all Nenad’s prompts here.

If this is your first time using Make, we have a little gift for you. Follow this link to get their Pro plan free for two months.

Ready to take HeyReach for a test drive? Click here and let's get the party started!