Trials & Conversion
Monitor trial activation, score leads HOT/WARM/COLD, and hand qualified leads off to your CRM via webhook.
Trials & Conversion
Trials & Conversion (Customer Success → Trials & Conversion) tracks how trial users activate and routes your hottest leads to sales. The activation funnel and lead-score panel sit side by side, with the lead-handoff configuration below them.
Activation funnel
A product-led-growth funnel across five activation stages:
registered → onboarded → first_api_call → subscribed → active
Each stage shows a count and the conversion rate into it, plus the total events feeding the funnel.
Lead score
Each company gets a 0–100 lead score mapped to a tier:
The panel also surfaces the current activation step (Sandbox Key → Create Meter → First Event) and the company's plan tier.
Lead handoff configuration
Wire qualified leads into your CRM or Slack:
- Webhook URL — where Aforo POSTs the lead payload.
- Score threshold (1–100) — only leads at or above this score are handed off.
- Enabled toggle.
Use Send Test to fire a sample payload at your webhook (the panel shows success / error), then Save Configuration.