Outcome. The moment a trial deal closes won, the account is flagged for expansion tracking and the owner gets a task to plan the next expansion touch, instead of the conversion disappearing into standard new-business reporting.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-033
flowchart TD
A[Trial deal reaches Closed Won] --> B[Set Trial Converted Date = today]
B --> C[Set company Expansion Pipeline Flag = true]
C --> D[Create expansion outreach task for owner]
D --> E[Notify owner]
When to use it, when not to
- UseUse it when trial-to-paid conversions are tracked as their own deal type and the team wants a clean starting point for later expansion activity on that account.
- UseUse it together with renewal-expansion-038 if expansion deals created later should be linked back to this original conversion for pipeline lineage.
- SkipDo not use it if trials are not tracked as HubSpot deals at all (some portals only track trial signups as a lifecycle stage or a form submission); build a lifecycle-stage-based version instead.
- SkipDo not use it as a replacement for renewal-expansion-005's usage-threshold upsell trigger; this fiche only marks the starting point right after conversion, it does not detect later expansion signals.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the renewal and expansion pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
