Skip to content
The Workflow Library
Get the full library

Free trial to paid conversion tracked as expansion pipeline

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeThe 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 maprenewal-expansion-033
Trial deal reaches Closed Won leads to Set Trial Converted Date = today. Set Trial Converted Date = today leads to Set company Expansion Pipeline Flag = true. Set company Expansion Pipeline Flag = true leads to Create expansion outreach task for owner. Create expansion outreach task for owner leads to Notify owner. Trial deal reaches Closed Won Set Trial Converted Date = today Set company Expansion Pipeline Flag = true Create expansion outreach task for owner Notify owner
Trial deal reaches Closed Won leads to Set Trial Converted Date = today. Set Trial Converted Date = today leads to Set company Expansion Pipeline Flag = true. Set company Expansion Pipeline Flag = true leads to Create expansion outreach task for owner. Create expansion outreach task for owner leads to Notify owner. Trial deal reaches Closed Won Set Trial Converted Date = today Set company Expansion Pipeline Flag = true Create expansion outreach task for owner Notify owner

When to use it, when not to

Use it

  • Use 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.
  • Use it together with renewal-expansion-038 if expansion deals created later should be linked back to this original conversion for pipeline lineage.
Read more on when to use itShow less

Skip it

  • Do 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.
  • Do 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.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 4 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Renewal and expansion spec

Not the workflow you needed?

More in Renewal and expansion

50 specs in this section

See all 50 This category, 39 EUR
FreeRenewal deal auto-creation from contract end dateCompany4 steps Expansion deal associated to original deal for pipeline lineageDeal3 steps Upsell opportunity deal creation from product usage thresholdCompany4 steps Renewal deal creation for multi-product bundle accountsCompany12 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library