1. Purpose

This workflow automatically creates a Subscriptions pipeline deal whenever a contact begins a Free Trial.

When a contact enters the lifecycle stage pipeline segment for trial users, the workflow:

1. Detects that transition
2. Creates a Subscriptions deal in the Trial Started stage
3. Names the deal using the contact’s email: Free Trial – {Contact Email}

This keeps the Subscriptions pipeline in sync with Free Trial starts, enabling clean reporting and handoff into the subscription flow.

2. Location & Status

• Workflow name: Contact - Free Trial Started to Subscriptions Deal
• Type: Contact-based workflow
• Object type: Contacts
• Initial status: Created OFF (must be manually turned ON in Workflows)

3. Enrollment Criteria (Free Trial Begins)

• Trigger type: Property value changed (event-based trigger)

Signal used

The contact’s lifecycle pipeline field indicating they entered the Opportunity (Trial Users) stage.

Specifically:

• Property monitored: Date entered Opportunity (Trial Users) (Lifecycle Stage Pipeline)
• Condition: That property becomes known (i.e., the contact has just entered that stage)

Plain language