1. Purpose

Automatically move a Subscriptions pipeline deal from Trial Engaged to Trial Ending – Hot 3 days before the contact’s Trial End Date.

This keeps the pipeline in sync with where the user is in their trial calendar, so your team and Prospecting Agent can focus on last‑chance conversion motions.

2. Location & Status

• Workflow name: Deal - Trial Engaged to Trial Ending - Hot
• Type: Contact‑based workflow (uses contact date to update associated deal)
• Object type: Contact
• Initial status: Created OFF (must be manually turned ON in Workflows)

3. Enrollment Criteria (3 Days Before Trial End)

• Trigger type: Property value changed (event‑based trigger)
• Property monitored: trial_end_date (Trial End Date)
• Condition: When trial_end_date changes and is within a 3‑day window before today (i.e., less than 3 days from now, based on America/Los_Angeles timezone).

Plain language

• Enroll a contact when their Trial End Date is 3 days out (or closer), based on the most recent update to that date.
• Because of how the event trigger is implemented, this effectively catches the “3 days before trial end” moment and enrolls the contact.

4. Action Flow (Step‑by‑Step)

Once a contact enrolls:

Step 1 — Update associated Subscriptions deal to “Trial Ending - Hot”

• Action: Edit record (associated deal property)
• Target object: Associated Deals (via the Contact ↔ Deal association)