1) Workflow — Contact: Subscription Activated → Closed Won — Active Subscription

• Workflow name: Contact - Subscription Activated to Closed Won
• Type: Contact-based
• Status: Created and currently off

Trigger

A contact enrolls when:

• Their subscription_status property changes, and
• The new value is active (lowercase, matching your enumeration values: free_trial, active, cancelled, expired, none).

Plain language: When Subscription Status on the contact becomes active, enroll them.

Action

On enrollment:

• Edit associated deal(s):
  • Target: Deals associated to the contact (via Contact → Deal association).
  • Property: Deal Stage
  • New value: Closed Won - Active Subscription (Won)
    • (internally: closedwon in the Subscriptions pipeline)

Effect: As soon as a contact’s Subscription Status turns active, their associated Subscriptions deal is updated to Closed Won – Active Subscription (Won).

2) Workflow — Contact: Trial Ended without Activation → Closed Lost — Trial Not Converted

• Workflow name: Contact - Trial Ended without Activation to Closed Lost
• Type: Contact-based
• Status: Created and currently off

Trigger

A contact enrolls when: