1.Captures plan upgrade event details
Integrate PostHog and analytics tools to capture plan upgrade event properties and map the account identifier to the workflow trigger.
Enroll newly upgraded accounts into welcome onboarding sequence
Automatically capture plan upgrade event signals across PostHog, Webhooks by Zapier, and HubSpot. Create and update when free to paid upgrades, account plan changes, or plan tier transitionsβso you can enroll contacts, start welcome onboarding outreach, and reduce manual outreach.
How this automation accelerates welcome onboarding for upgrades
When plan upgrade event captures indicate an account moved from free to paid, manual onboarding can lag and reps miss the best moment to engage. This automation maps the upgrade to users, waits for provisioning, and enrolls matching contacts into your welcome sequenceβso your team reaches customers faster.
PostHogor swap with your favorite app
2.Continues only for qualifying upgrades
Integrate Filter by Zapier and automation rules to proceed only when upgrades move from a free tier to a paid plan.
Filter by Zapieror swap with your favorite app
3.Retrieves internal user directory
Integrate Webhooks by Zapier and internal directories to call your lookup endpoint and return associated user emails by account.
Webhooks by Zapieror swap with your favorite app
4.Waits 30 minutes before outreach
Integrate Delay by Zapier and provisioning windows to pause execution for 30 minutes so downstream systems finish processing.
Delay by Zapieror swap with your favorite app
5.Finds and enrolls HubSpot contacts
Integrate Code by Zapier or HubSpot to find matching HubSpot contacts by email and enroll them in your welcome onboarding sequence.
HubSpotor swap with your favorite app
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Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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