Add demo attribute to new customer billing profiles

Your contacts' demo dates don't appear in billing profiles, hiding demo-driven revenue. Keep demo status on customer records so reporting and ops include demo accounts in the next metrics run.

Workflow preview:

Zap details:

Overview

If demo bookings don't flow into your billing metrics, subscription reports miss important cohorts and founders lack visibility. This flow marks customer billing profiles with a demo flag so revenue ops and leadership can segment demo-driven accounts by the next metrics update.