For partners: advance trial-ready deals into Expert stage

Partners miss outreach when trial start dates slip, causing stalled pipeline. Zapier advances deals nearing trial start into Expert stage so partners prioritize high-value prospects.

Overview

Partners risk a stalled pipeline when trial starts aren't surfaced. This workflow moves deals into the Expert stage as trials approach, so partners focus follow-up on high-priority prospects and keep pipeline momentum. Expect faster response times and fewer missed follow-ups.

Notable Features

Advance deals nearing trial start
Prioritize high-value prospects for follow-up
Notify partner when deal advances