Turn SaaS trials into paid customers. Activation nudges on WhatsApp.

Help new trials reach the key action, check in once they’re active, and send your own checkout link only when they choose a plan. Every answer lands in HubSpot, so sales sees who is ready.

Get started free Try a live Flow on WhatsApp (opens in a new tab)
Flo, the Flowella mascot, pointing at a simple flowchart in an open ring-bound playbook with colourful tabbed pages
Trigger
A trial your product writes to HubSpot
Channel
WhatsApp, with the answers in HubSpot
Workflow
4 templates, 1 Flow, 2 branches
Needs
HubSpot workflows, on Professional or Enterprise

Step through the play as the trial user.

Marcus is ten days into a trial of Acme Analytics. Each step shows what he sees on WhatsApp and what lands on his HubSpot record, from the check-in to his checkout or a call. Your answers in the Flow decide the branch. All but the owner are custom properties the play creates.

Flo pointing along one of three signpost arrows, the way the branch sends each trial user down one path
Trial-to-Paid SaaSStep 1 of 5
  1. Where Marcus comes from

  4. Yes, ready: send the checkout for their plan

    Not yet: a person helps, and time to finish

  5. Upgrade: trial_checkout and a status

    Help: trial_help and an owner

Acme AnalyticsBusiness account
Sample data

Today

Marcus ReidLowfield Studio, +44 7700 900562
Sample data

Properties

upgrade_signal
trial_day_10Activated, 4 days left
trial_next_step
No value
plan_interest
No value
trial_feedback
No value
trial_status
trialing
hubspot_owner_id
No value

Activity

    2 of 6 properties written

    Workflow triggers and actions need HubSpot Professional or Enterprise. Workflow actions guide

    Try a live Flow

    Scan the code with your phone to open one in WhatsApp. It’s Flowella’s own Flow, not this playbook.

    Open it in WhatsApp (opens in a new tab)

    The trial-to-paid blueprint.

    A welcome on day 0, help for quiet trials, then a check-in for active ones and one branch: ready buyers get your checkout and the rest get a person. You build it in a HubSpot workflow, from Flowella’s WhatsApp triggers and actions.

    • Trigger
    • Send WhatsApp
    • Delay
    • Branch
    • Goal
    • Numbered note
    1. Enrolment triggerYour product writes a new trial

      trial_status set to trialing in HubSpot by your own app.

      Your product writes the trial

      Flowella reads HubSpot. Write the trial, its end date and the key action to the contact.

    2. Send WhatsApp TemplateThe welcome, on day 0

      The trial length and the one thing to try first.

    3. BranchHas trial_activated fired by day 3?

      No: setup help and a Breeze Customer Agent. Yes: on to day 10.

      Gate on a real signal

      Ask an inactive trial to pay and it burns goodwill. Help it reach the key action first.

    4. DelayUntil day 10

      A pricing visit or a WhatsApp question can start the check-in sooner.

    5. Send WhatsApp TemplateThe check-in

      trial_checkin, with the Flow button “Choose what’s next”.

      Say what happens to their work

      The question behind an upgrade is often whether their work survives. Answer it first.

    6. Delay until event happensForm Completed, up to 2 days

      The answers land as trial_next_step, plan_interest and trial_feedback.

      No answer in 2 days: the owner gets a task.

    7. BranchIs trial_next_step ready to buy?

      Ready goes to checkout; more time or setup help goes to a person.

    8. Yes
      Send WhatsApp TemplateThe checkout

      trial_checkout, with your own billing link

      GoalPaid

      Your billing system writes the plan to HubSpot and the workflow ends

      No
      Rotate record to ownerCustomer success

      A named person, before any message names them

      Send WhatsApp TemplateThe help offer

      trial_help, with a round-robin meetings link that puts the owner first

      GoalBack on track

      More time and setup done, then the check-in again

      Hand over, don’t hard sell

      Offer more time or setup help before any discount, from a named person.

    Workflow triggers and actions need HubSpot Professional or Enterprise. The answers land as contact properties on every HubSpot plan, Free included. Workflow actions guide

    Copy that moves a trial forward.

    Three WhatsApp templates and the Flow they open carry the check-in, and the day-0 welcome follows the same style. Each one reads well on a phone, and every variable comes from the HubSpot record.

    Show the messages as

    • trial_checkinMarketingEnglish (UK)Sample data

      Sends on day 10, 5 minutes after a pricing visit, or straight back to a question

      How’s your trial going?Hi {{first_name}}, your Acme Analytics trial ends on {{trial_end_date}}, and everything you’ve built stays put when you choose a plan. Tell us where you are in two taps: pick a plan, ask for more time, or get a hand with setup.Reply STOP to opt outChoose what’s next
      How’s your trial going?Hi Marcus, your Acme Analytics trial ends on Friday, and everything you’ve built stays put when you choose a plan. Tell us where you are in two taps: pick a plan, ask for more time, or get a hand with setup.Reply STOP to opt outChoose what’s next

      Says what happens to their work, and lets them pick the next step without a sales call.

    • trial_nextWhatsApp Flow1 screenSample data

      Opens from the check-in’s button, synced from your HubSpot form

      The Flow, Your trial’s next step: where are you with the trial (ready to choose a plan, I need a little more time, stuck on setup), which plan fits (Starter, Team, not sure yet) and an optional question, what would help you decide.

      Marcus’s Flow, with ready to choose a plan and Team chosen, and the optional question left blank.

      Readiness, a plan and an optional question. Each answer lands as its own property.

    • trial_checkoutMarketingEnglish (UK)Sample data

      Sends when trial_next_step is ready to choose a plan

      Your plan, ready to startGreat, {{first_name}}. Choose the {{plan_name}} plan on your billing page below, and everything from your trial carries straight over.Reply STOP to opt outOpen checkout
      Your plan, ready to startGreat, Marcus. Choose the Team plan on your billing page below, and everything from your trial carries straight over.Reply STOP to opt outOpen checkout

      Their plan named, one link to your own billing page, and a promise their work comes with them.

    • trial_helpUtilityEnglish (UK)Sample data

      Sends for more time or setup help, once an owner is set

      Thanks, {{first_name}}. {{owner_name}} from our team will message you here to help with setup, and can add time to your trial while you finish.Book a setup call
      Thanks, Marcus. Grace from our team will message you here to help with setup, and can add time to your trial while you finish.Book a setup call

      A named person, a calendar link and room to finish, instead of a hard sell.

    Sample templates. Meta approves each template before it can send, and the Send WhatsApp Template action maps HubSpot properties to its variables.

    Five things that show a trial is ready to pay.

    The play captures all five, and each lands in HubSpot as something a workflow can read, not a hunch about who will convert.

    5 signals, what noise and real demand look like for each, and where each lands in HubSpot
    SignalNoiseReal demandLands in HubSpot as
    Whether they’re activatedThe action that proves value, written by your product, gates every upgrade ask. Not yet Done by day 3 trial_activatedWritten by your product
    Where they areTheir own answer on readiness beats any guess from login counts. Stuck on setup Ready to choose trial_next_step
    Which plan they lean toA plan picked in the Flow names the right plan in the checkout message. Not sure yet Team plan_interest
    Whether they look at pricingA pricing visit mid-trial is a buying signal worth a check-in. Never visited Visited this week Page viewHubSpot website activity
    Whether they finishOnly a finished Flow fires Form Completed, so a half-answered check-in sends no checkout. Opened, then left Every question done Form CompletedThe Flowella trigger

    Why trial nudges on WhatsApp work.

    A stalled trial rarely tells you why. WhatsApp gives each one a direct line from sign-up to the key action, to help, and to a plan.

    • Why trials stall

      People sign up with intent and lose it before they reach the moment that proves the product. A message in the chat they already use brings them back while there’s still time.

    • How to enhance it

      Trigger on product events your app writes to HubSpot, route team accounts to sales, assign a Breeze Customer Agent to setup questions, and map the end date as a text property.

    • Gotchas

      Don’t message every login, stop the moment the plan is paid, keep hard selling out of week one, and map dates as text: a raw date property arrives as 20.10.2026 00:00.

    The point: trials convert when people reach value before the clock runs out.

    Every play, in one playbook.

    The HubSpot + WhatsApp Playbook, Vol. 01, puts each play on a two-page spread: why and when it works on the left, the blueprint on the right, and the WhatsApp copy ready to paste. Trial-to-Paid SaaS is one of them.

    1. Leave your WhatsApp number. Four fields, and no sales call attached.
    2. A short Flow arrives. It’s a live Flowella Flow, so you see one working.
    3. The playbook lands in the same chat.
    Get the playbook

    Free. Reply STOP at any time to stop the messages.

    Vol. 01

    The HubSpot + WhatsApp Playbook

    Workflows that actually convert.

    • Each play on a two-page spread
    • The WhatsApp copy, ready to paste
    • Blueprints you can build in HubSpot

    flowella.ioField manual

    Page 1 of 3The cover

    Browse playbooks by what you do.

    Twenty plays, each a working blueprint. These six sit closest to turning trials into revenue.

    Browse all playbooks

    This play is filed under Sales Customer success B2B SaaS

    • Customer Onboarding

      Guide new customers to first value with milestone WhatsApp prompts, setup nudges, support rescue, and HubSpot onboarding status updates.

      • Support
      • Customer success

    • Membership Renewals

      Renew more memberships: a WhatsApp reminder 30 days out, a one-screen Flow, the renewal link for members who stay, and a person for anyone unsure.

      • Customer success

    • Lead Capture & Qualify

      Qualify captured leads with WhatsApp questions, scoring, high-fit sales routing, and nurture for low-urgency contacts.

      • Sales
      • Marketing

    • Re-engagement

      Wake dormant contacts with a WhatsApp preference prompt, branch interest, snooze, and opt-out paths, and clean HubSpot automatically.

      • Marketing
      • Customer success

    • Meeting Booking Workflow

      Book more meetings: a WhatsApp Flow asks the topic and timing, then sends a HubSpot meetings link that shows the right rep’s times, in the same chat.

      • Sales

    • Refer-a-Friend

      Turn happy customers into tracked referrals with WhatsApp invites, unique links, friend signup checks, thank-you messages, and two-sided rewards.

      • Marketing
      • Customer success
    Flo jumping for joy with her fist in the air and a phone in her hand

    Ship the trial check-in first.

    Turn every active trial into a WhatsApp check-in that ends at your own checkout, inside HubSpot. Start free today, or book a 30-minute demo and we’ll map this play to your product.

    Get started free Try on WhatsApp (opens in a new tab)
    Or book a 30-minute demo