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Automation of ‘Trial to Subscription’ process using Workato

Rubicon Red is proud to annouce the availability of their 'Trial to Subscription' automation in the Workato Automation Marketplace.

One of the challenges for software as a service providers is maximizing the trial period offered to users.

This is normally a 30 day or similar period in which a SaaS vendor has the chance to promote the value of their solution and convince the trial user to upgrade to a paid subscription.

This solution connects a customer's existing CRM, ERP, Marketing and Service offering to deliver a complete end to end automation.

With the endless set of application and technical connectors available on the Workato platform, the 'Trial to Subscription' automation can be tailored to any combination of cloud applications.

Solution Highlights

  • Deliver a single source of truth for customer data across CRM, ERP, and support


  • Create a reliable customer journey across the trial period

  • Be able to promote your business at every step of the customer journey

  • Leverage transparency in customer usage across the trial

  • Improve sales forecasting

View the solution and request a demo here. Or contact us today if you would like to learn more about Rubicon Red.

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