We have a website that people can join by creating a new user id and password. Historically, we have had a “freemium” model, where people could have their accounts forever, for free, but only have access to premium features if they converted to paid subscribers.
We are changing this to a “free-to-try” model, so that if they do not convert to paid subscriptions after a 30-day free trial, they are no longer allowed to log in. This seems an ideal application of HubSpot workflows, etc., and the API.
Once I really dove into designing how this will work, it became apparent that this is more complex than it seems. So, there has to be someone out there who has solved this problem before, and I’d truly appreciate any “best practices” guidance the community has to offer!