Guide library
Lifecycle fan-out and behavioral routing look similar from the outside, but the audience, payloads, and downstream actions are different. The hub now separates them so the right examples are easier to find.
SaaS lifecycle guides
These are the operational patterns SaaS teams usually ship first: payment.failed alerts, user.signup routing, plan-change CRM updates, and trial-conversion handoffs.
Revenue alerts
payment.failedDestinationSlackPost structured payment.failed alerts into Slack so billing, support, or ops sees revenue issues immediately with retry protection and delivery visibility.
Signup automation
user.signupDestinationHubSpotUpdate HubSpot properties and list membership on user.signup so CRM state, lifecycle campaigns, and attribution fields stay current from the first event.
Signup automation
user.signupDestinationMailchimpAdd new signups to the right Mailchimp audience from user.signup so welcome automation starts immediately from the event that matters.
Revenue ops
plan.upgradedplan.downgradedDestinationSalesforcePush plan change signals into Salesforce so expansion and downgrade context reaches CS or RevOps while the billing change is still fresh.
Read the guideTrial conversion
trial.endingDestinationIntercomTag Intercom users on trial.ending so the right upgrade or trial-ending message flow can react while the conversion window is still open.
Behavioral & content event guides
These guides are aimed at course products, coaching offers, PLG products, LMS tools, and onboarding-heavy experiences where lesson.completed, page.completed, and page.visited matter more than a generic timer.
Course progress
lesson.completedDestinationHubSpotUpdate HubSpot properties and milestone list state from lesson.completed so student progress shows up in the CRM the moment a learner moves.
Course progress
lesson.completedDestinationMailchimpAdd learners to the right Mailchimp audience from lesson.completed so progress-based email automation starts when the lesson is finished, not when a timer fires.
High-intent behavior
page.visitedDestinationIntercomTag Intercom users from repeated high-intent page.visited behavior so in-app guidance and support follow-up can respond while the interest signal is fresh.
Behavior-driven onboarding
page.completedDestinationActiveCampaignApply the next ActiveCampaign tag or list action from page.completed so onboarding advances because the user finished the step, not because a timer expired.
High-intent behavior
page.visitedDestinationHubSpotUpdate HubSpot intent properties from repeated sales-page visits so coaching, creator, and high-ticket teams can trigger faster follow-up from real purchase behavior.
Read the guideBy workflow
Some teams start from the destination. Most start from the workflow they are under pressure to ship. This view groups the guides by the job the event needs to do.
Time-sensitive billing workflows where a missed destination update becomes an operating problem fast.
High-intent user.signup guides that push the same source event into CRM and lifecycle email systems.
Plan-change workflows that move expansion or downgrade context out of billing and into CRM execution.
Near-expiry workflows that hand the right product-state signal into messaging tools before the window closes.
Progress-aware guides where lesson.completed turns CRM state and lifecycle email into a live reflection of student movement.
Onboarding guides where page.completed advances the next sequence because the user finished the step, not because a drip timer fired.
Repeated page.visited workflows for PLG, onboarding, coaching, and sales teams that need the right system to react while intent is still active.
By destination
Each page is wired back into the existing marketing and documentation structure so you can move from workflow research into product and setup detail without dead ends.
Destination
Structured alerts for operators who need to see revenue events immediately.
Destination
CRM property and list updates for lifecycle, progress, and purchase-intent workflows.
Destination
Audience-entry workflows that hand signup or lesson-progress context into lifecycle email automation.
Destination
CRM updates for plan-change signals that CS and RevOps need quickly.
Destination
Tag-driven messaging handoffs for time-sensitive lifecycle moments and repeated high-intent behavior.
Destination
Tag and list actions that let lifecycle automation move from real onboarding progress.
Keep exploring
See broader multi-destination event-routing patterns beyond the single-destination guides.
Open linkGet from workspace setup to your first routed event in the shortest possible path.
Open linkSee how connections, actions, mappings, and rules work together behind these guide pages.
Open linkUnderstand what it costs to own retries, observability, and delivery plumbing in-house.
Open link