Your product analytics and your CRM never meet, so trial follow-up fires on signup date instead of on what people did. A GTM engineer builds the bridge: every form submission, product session and activation event on the CRM contact, keyed by your product's own identity, and a usage tier your reps and your lifecycle plays can act on. This line ships one offer, the Trial-to-CRM Bridge; further product-led work is scoped after it has run.
Product-led SaaS
PostHog knows who activated and your CRM knows who signed up, and the two never meet. Onboarding runs on signup date, an account looks dormant while a champion is active in the product, and marketing and sales keep separate spreadsheets of who is hot.
A submission from your forms lands on the CRM contact as a real submission event, stitched to the visitor who filled it in, so it joins what that person did on your site before they signed up.
Last session, the activation events you name and trial status land on the CRM contact from a daily sync of your PostHog, as timeline events a rep can read and as properties a list can filter on.
Each contact gets a usage tier from a ladder written as config in your own words, with the events behind the value on the record, and tier and recency roll up from contacts to the account so an account with an active champion never reads as dormant.
How a visitor, a signup and a contact become one record is declared once, keyed by your product's own identity and never guessed from an email, and an event that cannot be matched is counted and never used to create a contact.
PostHog carries the behavior of your website and your product in one identity graph, and the bridge writes it to your CRM: to HubSpot as it stands, or to Attio with the adapter built as part of your project.
The tracking schema, the identity rules, the form map and the tier ladder are files in your repo, each with a version. The code your product team installs is generated from the schema, so a misspelled event or a missing property fails when the code is built, not in a dashboard weeks later.
Every form submission, product session and activation event is an event on the contact's timeline. The tier, the recency dates and the flags are properties on the contact and the account that your lists and workflows filter on, each with the events behind it and when it was last computed.
Involved only if you have no warehouse of your own and want the event log and a daily summary kept in one for funnel and attribution work.
What you receive at exit
pg_dump and CSVsA full export, or the warehouse re-pointed at your own database and backfilled.
A written scope, a typical timeline, and a deliverable you can inspect on day one. Timelines are typical, not guaranteed. The proposal sets the one for your stack. Every engagement starts with the Stack Audit: 1 week, and its readout proposes the next piece for your stack, priced in the proposal.
Typical timeline: 2–3 weeks
For the team that has product analytics and a CRM that never meet.
A HubSpot portal sees what HubSpot did: page views on pages carrying its code, and its own forms. What happens in your product, and a form submitted through another form builder, are not in that, so the record stops at the signup. The bridge puts the form, the session and the activation event on the same contact. If you are not already settled in HubSpot, PostHog carries the website and the product in one identity graph and the CRM only has to be the CRM.
Usually by email, which merges wrong: the same person is anonymous on your site and identified in your product, and an email-keyed sync never joins the two. The bridge keys on your product's own identity and lets PostHog do the merge itself, so a visit, a signup and a trial become one record. It also lands usage as events on the timeline and as a tier your lists can use.
Then you are on the clean stack, or close to it: PostHog for behavior, Attio for the CRM, JotForm for forms. Attio has no web tracking of its own, which is what PostHog is for. The Engagement module is designed to write the same events and properties to either CRM; on Attio the adapter is built as part of your project and scoped in the proposal, so you get the same bridge.
Every engagement starts with the Stack Audit: 1 week. Its readout says which piece to build first for your stack and prices it as a fixed fee.
Vendor spend stays yours: reported, never marked up.