PostHog PLG-to-Enterprise Bridge

AI-powered daily PLG-to-enterprise upgrade scoring — ICP fit, usage intensity, collaboration signals, growth trajectory, and engagement depth scored with automatic CRM deal creation.

Scores PostHog accounts daily for enterprise upgrade readiness using 5 weighted dimensions. Connects product usage data to CRM pipeline — automatically creates Pipedrive deals for high-intent accounts with behavioral evidence. Slack daily digest with top upgrade candidates. 30-node n8n workflow with weekday scheduler. BQS 12/12 certified.

triggerSchedule01FetcherPostHog API02AssemblerUIS Scoring03AnalystUpgrade Score04FormatterBrief + DealPipedriveCRM DealSlackUIS Digest

Four Agents. Daily Upgrade Scoring. CRM Deal Creation.

The Fetcher

Step 1The Fetcher

Code-only

Queries PostHog API daily for organization-level usage data — active users, feature adoption breadth, collaboration signals (shared dashboards, team invites), API usage, and growth trajectories. Retrieves data for all accounts exceeding minimum activity threshold.

The Assembler

Step 2The Assembler

Code-only

Computes five Upgrade Intent Score (UIS) dimensions per organization: ICP fit (company size, industry signals from user properties), usage intensity (DAU/MAU ratio, session depth), collaboration signals (multi-user activity, shared resources), growth trajectory (week-over-week usage growth), and engagement depth (feature breadth, API usage).

The Analyst

Step 3The Analyst

Tier 2 Classification

Scores each dimension 1-10, computes composite UIS. Classifies accounts as HIGH (UIS ≥7, creates Pipedrive deal), MEDIUM (UIS 4-6.9, added to watch list), or LOW (UIS <4, no action). Generates per-account upgrade brief with specific expansion triggers.

The Formatter

Step 4The Formatter

Tier 3 Creative

Creates Pipedrive deals for HIGH accounts with pre-populated notes and expansion context. Generates a Slack digest with newly qualified accounts and their upgrade triggers. Maintains a watch list for MEDIUM accounts approaching threshold.

What It Does NOT Do

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Does not contact accounts directly — it creates CRM deals for your sales team to action

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Does not modify PostHog data or feature flags — this is a read-only analysis tool

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Does not replace sales qualification — it provides usage-based signals that complement traditional qualification

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Does not work with non-PostHog analytics tools — this is PostHog-specific

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Does not guarantee upgrades — it identifies high-intent accounts that sales teams must engage

The Complete Customer Success Bundle

6 files.

posthog_plg_to_enterprise_bridge_v1_0_0.jsonMain workflow (30 nodes)
posthog_plg_to_enterprise_bridge_scheduler_v1_0_0.jsonScheduler workflow (3 nodes)
README.md10-minute setup guide
docs/TDD.mdTechnical Design Document
system_prompts/analyst_system_prompt.mdAnalyst prompt reference
system_prompts/formatter_system_prompt.mdFormatter prompt reference

Tested. Measured. Documented.

Daily 5-dimension PLG-to-enterprise upgrade scoring with automatic CRM deal creation for high-intent accounts and Slack notification of newly qualified organizations.

PostHog PLG-to-Enterprise Bridge v1.0.0──────────────────────────────────────────Nodes:        30 main + 3 scheduler (33 total)Agents:       4 (Fetcher, Assembler, Analyst, Formatter)LLM Calls:    2 per run (Analyst + Formatter)Model:        Sonnet 4.6 (SINGLE-MODEL)Trigger:      Schedule (daily weekdays 8:00 UTC) + WebhookPattern:      BATCH (daily account scoring)Tool A:       PostHog API — organization usage dataTool B:       Pipedrive API — deal creation for HIGH accountsTool C:       Slack (httpHeaderAuth) — digest with qualified accountsITP:          8/8 records, 14/14 milestonesBQS:          12/12 PASSCost:         $0.03–$0.10 per run

What You'll Need

Platform

n8n 2.7.5+

Est. Monthly API Cost

~$0.03-0.10 per daily run + PostHog and Pipedrive subscriptions.

Credentials Required

  • Anthropic API
  • PostHog API Key
  • Pipedrive API Token
  • Slack (Bot Token, httpHeaderAuth Bearer)

Services

  • PostHog account with organization data
  • Pipedrive account
  • Anthropic API key
  • Slack workspace (Bot Token with chat:write)

Setup Track

Quick Start

~15 min

All credentials live, n8n running

Full Setup

1–2 hrs

Needs API config + tables

From Scratch

2–4 hrs

No n8n, no credentials

PostHog PLG-to-Enterprise Bridge v1.0.0

$249

one-time purchase

What you get:

  • 30-node main workflow + 3-node scheduler
  • Daily PLG-to-enterprise upgrade scoring from PostHog organization data
  • 5-dimension Upgrade Intent Score (UIS): ICP fit, usage intensity, collaboration signals, growth trajectory, engagement depth
  • UIS 1-10 per dimension with HIGH/MEDIUM/LOW classification
  • Automatic Pipedrive deal creation for HIGH-scoring accounts
  • Pre-populated deal notes with expansion triggers and usage context
  • Watch list for MEDIUM accounts approaching upgrade threshold
  • Collaboration signal detection (multi-user activity, shared resources)
  • Growth trajectory analysis for identifying accelerating accounts
  • Slack digest with newly qualified accounts and upgrade triggers
  • Configurable: ICP criteria, UIS thresholds, Pipedrive pipeline/stage
  • Full technical documentation + system prompts

Frequently Asked Questions

What are collaboration signals?+

Multi-user activity within the same organization: shared dashboards, team workspace invites, multiple users accessing the same features, and API tokens created by different users. These signals indicate the account has outgrown individual use and may need enterprise features like SSO, audit logs, or team management.

How does Pipedrive deal creation work?+

When an account scores UIS ≥7 (HIGH), the Formatter creates a Pipedrive deal via API in your configured pipeline and stage. Deal notes include the UIS breakdown, top expansion triggers, current usage metrics, and recommended next steps for the sales team. No duplicate deals — the workflow checks for existing deals before creation.

Can I use HubSpot instead of Pipedrive?+

This version is built for Pipedrive. The workflow pattern (PostHog scoring → CRM deal creation) can be adapted to HubSpot, but the Formatter node uses Pipedrive API endpoints. A HubSpot variant may be released separately.

Is there a refund policy?+

All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions? Contact support@forgeworkflows.com before buying. Full terms at forgeworkflows.com/legal.

Read the full guide →

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