Automate B2B SaaS renewal risk management with CRM, support & usage data
Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, ...
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Description
This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late.
It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook:
- HIGH risk → full escalation (tasks, alerts, emails) - MEDIUM risk → proactive follow-up by Customer Success - LOW risk → light renewal touchpoint / monitoring
Everything is logged into a database table so that you can build dashboards, run analysis, or plug additional automations on top.
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How it works  1. Daily detection (J–30 renewals) A scheduled trigger runs every morning and queries your database (Postgres / Supabase) to fetch all active subscriptions expiring in 30 days. Each row includes the account identifier, name, renewal date and basic commercial data.
2. Data enrichment across tools For each account, the workflow calls several business systems to collect context: - HubSpot → engagement history - Salesforce → account profile and segment - Pipedrive → deal activities and associated products - Analytics API → product feature usage and activity trends - Zendesk → recent support tickets and potential friction signals