Workflow Product
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, product usage and suppo...
Lead Gen Sales CrmyassinzeharSingle PurchasePublished
Category
Lead Gen Sales Crm
Source
yassinzehar
Delivery
One-time access
Complexity
33 nodes
Asset OverviewView Source
33 workflow nodes configured.
HttpGmailPostgresPipedriveTrelloZendeskHubspotSalesforceN8n Nodes Base.ScheduleTrigger
What This Product Includes
Workflow record
Execution metadata
Catalog status fields
Delivery attachment pending final packaging
Metadata Properties
Workflow Structure
[
"analytivcs",
"Get data related to an organization",
"daily trigger",
"Init config & thresholds",
"Fetch subscriptions expiring in J+30",
"Process subscriptions in batches",
"HubSpot – Get engagement history",
"Salesforce – Get account details",
"Pipedrive – Get deal activities",
"Pipedrive – Get deal products",
"Analytics API – Feature usage",
"Scoring API – Call",
"Normalize scoring response",
"Compute churn score & level",
"Route by churn risk (HIGH / MEDIUM / LOW)",
"Build daily summary",
"Email – LOW info",
"Email – CSM/AM HIGH",
"Email – CSM/ AM MEDIUM",
"jira ticket",
"Slack notification",
"Data personalisation",
"Sticky Note4",
"Sticky Note1",
"Sticky Note2",
"Prepare log payload",
"Build summary line",
"Engagement call",
"Reporting email",
"prepare daily summary",
"Trello Create MEDIUM risk card1",
"Trello Create HIGH risk card",
"Data merge"
]
This workflow is live in the catalog. Delivery packaging and richer setup metadata may still be attached incrementally.
Related Resources