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Back to Predict customer churn with AI analysis of HubSpot and Google Sheets data

Set Up: Predict customer churn with AI analysis of HubSpot and Google Sheets data

This workflow continuously monitors customer health by consolidating CRM data from HubSpot with usage metrics from Google Sheets. It uses AI to analyze sentiment scores, deal age, and usage trends against predefined thresholds to automatically alert teams about customers at risk of churning.

What This Automation Does
1

Fetch deals from HubSpot

Retrieves all active deals and customer data from your HubSpot CRM to begin the analysis process.

2

Collect usage data from Google Sheets

Gathers customer feature usage metrics and support ticket information stored in your Google Sheets tracking system.

3

Analyze sentiment from support tickets

Processes support ticket content using AI to generate sentiment scores that indicate customer satisfaction levels.

4

Calculate customer health score

Combines sentiment analysis results with usage data to create a comprehensive customer health score.

5

Evaluate churn risk with AI

AI agent reviews deal age, sentiment scores, and usage trends against predefined thresholds to identify at-risk customers.

6

Send automated churn alerts

Automatically emails responsible team members with data-driven alerts and recommended next steps for at-risk customers.

Prerequisites

  • HubSpot account with Deals API access
  • OpenAI or other LLM provider API key
  • Google Sheets with customer usage tracking data
  • SMTP email credentials for sending alerts
  • n8n with LangChain community nodes enabled

Services Used

Email Send