Automate B2B SaaS renewal risk management with CRM, support & usage data

Automatically identifies B2B SaaS accounts at renewal risk, enriches with CRM and usage data, and triggers appropriate retention playbooks.

workflowcrm

by Yassin Zeharon n8n

Nodes

Triggers

Platform

n8n

Tech Stack

Zendesk

Postgres

HubSpot

Salesforce

Pipedrive

Gmail

Jira

Slack

How It Works

This workflow runs daily to detect accounts with renewals in 30 days, enriches each account with data from CRM, support, and usage systems, then calculates churn risk scores. Based on risk levels, it automatically triggers escalation playbooks including task creation, alerts, and personalized outreach to secure renewals.

Detect upcoming renewals

Queries Postgres database daily to identify all active subscriptions expiring in 30 days with account and commercial data.

Enrich account data

Collects engagement history from HubSpot, account profiles from Salesforce, deal activities from Pipedrive, and support tickets from Zendesk.

Calculate churn risk scores

Evaluates multiple signals including engagement, usage patterns, and support interactions to categorize accounts as high, medium, or low risk.

Route accounts by risk level

Directs each account to appropriate playbooks based on risk score using automated decision logic.

Attached Files

workflow.json