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

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

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.

What This Automation Does
1

Detect upcoming renewals

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

2

Enrich account data

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

3

Calculate churn risk scores

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

4

Route accounts by risk level

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

5

Execute retention playbooks

Creates Jira tickets and sends Slack alerts for high-risk accounts, schedules follow-ups for medium-risk, and light monitoring for low-risk accounts.

6

Log results and send reports

Records all processed accounts in database and sends daily summary email to Customer Success leadership with renewal status overview.

Prerequisites

  • Postgres database with subscription and renewal data
  • HubSpot account with CRM access
  • Salesforce or Pipedrive CRM integration
  • Zendesk support system access
  • Jira workspace for task management
  • Slack workspace for team notifications

Services Used

ZendeskPostgreSQLHubSpot Service HubSalesforcePipedriveGmailJiraSlackTrello

Services with alternatives — you can swap them in the next step.