OTHER
Catch when an account's champion goes silent or leaves
Detects when the primary contact at an account stops logging in or bounces email, then flags the relationship risk in HubSpot and alerts the account team in Microsoft Teams.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFind primary contact and last login per accountPostgres
- LogicFlag inactive 21+ days or bounced email
- ActionSet 'champion at risk' and log noteHubSpot
- OutputAlert account team channelMicrosoft Teams
What it does
Losing your internal champion is one of the most reliable predictors of churn and one of the easiest to miss. This workflow watches the primary contact specifically and raises the alarm when that single person goes dark.
When to use it
Use it for relationship-led accounts where renewal hinges on one or two key stakeholders. It catches the quiet risk that aggregate usage metrics hide when other seats stay active.
How it works
- 1A daily schedule triggers the check.
- 2A Postgres query identifies each account's primary contact and their last login date.
- 3A logic step flags contacts inactive for 21+ days or whose email recently hard-bounced.
- 4A HubSpot action sets a 'champion at risk' property and logs a note on the contact.
- 5A Microsoft Teams message alerts the account team channel with the contact name and silent duration so they can re-engage or find a new sponsor.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
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