CRM
Open an Attio Deal and Notify Sales on Expansion Intent
When an Intercom conversation shows clear upsell intent, this agent enriches the account, creates or updates a deal in Attio, assigns the account owner.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation flagged expansionIntercom
- ActionRead thread + confirm upsell askIntercom
- ActionLook up company, plan, owner in AttioAttio
- LogicCheck for existing open deal (dedupe)
- ActionCreate or update deal in AttioAttio
- OutputPost qualified handoff to sales SlackSlack
What it does
This agent-driven workflow turns an expansion-flavored support chat into a real sales motion. When a conversation signals upsell intent — more seats, a higher tier, a new module — the agent confirms the company and current plan in Attio, drafts a deal with a suggested expansion value and the supporting quote from the transcript, assigns the existing account owner, and hands it to sales in Slack with the context they need to follow up the same day.
When to use it
Use it when support and sales are separate teams and warm expansion signals get lost in the inbox. Best for PLG and hybrid motions where CS surfaces intent that AE owners should close.
How it works
- 1An Intercom conversation tagged or detected as expansion-related triggers the workflow.
- 2The agent reads the thread and confirms upsell intent and the specific ask.
- 3It looks up the company, plan, and owner in Attio.
- 4A branch checks for an existing open deal to avoid duplicates, updating it or creating a new one.
- 5The deal is written to Attio with value, stage, and the supporting quote.
- 6A qualified handoff with owner mention posts to the sales Slack channel as the final output.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More CRM workflows
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Dormant Account Anniversary Re-engagement Email
Each day, finds Attio accounts whose last activity was exactly N months ago and sends each owner's contact a personalized re-engagement email from Gmail.
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.