CRM
Intercom Sentiment Swing to HubSpot Deal-Risk Flag
When an Intercom account's tone degrades across sessions, scores the swing with OpenAI, finds the open HubSpot deal, lowers its health to at-risk.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation closedIntercom
- ActionScore session swing with OpenAIOpenAI
- LogicProceed only on meaningful degradation
- ActionMatch company and find open deal in HubSpotHubSpot
- ActionSet deal health to at-risk with evidence noteHubSpot
- OutputAssign save-play task to deal owner in HubSpotHubSpot
What it does
It connects support tone to revenue. On a closed conversation it measures the account's session-over-session sentiment swing, and if tone degraded it flags the open HubSpot deal as at-risk and assigns the deal owner a save-play task with the evidence.
When to use it
Use this when expansion or renewal pipeline lives in HubSpot and you want support sentiment to move deal health automatically, so reps see at-risk renewals without watching the support inbox.
How it works
- 1An Intercom conversation closes and triggers the flow.
- 2OpenAI scores the session and compares it to the account's prior tone.
- 3A branch proceeds only when the swing is a meaningful degradation.
- 4The flow matches the Intercom company to its HubSpot company and finds the open deal.
- 5It updates the deal's health property to at-risk and stamps the tone evidence on a note.
- 6A save-play task is created for the deal owner with quotes and a recommended renewal motion.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 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.
Run this workflow in your colony.
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