CRM
Login-Gap Webhook Drafts a Re-Engagement Touch
A usage webhook fires when a key contact at a renewing account goes inactive past a threshold; the workflow confirms the renewal window in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerLogin-gap webhook receivedHTTP webhook
- LogicLook up account and check days-to-renewal in SalesforceSalesforce
- LogicFilter out accounts outside the renewal window
- LogicDraft tailored re-engagement email
- ActionLog inactivity event on Salesforce contactSalesforce
- OutputQueue assigned draft in Front for account ownerFront
What it does
This workflow reacts the moment a champion stops logging in. A login-gap webhook from your product triggers a check for whether that account is approaching renewal, and if so it prepares a friendly, low-pressure re-engagement email for the account owner to send.
When to use it
Use it when champion inactivity is your earliest and most reliable churn predictor and you want outreach drafted in near-real-time rather than on a batch cadence. Best when account email is managed in Front.
How it works
- 1Your product sends an HTTP webhook when a key contact crosses the inactivity threshold.
- 2A logic step looks up the contact's account in Salesforce and checks days-to-renewal.
- 3Accounts outside the renewal window are filtered out so only relevant gaps proceed.
- 4A draft step composes a brief re-engagement email tailored to the contact and their last-used feature.
- 5The inactivity event is logged on the Salesforce contact.
- 6The draft is queued in Front, assigned to the account owner for a quick send.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect FrontShared inbox, conversations.
- 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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