SALES
Intercom trial-upgrade intent advances Attio deal stage
Listens for trial users asking about upgrading in Intercom and automatically advances their Attio deal to a negotiation stage while notifying their account owner.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation createdIntercom
- ActionClassify upgrade intent with OpenAIOpenAI
- LogicContinue only on upgrade intent
- ActionFind company deal in AttioAttio
- ActionAdvance Attio deal stageAttio
- OutputDM the deal owner in SlackSlack
What it does
Trial accounts that ask how to upgrade, add seats, or remove limits are some of the highest-converting signals you get. This workflow catches those messages in Intercom, matches the conversation to an existing Attio deal, moves it forward in the pipeline, and alerts the account owner directly so they can offer a tailored plan.
When to use it
Use it when you run product-led trials and want self-serve upgrade interest to trigger a sales-assisted motion before the user churns or downgrades on their own.
How it works
- 1An Intercom conversation-created webhook delivers the message and contact email.
- 2An OpenAI step classifies whether the message expresses upgrade or expansion intent.
- 3A logic branch continues only on a positive classification.
- 4Attio finds the deal tied to that contact's company.
- 5Attio updates the deal stage to Negotiation and writes the upgrade quote into a field.
- 6A Slack direct message notifies the deal owner with the account, current plan, and ask.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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