SALES
Alert the Renewal Owner When a Support Ticket Escalates
When a Zendesk ticket from an account in its renewal window is escalated or marked high priority, instantly notifies the renewal owner with deal context so a support fire doesn't…
How it runs
The automated pipeline, trigger to output.
- TriggerTicket escalated or marked high priorityZendesk
- ActionMatch account and read renewal contextHubSpot
- LogicContinue only if renewal within 90 days
- OutputDM renewal owner with ticket and deal stakesSlack
What it does
A single bad support experience can tank a renewal. This workflow listens for escalated or high-priority Zendesk tickets, checks whether the customer is approaching renewal, and if so pings the renewal owner with the ticket details and the deal stakes attached.
When to use it
Run this when support and sales operate in separate tools and renewal owners find out about fires too late. It connects a support escalation directly to the person whose number is on the line, in real time.
How it works
- 1A Zendesk ticket update marked escalated or high priority triggers the workflow.
- 2It matches the requester's domain to a HubSpot company and reads the renewal date and ARR.
- 3A logic step checks whether the renewal is within 90 days; if not, it stops.
- 4For in-window accounts it composes an alert with the ticket link, ARR, and renewal date.
- 5The alert is sent as a direct message to the renewal owner in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect ZendeskTickets, queues, knowledge base.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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.
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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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