SALES
Trigger a Renewal Save Play When a Deal Slips to At-Risk
When a renewal deal is moved to an at-risk stage in HubSpot, an agent assembles the full account context, drafts a tailored save play.
How it runs
The automated pipeline, trigger to output.
- TriggerDeal moves to at-risk renewal stageHubSpot
- ActionRead account usage and renewal termsHubSpot
- ActionPull recent support tickets for frictionZendesk
- ActionDraft sequenced, account-specific save play
- ActionFile save play as a taskClickUp
- OutputNotify account ownerSlack
What it does
The moment a rep flags a renewal as at-risk, this workflow responds with a concrete plan instead of leaving them to figure it out alone. An agent reads the account's usage, recent support history, and notes, then drafts a tailored save play: the likely root cause, the right stakeholder to reach, and a sequenced set of next steps.
When to use it
Run this when at-risk renewals stall because nobody has a repeatable playbook. It turns a stage change into an immediate, account-specific action plan that the owner can run the same day.
How it works
- 1A HubSpot deal moving into the at-risk renewal stage triggers the workflow.
- 2The agent reads the company's usage history, renewal terms, and recent activity.
- 3It pulls the account's recent Zendesk tickets to understand friction.
- 4The agent reasons over the signals and drafts a sequenced save play with owner, steps, and timing.
- 5It files the play as a task in ClickUp and notifies the owner in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ZendeskTickets, queues, knowledge base.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 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.
More Sales workflows
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
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.