Customer Health Alerts
Score the customers that renew soon and catch the ones drifting away before they renew.
What installing it brings
- 1 workflow40 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Score the customers that renew soon and catch the ones drifting away before they renew. The app reads the open renewal deals of your HubSpot (the pipeline you name, closing within 30 to 180 days), the support tickets and satisfaction ratings of your Zendesk, and the usage you paste as a CSV (logins and seats per account). Each account gets a health score out of 100 from transparent rules, no AI: last contact, a close renewal whose deal is not advanced, urgent tickets, open tickets, bad ratings, logins and seats, and every point is shown. It flags the accounts that dropped since the last check or are at risk, writes two lines for each (what changed and a next step, from the computed signals only), and prepares one digest with a section per account manager: post it to a Slack channel, or keep it as a draft. Each flagged account is a card on your Health board (At risk, Watch, Handled, Healthy) until you handle it. Settings: renewal window, drop size, thresholds, contact gap, pipeline and renewal date property, language, preview only. Needs HubSpot (read access to deals and companies); Zendesk, the usage CSV and Slack are optional. Nothing is changed in HubSpot or Zendesk.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 40 steps, 1 screen.
Published by
livecontext
@livecontext