# Automate B2B SaaS renewal risk management with CRM: n8n workflow

> Started by a clock, and works across Gmail, HubSpot, Jira, Pipedrive and five others. 30 steps, 1 branch, 1 loop or waits: large, and worth reading before...

Source: https://millionrounds.com/workflow/automate-b2b-saas-renewal-risk-management-with-crm (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Customer support](https://millionrounds.com/workflows?category=Customer+support#library)

# Automate B2B SaaS renewal risk management with CRM

Started by a clock, and works across Gmail, HubSpot, Jira, Pipedrive and five others. 30 steps, 1 branch, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-b2b-saas-renewal-risk-management-with-crm)

**30 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**1** Loop or waits

**9** Services it connects to

## The flow

Starts it 1 Logic 10 Service 19

The steps in the order they run, from what starts it.

- 1 **daily trigger** Schedule trigger *Starts it*
- 2 **Init config & thresholds** Set *Logic*
- 3 **Fetch subscriptions expiring in J+30** Postgres *Service*
- 4 **Process subscriptions in batches** Split In Batches *Logic*
- 5 **Data personalisation** No Op *Logic*
- 6 **HubSpot – Get engagement history** Hubspot *Service*
- 7 **Salesforce – Get account details** Salesforce *Service*
- 8 **Pipedrive – Get deal activities** Pipedrive *Service*
- 9 **Pipedrive – Get deal products** Pipedrive *Service*
- 10 **Analytics API – Feature usage** Http Request *Service*
- 11 **analytivcs** Http Request *Service*
- 12 **Get data related to an organization** Zendesk *Service*
- 13 **Data merge** Merge *Logic*
- 14 **Scoring API – Call** Http Request *Service*
- 15 **Engagement call** Http Request *Service*
- 16 **Normalize scoring response** Set *Logic*
- 17 **Compute churn score & level** Set *Logic*
- 18 **Route by churn risk (HIGH / MEDIUM / LOW)** Switch *Logic*
- 19 **Trello Create HIGH risk card** Trello *Service*
- 20 **Trello Create MEDIUM risk card1** Trello *Service*
- 21 **Email – LOW info** Gmail *Service*
- 22 **jira ticket** Jira *Service*
- 23 **Email – CSM/ AM MEDIUM** Gmail *Service*
- 24 **Prepare log payload** Set *Logic*
- 25 **Slack notification** Slack *Service*
- 26 **prepare daily summary** Postgres *Service*
- 27 **Email – CSM/AM HIGH** Gmail *Service*
- 28 **Build summary line** Set *Logic*
- 29 **Build daily summary** Aggregate *Logic*
- 30 **Reporting email** Gmail *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 30, with 1 branch, 1 loop or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Gmail, HubSpot, Jira, Pipedrive, Postgres, Salesforce, Slack, Trello, Zendesk
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Gmail, HubSpot, Jira, Pipedrive, Postgres, Salesforce, Slack, Trello and Zendesk accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 30 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 30 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-b2b-saas-renewal-risk-management-with-crm)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)[Jira](https://millionrounds.com/workflows?service=Jira#library)[Pipedrive](https://millionrounds.com/workflows?service=Pipedrive#library)[Postgres](https://millionrounds.com/workflows?service=Postgres#library)[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Trello](https://millionrounds.com/workflows?service=Trello#library)[Zendesk](https://millionrounds.com/workflows?service=Zendesk#library)

## Workflows like it

Also customer support, with the same services where possible, closest in size first.

- [**Answer FAQs and route Telegram users to support with Postgres** 29 steps · Postgres, Telegram](https://millionrounds.com/workflow/answer-faqs-and-route-telegram-users-to-support-with-postgre)
- [**WhatsApp to Chatwoot message forwarder with Postgres and Redis** 31 steps · Postgres, Redis](https://millionrounds.com/workflow/whatsapp-to-chatwoot-message-forwarder-with-postgres-and-red)
- [**Answer internal policy questions from Google Drive with OpenAI** 31 steps · calls a model · Google Drive, Qdrant](https://millionrounds.com/workflow/answer-internal-policy-questions-from-google-drive-with-open)
- [**Automate customer support issue resolution with OpenAI** 29 steps · calls a model · Jira, Notion](https://millionrounds.com/workflow/automate-customer-support-issue-resolution-with-openai)
- [**Automated customer support system with Gmail** 31 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automated-customer-support-system-with-gmail)
- [**Triage and resolve stale Jira tickets with OpenAI and Notion** 29 steps · calls a model · Jira, Notion](https://millionrounds.com/workflow/triage-and-resolve-stale-jira-tickets-with-openai-and-notion)