ExpansionRetention

Support escalation flag

Flags support escalations on renewal accounts before the renewal conversation starts.

Part of Renewal risk pulse

Tools

Zendesk, Salesforce, HubSpot

Outcomes

Saves started before churn • Owner told the same hour

Documentation

Instruction-ready detail below

When a renewal account opens a <in:intercom>priority ticket</in:intercom>, <slack>post</slack> the account owner, the ticket summary, and the days left on the contract.

Instruction file

When a renewal account opens a <in:intercom>priority ticket</in:intercom>, <slack>post</slack> the account owner, the ticket summary, and the days left on the contract.

Setup requirements

Tools

Zendesk, Salesforce, HubSpot

Trigger

When a renewal account opens a priority Zendesk ticket

Setup time

10 minutes

Related workflows

Expansion trigger finder

Name the accounts where usage, headcount, or a new project points at more business, and route one to the account owner with a reason attached.

Deal risk alerts

Flag a deal the moment it goes quiet, loses a stakeholder, or slips its date, while a rep can still act on it.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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