Use Cases
- Automate customer health score calculations based on activity data.
- Integrate product usage and support metrics for comprehensive customer insights.
- Notify teams about at-risk customers to enable proactive engagement.
How It Works
Triggers daily at 04:00 UTC to fetch customer data from HubSpot. Normalizes customer data for consistent processing. Retrieves product usage and support statistics via HTTP requests. Computes a base health score using defined KPIs. Utilizes AI to adjust the score and categorize customer health. Updates customer health scores in HubSpot and sends alerts to Slack.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure HubSpot and OpenAI credentials in n8n.
- 3Set up the necessary API keys for product usage and support metrics.
- 4Test the workflow to ensure data is fetched and processed correctly.
Apps Used
HubSpot
OpenAI
Slack
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management