Automate follow-ups and never miss a sales opportunity when a subscription ends.
A subscription ending is one of the highest-intent moments in the customer lifecycle. The customer has just experienced the product, they have a recent opinion of it, and they have three days of cooling off behind them. This is exactly when a well-timed personal outreach is most likely to convert. This use case catches that window automatically. Three days after a subscription ends without renewal, the system creates a deal in the win-back pipeline, assigns a sales agent, and schedules a follow-up call for the same day. If the contact already has an assigned agent, that agent gets the task. If not, the contact is distributed evenly across the sales team. Every lapsed subscription becomes a structured sales opportunity without anyone having to check manually.
A customer's subscription ended three days ago. They did not renew. Today, the automation checks its daily list: is the subscription inactive, and did it end exactly three days ago? Yes on both counts. The flow starts. The system checks whether a sales agent is already assigned to this contact. If they are, that agent gets a new deal and a same-day call task. If no agent is assigned, the contact goes through a fair distribution split across the team, each agent getting roughly equal share of lapsed contacts. Once the agent is determined, a deal is opened in the Reactivation pipeline and a call activity is created with a short note: the subscription ended on this date, reach out, and check that the subscription is still inactive before calling. The agent opens their task queue in the morning, sees the contact, reads the context, and picks up the phone with a full picture. The whole setup runs without anyone having to identify or manually route a single lapsed account.
Detect contacts with recently ended subscriptions: The system runs a daily check. If Subscription active = FALSE and Subscription date end was exactly 3 days ago, the workflow triggers. The 3-day delay gives the contact a brief cooling-off period before sales outreach begins.
Agent assignment and deal creation: If the contact already has an assigned agent, that agent handles the deal. If not, the contact is distributed evenly across the sales team using an A/B split, with each agent receiving approximately 25 percent of unassigned contacts. A new deal is then created in the Reactivation or Win-back pipeline.
Follow-up activity creation: An immediate follow-up call activity is scheduled for the same day and attached to the deal, the agent, and the contact. The activity includes a context note for the agent: when the subscription ended, what action to take, and a reminder to verify that Subscription active is still FALSE before calling.
Implementing use case automation involves several key steps and tools. Here's comprehensive ressources to get you started:
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Contact attribute is a named data field that describes a specific property of a contact stored on its profile and used for segmentation, personalization, reporting, and automation.
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