1.Catches renewal webhook
Integrate Webhooks by Zapier to receive renewal webhook payload and map it to source fields for outreach.
Send renewal notice and update deal stage for customers
Automatically catch renewal webhook data across Webhooks by Zapier, Zapier Tables, Formatter by Zapier, Gmail, HubSpot, Lark, and Human in the Loop. Create and update when renewal webhook arrives, broker approval clicks, or broker timeout firesβso you can send customer outreach, advance deal stages, and notify sales without manual follow-up.
How this automation speeds up renewal outreach
When renewal outreach data arrives without fast review, delays can stall renewal conversations. This automation catches renewal webhooks, composes broker approval messages, sends customer emails, updates the CRM, and informs the sales channelβso your team can keep renewals on pace.
Webhooks by Zapieror swap with your favorite app
2.Finds broker and product records
Integrate Zapier Tables to look up broker and product records so the message can include the right metadata.
Zapier Tablesor swap with your favorite app
3.Composes renewal message
Integrate Formatter by Zapier to format the subject and HTML body from mapped fields and product details.
Formatter by Zapieror swap with your favorite app
4.Requests broker approval
Integrate Human in the Loop to send the composed email for review with approval buttons and a timeout window.
Human in the Loopor swap with your favorite app
5.Sends renewal email
Integrate Gmail to send the final HTML email to the customer contact after approval or timeout.
Gmailor swap with your favorite app
6.Updates deal stage
Integrate HubSpot to update the CRM deal stage and attach the outgoing thread id after sending.
HubSpotor swap with your favorite app
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Retain more policies with automated renewal reminders, document collection, and CRM updates
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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