1.Analyzes session for NPS signals
Integrate Darwin AI and conversation analytics tools to capture NPS score and session context to trigger risk workflows.
Update customer stage based on NPS conversation signals
Automatically detect NPS score drops across Darwin AI sessions and CRM context across Darwin AI and HubSpot. Automatically update company risk stage and create an audit trail when detractor thresholds trigger, NPS score extracted, or support sessions include risk signalsβso you can update phases, surface at-risk accounts, and report changes without manual reporting.
How this automation protects at-risk customer stages
When session analyzed reveals low NPS in support conversations, updates can lag and at-risk accounts can slip through. This automation detects NPS signals, updates company phases, and appends Google Sheets audit rowsβso your team can react with consistent context.
Darwin AIor swap with your favorite app
2.Looks up the company record
Integrate HubSpot and CRM data tools to retrieve the company phase using the session company identifier to find the right record.
HubSpotor swap with your favorite app
3.Finds deal and champion contact
Integrate HubSpot and contact lookup tools to search associated deals and retrieve a champion contact email to map follow-up context.
4.Updates company risk phase
Integrate HubSpot and customer risk property tools to update the company phase when configured criteria are met to flag at-risk accounts.
5.Appends an audit row
Integrate Google Sheets and reporting tools to add a row with company, phase, NPS score, session summary, and timestamp to support audit trails.
Google Sheetsor swap with your favorite app
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