1.Triggers daily renewal check
Integrate Schedule by Zapier and automation scheduling tools to trigger daily checks for expiring subscriptions.
Create upgrade ticket for subscriptions expiring in 90 days
Automatically monitors subscriptions renewing about 90 days out across SQL Server and HubSpot. Create and assign upgrade tickets when renewal matches your criteria—so account owners act fast without manual follow-up paperwork.
How this automation prioritizes your upgrade tickets
When subscriptions renewing around the 90 day mark are missed, upgrade opportunities slip and customer value drops. This automation runs a renewal query and creates HubSpot upgrade tickets with the right owner and subscription details—so your team can act before churn signals grow.
Schedule by Zapieror swap with your favorite app
2.Runs renewal discovery query
Integrate SQL Server and analytics tools to run a custom query and return qualifying subscription customer ID groups.
SQL Serveror swap with your favorite app
3.Stops when query is empty
Integrate Filter by Zapier and workflow rules to continue only when the query returns results to reduce noise.
Filter by Zapieror swap with your favorite app
4.Iterates customer IDs
Integrate Looping by Zapier and data iterators to split the customer ID list and process one customer per loop.
Looping by Zapieror swap with your favorite app
5.Finds subscription record
Integrate MySQL and subscription data stores to find the matching subscription and map renewal fields for ticket use.
MySQLor swap with your favorite app
6.Creates and assigns upgrade ticket
Integrate HubSpot and CRM ticketing to create an upgrade ticket and assign it to the configured account owner.
HubSpotor swap with your favorite app
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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