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Retain and grow renewals with Zapier

Renewal management automation connects your tools and triggers workflows across renewal reminders, subscription renewal workflows, and upsell and cross-sell identification.
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3,4 millions d’entreprises nous font confiance

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Explore renewal management use cases

Renewal management automation connects your tools and triggers real-time actions across subscription renewal workflows, renewal reminders, and upsell and cross-sell identification. Build workflows that eliminate manual work and keep your entire sales stack in sync.

  • Subscription renewal workflows

    Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates

  • Renewal reminders

    Protect renewals with automated reminder scheduling, owner alerts, and follow-up tasks

  • Upsell & cross-sell identification

    Uncover expansion opportunities with automated signal tracking, account scoring, and rep alerts

  • Automate your work, your way

    Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Télécommande

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier nous aide à conclure bien plus que 50% plus d'offres que nous ne le ferions sans lui. Il s'agit d'un élément clé de notre stratégie globale et, par conséquent, de notre argumentaire de vente.

Raphael BochnerFondateur et directeur des systèmes d'information

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Transform your renewals with Zapier

Zapier helps you automate renewal management with less manual follow-up. Trigger renewal reminders, run subscription renewal workflows, and spot upsell opportunities—and that’s just the start.

Renewal reminders

Stay ahead of every renewal date

Automate reminder sequences before every renewal milestone. Trigger emails, Slack alerts, and CRM tasks from Salesforce, HubSpot, or Stripe data. Your sales team gets better renewal coverage with less chasing.

Génération et gestion de prospects

Automated renewal alerts

Send alerts from Salesforce or HubSpot when renewal dates approach, so reps act early instead of chasing accounts at the last minute.

Multi-step reminder sequences

Launch timed email, Slack, and task sequences before each subscription renewal, keeping outreach consistent without manual calendars.

Contract date tracking

Track contract end dates in your CRM and trigger reminders when terms, owners, or renewal windows change.

Create follow-up tasks

Create follow-up tasks in your CRM or project tool the moment a renewal hits a key milestone, so nothing slips through.

Escalation alerts for at-risk accounts

Flag silent or overdue accounts and alert the right rep in Slack, helping sales respond before churn risk grows.

Comment ça marche

Renewal management automation connects your tools, detects upcoming renewals and expansion signals, and triggers workflows automatically. Track renewals, account risks, and upsell opportunities in real time—without manually reviewing contracts or CRM records.

  1. Étape 1

    Connect your tools

    Integrate platforms like Salesforce, HubSpot, Stripe, CRM systems, and billing tools to centralize renewal data.

  2. Étape 2

    Define triggers

    Set conditions for upcoming renewals, payment changes, contract end dates, expansion signals, or at-risk accounts.

  3. Étape 3

    Automate & measure

    Send reminders, create tasks, update records, and continuously track renewal rate improvements automatically.

Ready to automate your entire workflow?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.