Automate B2B SaaS renewal risk management with CRM, support & usage data
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 30 nodes and runs on a schedule (every day at 08:00). Along the way it connects Zendesk, Postgres, HubSpot and Salesforce and 5 more.
How it runs
Trigger: On a schedule (every day at 08:00).
- Init config & thresholds (Edit Fields (Set)): sets 3 fields: days_before_renewal, churn_threshold_high, churn_threshold_medium
- Fetch subscriptions expiring in J+ (Postgres): run a query
- Process subscriptions in batches (Loop Over Items (Split in Batches)): loops over the items in batches
- HubSpot: get many (engagement)
- Salesforce: get many (account)
- Pipedrive: work with deal activity
- Pipedrive: get many (deal product)
- Analytics API – Feature usage (HTTP Request): calls an HTTP API
- analytivcs (HTTP Request): calls an HTTP API
- Get data related to an organization (Zendesk): get related data (organization)
…plus 18 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (17)
- HTTP Request
n8n-nodes-base.httpRequest - Zendesk
n8n-nodes-base.zendesk - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Postgres
n8n-nodes-base.postgres - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - HubSpot
n8n-nodes-base.hubspot - Salesforce
n8n-nodes-base.salesforce - Pipedrive
n8n-nodes-base.pipedrive - Switch
n8n-nodes-base.switch - Aggregate
n8n-nodes-base.aggregate - Gmail
n8n-nodes-base.gmail - Jira Software
n8n-nodes-base.jira - Slack
n8n-nodes-base.slack - No Operation, do nothing
n8n-nodes-base.noOp - Trello
n8n-nodes-base.trello - Merge
n8n-nodes-base.merge
From the author
Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes…