Renewal & Upsell Opportunity Finder7 nodes
Renewal & Upsell Opportunity Finder
Scan customer accounts on a schedule for renewal and upsell signals, then alert the account team about the best opportunities.
Workflow at a glance
The full canvas, before you import it
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#Sales#Renewals#Upsell#Expansion#Google Sheets#Slack
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7 nodes · Free & source-available
Renewal & Upsell Opportunity Finder
Grow revenue from the customers you already have. This template scans an accounts sheet on a schedule, flags renewal windows and upsell signals like high usage or plan limits, and routes the best opportunities to your account team.
What this workflow does
- opportunitySchedule runs weekly
- readAccounts reads accounts with plan, usage, and renewal columns
- findOpportunities flags renewals due soon and upsell signals with a recommended play
- opportunityCheck branches when the output includes UPSELL_OPPORTUNITY
- notifyAccountTeam posts the opportunity list to Slack
- Outputs preserve the full opportunity brief
Use cases
- Catching renewals before they lapse
- Spotting usage-based upsell and cross-sell signals
- Giving CSMs and AEs a weekly expansion list
Setup
Use a sheet with columns such as account, plan, monthlyUsage, planLimit, renewalDate, and healthScore. Connect Google Sheets and Slack credentials. Tune the signal thresholds in the system prompt of findOpportunities.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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