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
Click any node to see its config.
#Sales#Renewals#Upsell#Expansion#Google Sheets#Slack
Click a node to select it — same as the Heym editor; the panel shows its settings.
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.
More workflow templates
Discover more automations
- Sales & CRMCold Email AI OutreachRead leads from Google Sheets, craft a personalised cold email per row with an LLM, and send each one automatically.
- Sales & CRMAI Lead Qualification AgentSubmit lead details — an LLM scores the fit 1–10, routes hot leads to Slack, and logs cold leads separately.
- Sales & CRMCRM Contact Sync to DataTablePull contacts from your CRM on a daily schedule, normalise field names to a standard schema, and upsert each record into a Heym DataTable for downstream sales and ops workflows.
- Sales & CRMHyper-Personalized LinkedIn Sales OutreachRead leads with LinkedIn job-change signals from Google Sheets, enrich via Apollo, personalise emails with AI, and send automatically.
- Sales & CRMSales Pipeline Risk Slack StandupScan a pipeline sheet every morning, flag stalled or high-risk deals, and send a standup brief to Slack.
- Sales & CRMSpeed-to-Lead Auto-ResponderReply to every inbound lead within seconds with a personalized email, score the fit, and push hot leads to your sales channel.
- Sales & CRMAccount ICP Scoring & RoutingScore new accounts against your ideal customer profile on a schedule and route strong-fit accounts to the sales team in Slack.
- Sales & CRMAI Sales Proposal GeneratorTurn a short post-call form into a structured, customer-ready proposal draft and email it to the rep for review.
- Sales & CRMSales Call Notes to CRMPaste a sales call transcript and get a structured summary, action items, and next steps posted to your sales channel.
- Sales & CRMERP CRM Account Reconciliation AgentCompare ERP customers against CRM accounts, detect mismatched ownership or billing fields, and open a governed RevOps review queue.
- Sales & CRMRevOps Enrichment Waterfall AgentUse HubSpot MCP and Brave Search MCP to enrich accounts, resolve duplicate records, and route only high-confidence updates.
- Sales & CRMCatalog-Grounded Ecommerce Product Recommendation AgentLet an Agent search your live product DataTable and recommend only in-stock SKUs that satisfy the shopper budget and exclusions.