Detect churn risk from competitor tech adoption using PredictLeads and Gmail
Go to WorkflowDescription
Monitor customers for competitor tech adoption via PredictLeads and alert CSMs to prevent churn.
This workflow uses PredictLeads to monitor existing customers for competitor tool adoption (HubSpot, Salesforce, Zoho CRM) and renewal timing risk, then alerts Customer Success Managers so they can take proactive action before customers churn.
How it works
Schedule trigger runs weekly and loads customer domains from Google Sheets
Fetches each customer's full tech stack via PredictLeads Technology Detections API
Looks up technology details by ID in PredictLeads to identify competitor tools
Detects if customer adopted competitor tools (HubSpot, Salesforce, Zoho CRM)
Calculates days until renewal and flags high-risk accounts (competitor detected + within 90 days)
Sends churn risk alert email to the assigned CSM
Setup
Create Google Sheet with columns: company_domain, renewal_date, csm_email
Connect Gmail OAuth2 for CSM alert emails
Connect Slack OAuth2 for team notifications (optional)
Add PredictLeads API credentials (X-Api-Key and X-Api-Token headers)
Requirements
PredictLeads API account (https://docs.predictleads.com)
Google Sheets OAuth2 credentials
Gmail OAuth2 credentials
Slack OAuth2 credentials (optional)
Customization
Adjust competitor list in "Detect Competitor Usage" Code node
Modify 90-day renewal window threshold in "Calculate Renewal Risk" node
Change notification channel from Slack to another platform if needed