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For customer success managers, SaaS companies & account managers

Detect at-risk accounts before they churn

Every morning, WebRun cross-references HubSpot account health scores with recent Zendesk ticket data to find accounts with declining engagement, rising complaint volume, or near-expiry contracts, then posts a ranked at-risk list to your #customer-success Slack channel for your CSM team to act on.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 HubSpot read account health and contract data
2 Zendesk check recent ticket volume and sentiment
3 Slack post the ranked at-risk list
Run a sample
Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.hubspot.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    HubSpot - read account health and contract data
    hubspot.com How to Automate HubSpot
    WebRun in HubSpot: read account health and contract data
    WebRun opens HubSpot to read account health and contract data.
    • Open the Companies view and filter for accounts with a Health Score below your churn-risk threshold
    • Note accounts whose contract renewal is within 90 days
    • Flag accounts with no CSM touchpoint logged in the past 30 days

    Done when All at-risk accounts are identified by health score, renewal proximity, and CSM inactivity.

  3. 2
    Zendesk - check recent ticket volume and sentiment
    zendesk.com How to Automate Zendesk
    WebRun in Zendesk: check recent ticket volume and sentiment
    WebRun opens Zendesk to check recent ticket volume and sentiment.
    • Search for tickets from at-risk accounts in the last 30 days
    • Count open unresolved tickets and note any with Urgent priority or escalation tags
    • Flag accounts with more than 3 open tickets as 'High support load'

    Done when Each at-risk account has a support-load score added to its risk profile.

  4. 3
    Slack - post the ranked at-risk list
    slack.com How to Automate Slack
    WebRun in Slack: post the ranked at-risk list
    WebRun opens Slack to post the ranked at-risk list.
    • Post the at-risk list to #customer-success ranked by combined risk score (health + support load + renewal proximity)
    • Include: account name, ARR, key risk factor, assigned CSM, and renewal date
    • Mention the assigned CSM for accounts with the highest risk scores

    Done when The CSM team has a ranked, actionable at-risk account list in Slack.

How can I automatically detect customer accounts at risk of churning?

Every morning, WebRun cross-references HubSpot account health scores with recent Zendesk ticket data to find accounts with declining engagement, rising complaint volume, or near-expiry contracts, and posts a ranked at-risk list to your Slack #customer-success channel - so your CSM team can step in before a customer leaves.

  • At-risk accounts surfaced daily before churn signals become cancellations
  • CSMs get a ranked list - highest-risk accounts first
  • Declining engagement and rising complaint trends caught early

Built for customer success managers · SaaS companies · account managers · subscription businesses

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.hubspot.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
At-risk list · Slack
OutputWhat each run produces - A daily ranked list of at-risk accounts with their key risk signals, ARR, and renewal date - posted to Slack for CSM action.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it contact at-risk customers automatically?

No - it only surfaces the risk list. All outreach is initiated by the CSM based on the alert.

How do I set my churn-risk threshold?

Tell WebRun the Health Score cutoff (e.g. below 40) and the renewal window (e.g. 90 days) in the plan - it will apply those numbers on every run.

What if a healthy account suddenly sends a lot of angry tickets?

The Zendesk support-load check catches exactly that scenario - high ticket volume or escalated tickets add to the risk score even if the HubSpot health score is still green.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.