Contract renewal reminders: an email to the client, a task for the rep

The scenario watches contract end dates and, at 90, 60 and 30 days out, emails the client, pings the account manager and creates a follow-up task.

  • Three waves of reminders — the client will not forget to renew
  • The emails escalate in tone, from gentle to insistent
  • The rep gets a ping and a task, not just a copy of the email
  • Dates are tracked for you, with no spreadsheet review
HubSpot
Set it upScriptera

How it works

To get Gmail notifications in botHelp, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Schedule Trigger
  2. Then: Get all deals
  3. Then: Filter Deals
  4. Check: Loop Over Deals
  5. Then: Fetch Associated Contact With Deal
  6. Then: Get Contact Details
  7. Check: Switch
  8. If yes: 30 day mail
  9. Check: Merge
  10. Then: Nofity Account Manager
  11. Then: Create Follow-up Task
  12. If no: 60 day mail
  13. If no: 90 day mail

You can launch this Gmail + botHelp integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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