Marketing
ERP → HubSpot
Automated win-back and reactivation
The team realizes too late that a customer is no longer buying.
HubSpot Object
- Company
- Contact
- Lists
- Workflows
ERP data involved
- Last Order
- Purchase Frequency
- Purchased Category
- Customer Value
Business Area
Marketing
Type
Strategic
Trigger / rule
- N days since last order
- Frequency drop versus historical behaviour
Business Benefits
Churn rarely announces itself: it shows up as an order that never came. By reading last order date, purchase frequency and customer value from the ERP, HubSpot spots the drop while it is still reversible and triggers the right recovery campaign automatically. Retention becomes a continuous process instead of a quarterly emergency, and hard-won accounts stop disappearing in silence. Nothing slips away unnoticed.
