Grow revenue from the customers you already have by spotting upsell signals automatically. This automation scans accounts for usage milestones, plan limits, and growth signs, then hands each rep a prioritized list of expansion opportunities with a suggested next step.
What's Included
- Signal scan: watch for usage growth, plan limits, and new-team activity.
- Opportunity list: surface ready-to-pitch accounts to the right owner.
- Suggested offer: attach a recommended upgrade or add-on to each account.
- AI expansion agent: ask which accounts are most likely to upgrade this quarter.
How To Use
- Clone this automation and define your upsell signals and offers.
- Connect your account data so changes fire the Triggers.
- Set the scoring and routing in the Actions step.
- Enable the toggle to start surfacing opportunities automatically.
Pair it with the DealFlow Sales CRM or browse more systems in the Community Gallery.