Auto Deal Stage Updater
Move deals through your pipeline automatically based on real-world signals — emails opened, meetings held, documents signed.
Ready-made n8n template
Customer Health Score Calculator n8n Workflow
Automatically calculate and update a health score for every customer account — spot churn risk before customers leave.
How this workflow runs
triggerWeekly CalculationEvery Monday processes all accounts
actionPull SignalsUsage, tickets, NPS, payments
actionScore EngineWeighted formula → 0–100 score
aiRisk AnalysisGPT-4o-mini writes save-plan for <50
outputCSM AlertSlack alert + CRM score updated
What it does
Customer Health Score Calculator n8n Workflow overview
Automatically calculate and update a health score for every customer account — spot churn risk before customers leave. The n8n workflow connects GPT-4o-mini, Mixpanel, HubSpot through a visible sequence of 5 trigger, processing, and delivery steps. Each step can be inspected and adapted before the automation is activated.
Who it is for
A practical fit for teams with this repeatable process
This template is designed for revenue teams using HubSpot, Salesforce, spreadsheets, or connected CRMs that want a documented starting point they can run in their own n8n environment.
How it works
The workflow logic, step by step
- Weekly CalculationEvery Monday processes all accounts
- Pull SignalsUsage, tickets, NPS, payments
- Score EngineWeighted formula → 0–100 score
- Risk AnalysisGPT-4o-mini writes save-plan for <50
- CSM AlertSlack alert + CRM score updated
Connected tools
Integrations
These are the services represented in the current template. Substitute services may require different nodes, credentials, and field mappings.
- GPT-4o-mini
- Mixpanel
- HubSpot
- Slack
- n8n
What is built in
Features
- Weekly Calculation: Every Monday processes all accounts
- Pull Signals: Usage, tickets, NPS, payments
- Score Engine: Weighted formula → 0–100 score
- Risk Analysis: GPT-4o-mini writes save-plan for <50
- CSM Alert: Slack alert + CRM score updated
Before you import
Requirements
Third-party accounts, usage fees, and API access are not included with the template.
- An active n8n instance
- GPT-4o-mini account or API credentials
- Mixpanel account or API credentials
- HubSpot account or API credentials
- Slack account or API credentials
- Your own business rules, sample data, and approval criteria
What the buyer receives
A documented, editable n8n workflow package
Template package
- Importable n8n workflow JSON
- Setup documentation
- Recorded video walkthrough
- One bonus workflow
Not included
- Third-party subscriptions or API credits
- Your service credentials
- Custom field mapping unless setup is purchased
- Unsupported claims about business outcomes
FAQ
Questions about this n8n workflow
What is included with the Customer Health Score Calculator template?
You receive the importable n8n workflow JSON, setup documentation, a video walkthrough, and a bonus workflow. Credentials and paid third-party subscriptions are not included.
Can I edit the workflow after importing it?
Yes. The workflow runs in your n8n account, so you can inspect and change nodes, prompts, schedules, field mappings, and routing rules before activation.
Which integrations does this n8n workflow use?
The current template is designed around GPT-4o-mini, Mixpanel, HubSpot, Slack. Equivalent services may require node and field-mapping changes.
Is setup help available?
Yes. The template is available for self-installation, and a done-for-you setup option starts at $899. Final setup scope depends on your accounts and customization needs.
Choose your route
Get the template or request installation
Self-install the workflow for $79, or request a scoped setup from $899 on your own accounts.