Outcome. An expansion deal is created automatically the moment an account crosses a usage or seat threshold, so the account manager has a starting point for the upgrade conversation instead of finding out from a churn-adjacent support ticket.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Company: Customer, Usage Percent Of Limit >= 80%, no upsell deal yet] --> B[Set Upsell Deal Created = true]
B --> C[Create expansion deal, associate to company]
C --> D[Create task: start upgrade conversation]
D --> E[Notify owner]
When to use it / when not to
- Use it when usage or seat consumption is already synced into a HubSpot property from the product, and expansion conversations currently start too late.
- Use it for accounts with a plan limit that has commercial meaning (seats, API calls, storage, contacts) where crossing a threshold is a real buying signal.
- Do not use it if usage data is not synced into HubSpot at all. This workflow reacts to a property; it has no way to pull usage from an external system on its own.
- Do not use it on accounts already flagged high churn risk (see renewal-expansion-004) without a check; a usage spike on an unhappy account can mean something different from a usage spike on a healthy one.
