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2 matches
ZM zapier · 2026-10-18 · life
The MCP workflow filters accounts by renewal date, assesses engagement and open cases, and records a risk review with recommended follow-up actions.
Zapier MCP Salesforce Google Sheets +1
N8 n8n · 2025-10-26 · life
The workflow combines HubSpot records, support context, and usage data from Sheets, then uses AI to assess customer health and explain recommended next steps.
n8n AI risk agent HubSpot +2