Customer Spending

[JTeagle]

We recently integrated our HubSpot with our App admin system via API which allows us to see customer spend and revenue data in HubSpot which is really useful for our sales team! What we are looking to set up now is a triggered task/notification/report that sends when a customer down trades - i.e. we track revenue week on week and when a customer spends less in one week than they did the week before, the sales team are notified.

Does anyone know if this kind of trigger would be available in HubSpot or if it would require an external tool? 

[KhushbooRevOps · Accepted solution]

Hi @JTeagle,

It's great that you’ve integrated customer spend and revenue data into HubSpot. Setting up a notification for when a customer down trades can be done with HubSpot workflows, though it may require some configuration. Here’s a step-by-step on how you can set this up:

Set up two properties on the Company or Contact level, such as "Current Week Spend" and "Previous Week Spend." These will store spend data for each week.

Use HubSpot workflows to transfer the "Current Week Spend" to "Previous Week Spend" at the start of each new week.

Update "Current Week Spend" with the latest data from your API integration. This ensures you’re always working with up-to-date spend information.

In the workflow, add a conditional “if/then” branch to compare "Current Week Spend" against "Previous Week Spend."

If "Current Week Spend" is less than "Previous Week Spend," the workflow can trigger a task or notification for the sales team. You can choose to send this as an email notification or assign a follow-up task to the relevant sales owner.

To keep a regular view of customers with decreasing spend, create a custom report. This report can list all customers flagged by the workflow, showing trends in spending over time.

Note: HubSpot workflows can manage this setup for moderate data tracking. However, if you need more complex calculations or manage a high volume of data, you might consider a data tool like Databox or a BI platform integrated with HubSpot for advanced reporting.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

[KhushbooRevOps · Accepted solution]

Hi @JTeagle,

It's great that you’ve integrated customer spend and revenue data into HubSpot. Setting up a notification for when a customer down trades can be done with HubSpot workflows, though it may require some configuration. Here’s a step-by-step on how you can set this up:

Set up two properties on the Company or Contact level, such as "Current Week Spend" and "Previous Week Spend." These will store spend data for each week.

Use HubSpot workflows to transfer the "Current Week Spend" to "Previous Week Spend" at the start of each new week.

Update "Current Week Spend" with the latest data from your API integration. This ensures you’re always working with up-to-date spend information.

In the workflow, add a conditional “if/then” branch to compare "Current Week Spend" against "Previous Week Spend."

If "Current Week Spend" is less than "Previous Week Spend," the workflow can trigger a task or notification for the sales team. You can choose to send this as an email notification or assign a follow-up task to the relevant sales owner.

To keep a regular view of customers with decreasing spend, create a custom report. This report can list all customers flagged by the workflow, showing trends in spending over time.

Note: HubSpot workflows can manage this setup for moderate data tracking. However, if you need more complex calculations or manage a high volume of data, you might consider a data tool like Databox or a BI platform integrated with HubSpot for advanced reporting.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

[PamCotton]

Hey @JTeagle, Happy Monday!

You can set up a workflow in HubSpot to notify the sales team when there’s a drop in customer spending by creating a custom property, like “Previous Week’s Revenue,” and using your API integration to update it weekly. This allows HubSpot workflows to compare current and previous week's data and trigger notifications. 

To our top experts, @TomM2 and @Lucila-Andimol any recommendations for @JTeagle?

Thank you,

Pam

[TomM2 · Accepted solution]

Thanks for the tag @PamCotton That would have been my suggestion too! 

@JTeagle I would have a custom property for "value last week" along with your main "value" property. Your integration should populate both ideally, if you can't do that you could just set a time based workflow to copy the value of your main value property into "last weeks value" property at the end of each week. 

For auto enrolling I'm not entirely sure of the enrollment criteria, you'd likely need operations hub to check two properties against each other. 

[JTeagle]

Thank you! We will give this a try.