Annual contract renewal and offer notifications

Purpose

1.1. Streamline and automate annual contract renewal notifications and promotional offers for wholesale aluminum customers.
1.2. Reduce manual CRM workload by proactively alerting account managers and clients about upcoming renewals.
1.3. Ensure no lapses in contract periods, maximizing customer retention and upsell opportunities.
1.4. Enhance customer experience through timely, personalized communication and tailored renewal offers.
1.5. Aggregate response tracking and escalation if no customer action within specified thresholds.

Trigger Conditions

2.1. Contract renewal date approaching within configurable lead time (e.g., 60, 30, or 7 days).
2.2. New promotional offer assigned to account or customer segment.
2.3. Customer action status updates (e.g., renewal accepted, declined, or ignored).
2.4. Contract expiring without response triggers escalation.
2.5. Integration event: update in CRM, ERP, or contract management database.

Platform Variants

3.1. Salesforce
• Feature: Process Builder or Flow Builder – automate renewal email/workflow on "contract end date" field.
• API: /services/data/vXX.X/sobjects/Contract

3.2. Microsoft Dynamics 365
• Feature: Power Automate "Schedule flow" for contract entity reminders.
• API: /api/data/v9.0/contracts

3.3. HubSpot
• Feature: Workflow automation – "Contract expiration" trigger with email/SMS action.
• API: /crm/v3/objects/contacts

3.4. Zoho CRM
• Feature: Blueprint "Contract Renewal" State automation.
• API: /crm/v2/Contracts

3.5. Pipedrive
• Feature: Deal stage automation for renewable contract deals.
• API: /v1/deals

3.6. Freshsales
• Feature: Workflow automation for contract module notifications.
• API: /crm/sales/api/contracts

3.7. SAP Sales Cloud
• Feature: Workflow Rule for contract anniversary trigger.
• API: /sap/c4c/odata/v1/c4codataapi/ContractCollection

3.8. Oracle CX Sales
• Feature: BI Publisher Scheduled Alert for contract review.
• API: /crmRestApi/resources/latest/contracts

3.9. SugarCRM
• Feature: Advanced Workflow with contract entity trigger.
• API: /rest/v11_1/Contracts

3.10. Twilio SMS
• Feature: Programmable Messaging to send contract renewal reminders via SMS.
• API: /2010-04-01/Accounts/{AccountSid}/Messages.json

3.11. SendGrid
• Feature: Dynamic Templates for personalized contract renewal emails.
• API: /v3/mail/send

3.12. Mailchimp
• Feature: Triggered Email Campaign for renewals based on data import.
• API: /3.0/automations

3.13. ActiveCampaign
• Feature: Automation Recipe – "Date based trigger."
• API: /api/3/contactAutomations

3.14. Gmail API
• Feature: Draft and send contract renewal reminders directly.
• API: /gmail/v1/users/{userId}/messages/send

3.15. Slack
• Feature: Incoming Webhook to alert account managers of pending renewals.
• API: /api/chat.postMessage

3.16. Microsoft Teams
• Feature: Scheduled Flow alert to channel for contract status.
• API: /beta/teams/{team-id}/channels/{channel-id}/messages

3.17. DocuSign
• Feature: Envelope creation on renewal, auto-sending contract for e-signature.
• API: /v2.1/accounts/{accountId}/envelopes

3.18. PandaDoc
• Feature: Workflow automation for renewal contract document generation.
• API: /public/v1/documents

3.19. Google Calendar
• Feature: Add contract renewal events to sales team calendar.
• API: /calendar/v3/calendars/{calendarId}/events

3.20. Asana
• Feature: Task automation for contract follow-up assignments.
• API: /api/1.0/tasks

3.21. Monday.com
• Feature: Automation recipe – "When a date arrives, notify someone."
• API: /v2 for board item updates

3.22. Notion
• Feature: Database reminder for contract renewal schedule.
• API: /v1/pages for updating contract renewal items

3.23. Intercom
• Feature: Advanced messaging trigger for contract dates.
• API: /conversations for sending messages

3.24. Outreach.io
• Feature: Sequence automation for renewal touchpoints.
• API: /v2/sequences

3.25. Zendesk
• Feature: Trigger workflow to create support ticket for expiring contract.
• API: /api/v2/tickets

Benefits

4.1. Guaranteed timely outreach for all contract renewals and offer promotions.
4.2. Minimizes risk of accidental contract lapses and lost customers.
4.3. Scalable to thousands of accounts, reducing manual CRM labor.
4.4. Centralizes response tracking and escalation management.
4.5. Empowers sales teams with proactive, automated follow-ups.
4.6. Provides measurable data on customer engagement with renewal and offer communications.