Triggering customer win-back workflows for lost clients

Purpose

1. Automate re-engagement of lost customers for an electrical equipment supplier by triggering personalized win-back campaigns using multiple channels, leveraging data on past interactions and inactivity periods to maximize customer return.

2. Automates detection of clients who have not ordered within a preset window, segmenting them for targeted messaging.

3. Drives automated retention and revenue growth through outreach, discounts, and feedback collection, reducing manual marketing overhead.

Trigger Conditions

1. Automated inactivity detection when a customer has not placed an order within X days or months.

2. Automated receipt of account closure or order cancellation status.

3. Flag with automatable workflow if previous win-back was unsuccessful after X attempts.

4. Automated triggers from CRM indicating no engagement with emails or calls for a defined period.

Platform Variants

1. HubSpot

• Workflow Automator: Configure ‘Lost Customer List’ segment; trigger Deal Stage ‘Lost’ to enroll in win-back sequence.
  

2. Salesforce

• Process Builder: Automate on Account Last Order Date field; trigger Custom Email Automation.
  

3. Microsoft Power Automate

• Flow Automator: Trigger on CRM inactivity; schedule Teams or Outlook reminders.
  

4. ActiveCampaign

• Automation Builder: Configured to trigger win-back email series when last purchase is older than set threshold.
  

5. Zoho CRM

• Workflow Rule: Automate identification and email/SMS outreach to inactive customers.
  

6. Twilio

• SMS API: Configure programmable SMS; trigger personalized win-back texts to identified numbers.
  

7. SendGrid

• Marketing Campaign: Automate triggered email sends for customer return offers.
  

8. Klaviyo

• Automated Flow: Set up ‘Lost Customer’ flow based on eCommerce tracking.
  

9. Pipedrive

• Activity Automator: Trigger follow-up task, email, or call scheduling for lapsed deals.
  

10. Mailchimp

• Customer Journey Automator: Initiate ‘Win Back’ automation for customers with order gaps.
  

11. Intercom

• Automation Rules: Trigger in-app or email messages for dormant accounts.
  

12. Slack

• Workflow Builder: Automated alerts for sales team to action lost client re-engagement.
  

13. Google Sheets + Apps Script

• Automated script flags inactive clients; trigger email merge or webhook for other automations.
  

14. Shopify

• Flow App: Automates email/SMS win-backs for customers with no purchases in X days.
  

15. Monday.com

• Automation Recipes: Trigger status change or workflow for inactive clients.
  

16. Freshsales

• Workflow Automations: Sends follow-up emails to leads marked as lost.
  

17. Copper CRM

• Automated Task Creation: Schedules follow-up based on no activity detected.
  

18. Zendesk

• Triggers/Automations: Automate notification to support to re-engage customers.
  

19. Gorgias

• Rules Engine: Automate customer return requests and marketing messages.
  

20. Marketo

• Smart Campaign: Automate segmentation and win-back nurtures based on inactivity.
  

21. Keap (Infusionsoft)

• Campaign Builder: Automates timed email drip for lost contacts.
  

22. Brevo (Sendinblue)

• Automation Workflow: Triggers multi-channel messaging for lapsed customers.
  

23. Pipefy

• Automated Workflow: Creates pipeline step for win-back and assigns to sales.
  

Benefits

1. Automates timely outreach with hyper-personalization and precision segmentation.

2. Reduces manual workload, making win-back campaigns fully automatable.

3. Increases win-back conversion rates with consistent, automated touchpoints.

4. Allows marketing and sales to scale outreach efforts with automation.

5. Ensures zero lost opportunity due to forgotten follow-ups or data gaps with automated tracking.