Churn Prediction System

This workflow template allows you to identify accounts with low product activity and no set renewal date on a weekly basis. It retrieves key information such as the account owner, account NPS, ARR, plan name, and customer start date. By sending a Slack message to a designated Churn alerts channel and tagging the account owner, you can proactively address potential churn risks and take appropriate actions to retain valuable customers. Stay on top of customer engagement and retention with this automated churn monitoring solution.

Salesforce

Slack

Notifications

How this template works

Retool allows you to bring your data to life to make powerful internal tools with both pre-made and custom components.

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Click 'Try this in Retool' to import this workflow and create an organization.
Edit your generated workflow by designating a trigger, querying against databases or APIs, and visualizing logic paths directly on the canvas.
Extend your automations even further by shaping your data with JavaScript or Python, executing conditional logic, and setting up custom error handling for full visibility into running jobs.

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Send Slack Message When a Lead Converts in Salesforce

Get real-time Slack notifications when a lead is converted in Salesforce. Stay in the loop and quickly respond to important lead conversions, ensuring effective sales tracking and streamlined communication across your team.

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Send Slack Message For New Salesforce Cases

Receive instant Slack notifications whenever new cases are created in Salesforce using this workflow template. Stay informed about important updates and take immediate action to ensure efficient case management and seamless customer support.

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Add new leads from Google Sheets to Salesforce

Sync Google Sheets leads to Salesforce for streamlined lead generation. Automate data transfer, eliminate manual entry, and expedite conversion of prospects into customers. Boost sales efficiency by seamlessly integrating these two powerful platforms.

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Send new Salesforce opportunities to Slack

Stay informed about new Salesforce opportunities in real-time with this powerful workflow template. It automatically sends notifications to Slack whenever a new opportunity is created in Salesforce, allowing your team to stay updated and take immediate action. Streamline your sales processes, enhance collaboration, and seize new business opportunities with ease.

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Sync Linear Issues with Trello Cards

Effortlessly synchronize your Linear issues with Trello cards, streamlining your project management workflow. Keep track of tasks and progress in both platforms, ensuring seamless collaboration and visibility across teams. Stay organized and efficient by integrating Linear and Trello for enhanced project management capabilities.

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Ecommerce Dashboard

This ecommerce dashboard is a tool that allows you to manage and analyze ecommerce data, with each row representing a unique object or item.

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Field Sales App

In a competitive sales environment, having access to real-time customer data and insights can mean the difference between closing a deal and losing a potential client. Retool Mobile's Field Sales apps can empower your teams to access and manage customer data, update your CRM, and close deals while on the move. Key features include real-time access to customer data, writes back to your CRM, and customizable sales workflows.

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Performance Appraisal Dashboard

This app is a performance appraisal dashboard that allows you to analyze and manage data related to employee performance evaluations.

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Business Intelligence Dashboard

This business intelligence dashboard helps to visualize and analyze complex data to make informed business decisions. With customizable charts and graphs, you can easily track progress of things like sales, revenue, marketing analytics, and more.

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Order Management System

This customizable and user-friendly order management system template lets you track inventory and manage all of your customer orders. Stay organized, reduce errors, and boost customer satisfaction with a 360 degree view of your product catalog and order history.

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Data Visualization Dashboard

This data visualization dashboard allows you to create customizable visualizations and dashboards from your dataset, making it easy to analyze and understand complex data. Creating a dashboard for data visualization is as easy as connecting your data, and choosing the correct components to create a template for your dashboard.

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“
Retool lets our engineers move significantly faster and focus on customer-facing features. We build lots of tools for both support and success in Retool, all of which are used daily. It's one of my favorite pieces of software!

Ismail Ceylan

Co-founder, Software Engineer at Zeplin

“
Using Retool, we've built internal tools for our retail and merchandising teams quickly, while maintaining our speed on feature development for our shoppers.

Eddy Kim

Engineering Manager at Verishop

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MongoDB

Redis

APIs

Google Sheets

PostgreSQL

Slack

Frequently Asked Questions

Retool is a development platform that allows developers to quickly build custom internal tools and dashboards for their businesses. Retool offers a drag-and-drop interface and pre-built components, making it easy to create applications while writing little code.

Retool is used by a variety of businesses, from small startups to large enterprises, across industries such as healthcare, finance, and e-commerce. Retool is particularly useful for businesses that rely heavily on internal tools and dashboards to run their operations, as it allows for the creation of custom applications tailored to their specific needs.

Retool supports a wide range of databases, including MySQL, PostgreSQL, Microsoft SQL Server, Amazon Redshift, and Google BigQuery. Retool also offers integrations with popular APIs and services such as Stripe, Twilio, and Slack, making it easy to incorporate data from these sources into Retool applications. Here is a list of all our different integrations.

Supercharge your business today.

Start building an internal tool or customer portal in under 10 minutes.

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Churn Prediction System

How this template works

Explore more Salesforce templates

Send Slack Message When a Lead Converts in Salesforce

Send Slack Message For New Salesforce Cases

Explore more Slack templates

Add new leads from Google Sheets to Salesforce

Send new Salesforce opportunities to Slack

Explore other templates

Sync Linear Issues with Trello Cards

Ecommerce Dashboard

Field Sales App

Performance Appraisal Dashboard

Business Intelligence Dashboard

Order Management System

Data Visualization Dashboard

Customers using Retool like this

“
Retool lets our engineers move significantly faster and focus on customer-facing features. We build lots of tools for both support and success in Retool, all of which are used daily. It's one of my favorite pieces of software!

“
Using Retool, we've built internal tools for our retail and merchandising teams quickly, while maintaining our speed on feature development for our shoppers.

More data sources you can power a Salesforce with

Databases

APIs

Frequently Asked Questions

What is Retool?

Who uses Retool?

What databases does Retool support?

Supercharge your business today.

Churn Prediction System

How this template works

Explore more Salesforce templates

Send Slack Message When a Lead Converts in Salesforce

Send Slack Message For New Salesforce Cases

Explore more Slack templates

Add new leads from Google Sheets to Salesforce

Send new Salesforce opportunities to Slack

Explore other templates

Sync Linear Issues with Trello Cards

Ecommerce Dashboard

Field Sales App

Performance Appraisal Dashboard

GDPR Consent Management

Business Intelligence Dashboard

Order Management System

Data Visualization Dashboard

Customers using Retool like this

“Retool lets our engineers move significantly faster and focus on customer-facing features. We build lots of tools for both support and success in Retool, all of which are used daily. It's one of my favorite pieces of software!

“Using Retool, we've built internal tools for our retail and merchandising teams quickly, while maintaining our speed on feature development for our shoppers.

More data sources you can power a Salesforce with

Databases

APIs

Frequently Asked Questions

What is Retool?

Who uses Retool?

What databases does Retool support?

Supercharge your business today.

“
Retool lets our engineers move significantly faster and focus on customer-facing features. We build lots of tools for both support and success in Retool, all of which are used daily. It's one of my favorite pieces of software!

“
Using Retool, we've built internal tools for our retail and merchandising teams quickly, while maintaining our speed on feature development for our shoppers.