Can I filter for retention rates among different customer segments?

Yes, you can filter the report to show retention rates among different customer segments, such as by industry or account size.

Can I change the date and frequency of the report generation?

Absolutely, you can set the report to generate at a different date or frequency according to your needs.

Who finds this automation useful?

Customer success managers and team leads who need to monitor retention metrics and develop strategies to improve customer loyalty will benefit from this automation.

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HubSpot + Schedule by DryMerge

Track Quarterly HubSpot Customer Retention Rates

Ensure you’re retaining your customers effectively by generating a quarterly report on customer retention rates in HubSpot on the first day of each quarter. This is great for customer success teams focused on minimizing churn and maximizing customer loyalty.

Quarterly Event

Triggers on the first day of each quarter.

Email Report

Creates and emails a customer retention report.

See more HubSpot to Schedule by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

Generate Weekly HubSpot Customer Feedback Reports

HubSpot + Schedule by DryMerge

Evaluate Quarterly HubSpot Sales Pipeline Health

HubSpot + Schedule by DryMerge

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track quarterly HubSpot customer retention rates"

Track quarterly HubSpot customer retention rates

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Schedule by DryMerge.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Schedule by DryMerge

Schedule and automate repetitive tasks and complex processes. Set up recurring automations, define triggers, and run actions on a predefined schedule.