Identify & Flag At-Risk Accounts with Contact Health Signals

The problem: In many HubSpot portals, an account might look healthy on the surface, but underneath, there’s a hidden risk: The company only has one associated contact. That contact’s email has hard bounced, unsubscribed, or is otherwise unreachable. In reality, this means the relationship is fragile. If that one contact disappears, the account (or deal) is suddenly at risk - and sales or success teams are often unaware this has happened, especially when the signal comes from marketing emails.

The idea

Use lists + workflows to automatically flag at-risk accounts and alert sales when contact health puts a company or deal in danger.

This creates an early warning system so teams can rebuild relationships before a deal stalls or an account goes dark.

Step 1: Build a “At-Risk Account” list

Create an active list (or segment) based on company and contact associations, for example:

Because this is a list, you can:

> You might decide later that:

Step 2: Trigger a workflow from the list

Use this list as the enrolment trigger for a workflow.

When a company is flagged as at risk:

Automatically create a note on the company record explaining:
- Why the account is flagged
- That the only contact has bounced or unsubscribed
- That the relationship needs rebuilding

This gives instant context to anyone viewing the record.

Step 3: Escalate if there’s an open deal or if this is a customer account

Add a branch in the workflow:

If the company has an open deal:

Create a task for the deal owner
Task message example:

This deal is at risk. The only associated contact has bounced or unsubscribed. Please review and build relationships with additional contacts at the company.

This ensures the risk is:

Optional enhancements

You can extend this hack further by:

Why this works

This approach:

It’s a simple, scalable way to ring the alarm bell when an account becomes volatile - before it’s too late.

By Carl Griffiths