topic Re: renewal pipeline automation in Sales Integrations

renewal pipeline automation

Chica_Dornellas — Wed, 24 May 2023 12:01:26 GMT

Hi everyone. I am new on workflows and would highly appreciate your help with creating a workflow that will send a task, an internal email or a slack message one month before each renewal deal's close date.

Thank you!

Re: renewal pipeline automation

karstenkoehler — Wed, 24 May 2023 15:48:05 GMT

Hi @Chica_Dornellas,

This could be achieved with a simple deal-based workflow like shown below:

You would just have to add your own additional criteria to limit enrollment to renewal deals.

Best regards!

Re: renewal pipeline automation

Chica_Dornellas — Wed, 24 May 2023 16:36:13 GMT

Hi Karsten,
Thank you for your reply!
It's up and running :))
Best Regards!

Re: renewal pipeline automation

AKumarSci — Wed, 09 Aug 2023 07:43:07 GMT

@Chica_Dornellas - You can also add the ARR value in your message to the sales team. This will allow the sales team to have better visibility and prioritize accordingly.

Re: renewal pipeline automation

louischausse — Tue, 05 Mar 2024 18:44:57 GMT

We've built a Recipe to handle Renewals. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any third-party tool.

Here's a video of how it works:

Watch the video!

Renewal deals are created automatically for each closed-won deals with a known contract end date. Then, a task is generated with a reminder date XX days before that contract end date to notify the deal owner (or another user of your choice) that the renewal is coming soon.

Other settings and configurations are also available to suit your use case.

If you are interested, we can have a chat to setup this recipe on your HubSpot portal.

Learn more here