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MCK9
Member

Automatically moving deals through pipeline based on renewal date?

SOLVE

Hi there,

 

We use HubSpot for our sales pipeline, and have a workflow in place to create a new deal in our CS/Renewal pipeline when a deal closes. We would like to be tracking how far the customer is from their renewal date. We created a custom field for Contract Renewal Date, and have built a pipeline with stages based on how far the renewal date is from now. 

 

Where we are getting stuck is creating a workflow to automatically move the deals through the pipeline based on the renewal date (ie. when it gets to being 90 days away from renewal date, move to stage Renewal in Next 3 Months). 

 

Is this possible to do, or does anyone have their similarly setup? Open to all ideas and feedback for making your renewal pipeline efficient and keeping you on track for what is upcoming.


Thanks!

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Automatically moving deals through pipeline based on renewal date?

SOLVE

Hi @MCK9,

 

Here's a scenario that might work for you:

  • Enrollment criteria is: Renewal Date is Less than 90 Days from Now
  • Set Property Value is: Pipeline Name and Stage is Renewal in Next 3 Months

Deal-Enrollment.jpg

  You can assign tasks or notify reps based on this as well.

 

I hope this helps!!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

3 Replies 3
DAnaGuiloff
Contributor | Partner
Contributor | Partner

Automatically moving deals through pipeline based on renewal date?

SOLVE

Hi @MCK9

@Josh's answer is spot on (and the most efficient way for sure!) if you are using Sales Hub Pro or Enterprise added on to your Marketing Pro/Enterprise plan.

 

If you don't have Sales Pro a workaround you can use is to create a workflow based on a date property (the renewal date) and then within that flow, create tasks for an internal team member to make the move manually for various stages/properties. Since you already have a time line they're moving through, you can add in some additional automated engagement opportunties too.

√ Did my post help answer your question? Pay it forward and help the Community by marking it as solution!
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Automatically moving deals through pipeline based on renewal date?

SOLVE

Hi @MCK9,

 

Here's a scenario that might work for you:

  • Enrollment criteria is: Renewal Date is Less than 90 Days from Now
  • Set Property Value is: Pipeline Name and Stage is Renewal in Next 3 Months

Deal-Enrollment.jpg

  You can assign tasks or notify reps based on this as well.

 

I hope this helps!!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

MCK9
Member

Automatically moving deals through pipeline based on renewal date?

SOLVE

Ahhh got it -- thank you Josh!

0 Upvotes