How to create subscription renewal reminders every year?

Occasional Contributor

Hello,

 

Our customers have subscriptions to our software. I need to have a Renewal Date (month and day) assigned to each Company profile (we are a B2B business) and I would like hubspot to notify me each year on that date via email or other notification when it is time to renew their subscription. How can I do this?

 

Thank you!

Reply
0 Upvotes
2 Replies
Highlighted
Esteemed Advisor | Diamond Partner

Hi @genejeter

 

You would need a paid version of the product that included workflows to achieve this. A workflow could trigger when a contact's renewal date is reached, and send an internal notification email. 

 

Hope this helps.


Did my post help answer your query? Help the Community by marking it as a solution.

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

Reply
0 Upvotes
Occasional Contributor

We have Hubspot Professional + CMS. Can you walk me through how to do this?

Reply
0 Upvotes