How to create subscription renewal reminders every year?

Occasional Contributor



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!

2 Replies
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.

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Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

Occasional Contributor

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