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2 Accepted solutions
Hi @CarlosNeto,
Providing you are storing the contract end date in a custom property on the contact, deal or company record you could use a workflow similar to the below, in the past I've done similar using Deals to manage contract renewals.
Totally agree, @coldrickjack!
@CarlosNeto if this is a workflow that you expect the same contact to go through multiple times (i.e., you want to send them the contract expiration email every year), be sure to enable re-enrollment in the workflow enrollment trigger settings. That will tell HubSpot to enroll a contact every time their contract end date is 30 days away, not just the first time.
Just wanted to throw that out there in case it's helpful!!
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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:
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
Hi @CarlosNeto,
Providing you are storing the contract end date in a custom property on the contact, deal or company record you could use a workflow similar to the below, in the past I've done similar using Deals to manage contract renewals.
Totally agree, @coldrickjack!
@CarlosNeto if this is a workflow that you expect the same contact to go through multiple times (i.e., you want to send them the contract expiration email every year), be sure to enable re-enrollment in the workflow enrollment trigger settings. That will tell HubSpot to enroll a contact every time their contract end date is 30 days away, not just the first time.
Just wanted to throw that out there in case it's helpful!!
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| Create Your Own Free Signature |
That's a good solve 😊
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