Sales Integrations

Chica_Dornellas
Member

renewal pipeline automation

SOLVE

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!

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

renewal pipeline automation

SOLVE

Hi @Chica_Dornellas,

 

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

 

karstenkoehler_0-1684943226998.png

 

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

renewal pipeline automation

SOLVE

Hi @Chica_Dornellas,

 

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

 

karstenkoehler_0-1684943226998.png

 

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Chica_Dornellas
Member

renewal pipeline automation

SOLVE

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

0 Upvotes