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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louischausse
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

renewal pipeline automation

SOLVE

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:

louischausse_0-1709664022069.gif

 

 

 

 

 

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

Louis Chaussé from Auxilio HubSpot Solutions Partner Signature
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AKumarSci
Participant

renewal pipeline automation

SOLVE

@Chica_Dornellas - You can also add the ARR value in your message to the sales team. This will allow the sales team to have better visibility and prioritize accordingly.

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