Calculate renewal date

[SAllen23]

Just set up a CS Renewals Pipeline which enrols sales deals based on certain critera. In the CS deals I want to set a new renewal date property which is calculated 365days from the contract start date of the original deal.

I can only seem to copy over the deal properties rather than set any custom logic to change it on the target deal.

[louischausse]

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:

Watch the video!

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

[AKumarSci]

Hi, you can easily do it by creating a record. Here is a screenshot below for the same.

[karstenkoehler · Accepted solution]

Hi @SAllen23,

This would require an Operations Hub Professional subscription – it's not possible within the other hubs.

In Operations Hub Professional, you can either use the Format data > Add an amount of time action in workflows or look into custom code. This programmable automation library includes a piece of code for doing what you're looking for:

https://www.hubspot.com/programmable-automation-use-cases?offer=calculate-contract-end-date

https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/calculate_contract_end_date...

Without Operations Hub Professional, you'd have to look into third-party automation like Zapier. You would pick up a date property, add to it, send it back to HubSpot. https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot

Best regards!