HubSpot workflows for renewal and expansion

The list starts with renewal deal auto-creation from contract end date, the 90/60/30 reminder cascade, a churn risk score from usage decline and support ticket volume, and an upsell deal from a product usage threshold. Past those come the cases a single contract date does not cover, such as multi-product bundle accounts and co-term alignment, then signals like a champion departure or a churn webhook from an external billing system.

Two warnings carried over from the free spec. Filter-based enrollment fires once, when a company newly matches the date window: if the workflow is off at that moment, the company does not enroll later without editing the date or turning re-enrollment on, which then risks duplicates. And deactivating or archiving the pipeline or stage referenced in the Create record action silently breaks the workflow at the next run.

25 of the 50 start from a company, the rest from a deal, a contact, a custom object or a ticket. 45 need Professional, 5 Enterprise.