Skip to content
The Workflow Library
Get the full library

Renewal deal owner auto-assignment to current CSM/AM

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal2 stepsUpdated for HubSpot seat pricing
OutcomeA renewal deal is owned by whoever currently manages the account, not whoever happened to be the deal creator or the original sales rep, the moment the deal is created.
Workflow maprenewal-expansion-011
Deal Type = Renewal, owner does not match company CSM Owner leads to Copy CSM Owner from company to deal owner. Copy CSM Owner from company to deal owner leads to Notify new deal owner. Deal Type = Renewal, owner does not match company CSM Owner Copy CSM Owner from company to deal owner Notify new deal owner
Deal Type = Renewal, owner does not match company CSM Owner leads to Copy CSM Owner from company to deal owner. Copy CSM Owner from company to deal owner leads to Notify new deal owner. Deal Type = Renewal, owner does not match company CSM Owner Copy CSM Owner from company to deal owner Notify new deal owner

When to use it, when not to

Use it

  • Use it whenever renewal deals get created (manually, or by renewal-expansion-001) and the account's day-to-day owner is a CSM or AM tracked in a separate property from the original sales owner.
  • Use it as a companion to renewal-expansion-001; that fiche creates the deal, this one makes sure ownership is correct at creation and stays correct if the CSM changes later.
Read more on when to use itShow less

Skip it

  • Do not use it if the same person is both the original sales owner and the ongoing account manager. In that case the default deal owner is already correct and this workflow adds no value.
  • Do not use it as a substitute for fixing incorrect CSM assignments upstream; this workflow copies whatever the CSM property says, it does not decide who the right CSM is.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Renewal and expansion spec

Not the workflow you needed?

More in Renewal and expansion

50 specs in this section

See all 50 This category, 39 EUR
FreeRenewal deal auto-creation from contract end dateCompany4 steps Renewal reminder cascade to CSM/AM (90/60/30 days before contract end)Company15 steps NPS detractor auto-creates internal alert taskContact7 steps Churn risk score from usage decline and support ticket volumeCompany11 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library