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Next renewal date auto-set on renewal deal Closed Won

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.

Company4 stepsUpdated for HubSpot seat pricing
OutcomeThe moment a renewal deal closes won, the associated account's contract end date rolls forward to the next cycle and the renewal-creation flag resets, so the account is ready for the next renewal deal without anyone editing dates by hand.
Workflow maprenewal-expansion-019
Deal closed won, Deal Type = Renewal leads to Contract Term Months known?. Contract Term Months known? leads to Yes: Set company Contract End Date = close date + term; No: Create task: confirm term. Set company Contract End Date = close date + term leads to Reset Renewal Deal Created = false. Yes No Deal closed won, Deal Type = Renewal Contract Term Months known? Set company Contract End Date = close date + term Create task: confirm term Reset Renewal Deal Created = false
Deal closed won, Deal Type = Renewal leads to Contract Term Months known?. Contract Term Months known? leads to Yes: Set company Contract End Date = close date + term; No: Create task: confirm term. Set company Contract End Date = close date + term leads to Reset Renewal Deal Created = false. Yes No Deal closed won, Deal Type = Renewal Contract Term Months known? Set company Contract End Date = close date + term Create task: confirm term Reset Renewal Deal Created = false

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

When to use it, when not to

Use it

  • Use it as the direct companion to renewal-expansion-001: that fiche creates the renewal deal from a contract end date, this one resets the date once the deal actually closes won.
  • Use it when contract terms are a fixed, known length (monthly, annual, multi-year) stored on the deal or known from the account's plan.
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Skip it

  • Do not use it if contract length varies deal to deal in a way that is not captured anywhere; the term length used in step 2 below has to come from a real property, not a guess.
  • Do not use it on new-business deals. It is scoped to Deal Type equal to Renewal, Closed Won.
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The rest of this spec

Prerequisites · 4 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 · 4 numbered actions

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

Known pitfalls · 5

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

Test plan and UAT script · 2 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.

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