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Renewal deal creation for multi-product bundle accounts

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.

Company12 stepsUpdated for HubSpot seat pricing
OutcomeAn account with several active products under one contract end date gets a single renewal deal that lists every product as a line item with its own value, instead of one flat amount that hides what is actually being renewed.
Workflow maprenewal-expansion-026
Customer, Contract End Date < 90 days, 2+ Active Products, no renewal deal yet leads to Set Renewal Deal Created = true. Set Renewal Deal Created = true leads to Create renewal deal, associate to company. Create renewal deal, associate to company leads to Product A active?; Product B active?; Product C active?; Product D active?. Product A active? leads to Yes: Add Product A line item. Add Product A line item leads to Create task for owner: confirm line items. Product B active? leads to Yes: Add Product B line item. Add Product B line item leads to Create task for owner: confirm line items. Product C active? leads to Yes: Add Product C line item. Add Product C line item leads to Create task for owner: confirm line items. Product D active? leads to Yes: Add Product D line item. Add Product D line item leads to Create task for owner: confirm line items. Create task for owner: confirm line items leads to Notify owner. Yes Yes Yes Yes Customer, Contract End Date < 90 days, 2+ Active Products, no renewal deal yet Set Renewal Deal Created = true Create renewal deal, associate to company Product A active? Product B active? Product C active? Product D active? Add Product A line item Add Product B line item Add Product C line item Add Product D line item Create task for owner: confirm line items Notify owner
Customer, Contract End Date < 90 days, 2+ Active Products, no renewal deal yet leads to Set Renewal Deal Created = true. Set Renewal Deal Created = true leads to Create renewal deal, associate to company. Create renewal deal, associate to company leads to Product A active?; Product B active?; Product C active?; Product D active?. Product A active? leads to Yes: Add Product A line item. Add Product A line item leads to Create task for owner: confirm line items. Product B active? leads to Yes: Add Product B line item. Add Product B line item leads to Create task for owner: confirm line items. Product C active? leads to Yes: Add Product C line item. Add Product C line item leads to Create task for owner: confirm line items. Product D active? leads to Yes: Add Product D line item. Add Product D line item leads to Create task for owner: confirm line items. Create task for owner: confirm line items leads to Notify owner. Yes Yes Yes Yes Customer, Contract End Date < 90 days, 2+ Active Products, no renewal deal yet Set Renewal Deal Created = true Create renewal deal, associate to company Product A active? Product B active? Add Product A line item Add Product B line item Product C active? Product D active? Add Product C line item Add Product D line item Create task for owner: confirm line items Notify owner

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 on accounts where several products share the same contract end date and renewal event, and the team needs the renewal deal to reflect that composition for accurate line-item reporting.
  • Use it as the bundle-aware version of renewal-expansion-001, which assumes a single product and a single value.
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Skip it

  • Do not use it on accounts whose products renew on different dates; that is a co-termed or multi-contract scenario, closer to renewal-expansion-041's custom object approach or renewal-expansion-050's date-sync pattern.
  • Do not use it if products are not tracked as deal line items on the portal at all. Line items require the products tool to be set up first.
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The rest of this spec

Prerequisites · 5 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 · 12 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 · 17 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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