Skip to content
The Workflow Library
Get the full library

Price increase notification task before renewal date

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.

Deal3 stepsUpdated for HubSpot seat pricing
OutcomeWhen a renewal carries a price increase, the deal owner gets a task to tell the customer well before the renewal date, instead of the increase showing up as a surprise on the invoice.
Workflow maprenewal-expansion-035
Renewal deal, Price Increase Percent > 0, Close Date within 45 days leads to Set Price Increase Notified = true. Set Price Increase Notified = true leads to Create task: notify customer. Create task: notify customer leads to Notify deal owner. Renewal deal, Price Increase Percent > 0, Close Date within 45 days Set Price Increase Notified = true Create task: notify customer Notify deal owner
Renewal deal, Price Increase Percent > 0, Close Date within 45 days leads to Set Price Increase Notified = true. Set Price Increase Notified = true leads to Create task: notify customer. Create task: notify customer leads to Notify deal owner. Renewal deal, Price Increase Percent > 0, Close Date within 45 days Set Price Increase Notified = true Create task: notify customer Notify deal owner

When to use it, when not to

Use it

  • Use it whenever a Price Increase Percent value is set on a renewal deal, so the customer conversation happens with enough lead time.
  • Use it as an internal task generator, not a customer-facing auto-email; a price increase deserves a human message, not a templated blast. See Variants for a templated-email option if your team has standardized the wording.
Read more on when to use itShow less

Skip it

  • Do not use it on renewal deals with no price change; the enrollment criteria already excludes those, but confirm Price Increase Percent defaults to blank or zero rather than being left unset by accident on flat renewals.
  • Do not use it as the only communication channel for a large increase on a strategic account; pair it with a manual executive-level heads-up for accounts above a size threshold your team defines.
Read more on when to skip itShow less

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 · 3 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 · 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.

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