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Renewal pipeline auto-routing separate from new-business pipeline

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.

Deal6 stepsUpdated for HubSpot seat pricing
OutcomeA deal that becomes a renewal always lands in the Renewal pipeline, even if it was created or edited outside the automated flows that normally place it there, so new-business and renewal reporting stay clean.
Workflow maprenewal-expansion-037
Deal Type becomes Renewal, deal not already in Renewal pipeline leads to Set Pipeline = Renewal. Set Pipeline = Renewal leads to Set Deal Stage = first Renewal stage. Set Deal Stage = first Renewal stage leads to Notify owner of the move. Notify owner of the move leads to Amount unknown?. Amount unknown? leads to Yes: Create task: set renewal amount; No: Done. Yes No Deal Type becomes Renewal, deal not already in Renewal pipeline Set Pipeline = Renewal Set Deal Stage = first Renewal stage Notify owner of the move Amount unknown? Create task: set renewal amount Done
Deal Type becomes Renewal, deal not already in Renewal pipeline leads to Set Pipeline = Renewal. Set Pipeline = Renewal leads to Set Deal Stage = first Renewal stage. Set Deal Stage = first Renewal stage leads to Notify owner of the move. Notify owner of the move leads to Amount unknown?. Amount unknown? leads to Yes: Create task: set renewal amount; No: Done. Yes No Deal Type becomes Renewal, deal not already in Renewal pipeline Set Pipeline = Renewal Set Deal Stage = first Renewal stage Notify owner of the move Amount unknown? Create task: set renewal amount Done

When to use it, when not to

Use it

  • Use it as a safety net alongside renewal-expansion-001 and renewal-expansion-026, which already create renewal deals directly in the Renewal pipeline; this fiche catches the exceptions, such as a rep manually changing Deal Type to Renewal on an existing new-business deal.
  • Use it when renewal and new-business deals sharing one pipeline has already caused forecast or win-rate reporting to mix the two.
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Skip it

  • Do not use it if your portal intentionally keeps renewals and new business in the same pipeline with a stage-based split instead of a pipeline-based split; moving deals between pipelines can strip stage-specific automation tied to the original pipeline's stages.
  • Do not use it as the primary creation path; building new renewal deals correctly from the start (renewal-expansion-001) is more reliable than moving them after the fact.
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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 · 6 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 · 4 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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