Co-term alignment workflow for multi-subsidiary renewal dates

Outcome. When a parent account's contract end date changes, every subsidiary account under it gets its own contract end date aligned to match, so a multi-entity customer renews on one date instead of subsidiaries drifting onto separate cycles.

Workflow map Enrollment, branches and actions at a glance renewal-expansion-043

flowchart TD
    A[Parent company Contract End Date changes] --> B[Custom code: find child companies]
    B --> C[Set each child's Contract End Date to match parent]
    C --> D{Any subsidiary update failed?}
    D -->|Yes| E[Notify parent owner: alignment incomplete]
    D -->|No| F[All subsidiaries synced]

When to use it, when not to

• UseUse it for customers structured as a parent company with several subsidiary company records, where the commercial agreement co-terms all subsidiaries to the parent's renewal date.
• UseUse it once hierarchical (parent/child) company associations are already set up between the parent and each subsidiary; this workflow reacts to that structure, it does not create it.
• SkipDo not use it for subsidiaries that intentionally keep independent contract terms; forcing alignment on an account that should stay separate creates incorrect renewal dates.
• SkipDo not use it without Sales Hub Enterprise (or another hub's Enterprise tier); hierarchical company associations at the depth needed for a true parent/child structure, and the custom code this fiche relies on, both assume Enterprise-level account structure. (check in your portal: confirm the parent and child company association is readable in a workflow branch at this portal's tier, since HubSpot documents the hierarchy field itself but not its workflow branch conditions; the custom code half of this fiche separately needs Data Hub Professional or Enterprise (https://knowledge.hubspot.com/workflows/choose-your-workflow-actions))