Skip to content
The Workflow Library
Get the full library

Co-term alignment workflow for multi-subsidiary renewal dates

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

Enterprise

Seat pricing: Enterprise 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 Enterprise.

Company4 stepsUpdated for HubSpot seat pricing
OutcomeWhen 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 maprenewal-expansion-043
Parent company Contract End Date changes leads to Custom code: find child companies. Custom code: find child companies leads to Set each child's Contract End Date to match parent. Set each child's Contract End Date to match parent leads to Any subsidiary update failed?. Any subsidiary update failed? leads to Yes: Notify parent owner: alignment incomplete; No: All subsidiaries synced. Yes No Parent company Contract End Date changes Custom code: find child companies Set each child's Contract End Date to match parent Any subsidiary update failed? Notify parent owner: alignment incomplete All subsidiaries synced
Parent company Contract End Date changes leads to Custom code: find child companies. Custom code: find child companies leads to Set each child's Contract End Date to match parent. Set each child's Contract End Date to match parent leads to Any subsidiary update failed?. Any subsidiary update failed? leads to Yes: Notify parent owner: alignment incomplete; No: All subsidiaries synced. Yes No Parent company Contract End Date changes Custom code: find child companies Set each child's Contract End Date to match parent Any subsidiary update failed? Notify parent owner: alignment incomplete All subsidiaries synced

When to use it, when not to

Use it

  • Use 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.
  • Use 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.
Read more on when to use itShow less

Skip it

  • Do not use it for subsidiaries that intentionally keep independent contract terms; forcing alignment on an account that should stay separate creates incorrect renewal dates.
  • Do 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))
Read more on when to skip itShow less

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 · 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 · 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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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