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Contract value tier change triggers renewal deal re-forecast

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 deal's contract value tier changes mid-cycle, the owner gets a task to re-forecast the deal, so the number carried into pipeline reviews reflects the account's current standing instead of a stale tier set at deal creation.
Workflow maprenewal-expansion-047
Contract Value Tier changes on an open Renewal deal leads to Set Re-forecast Requested Date = today. Set Re-forecast Requested Date = today leads to Create re-forecast task for owner. Create re-forecast task for owner leads to Notify owner. Contract Value Tier changes on an open Renewal deal Set Re-forecast Requested Date = today Create re-forecast task for owner Notify owner
Contract Value Tier changes on an open Renewal deal leads to Set Re-forecast Requested Date = today. Set Re-forecast Requested Date = today leads to Create re-forecast task for owner. Create re-forecast task for owner leads to Notify owner. Contract Value Tier changes on an open Renewal deal Set Re-forecast Requested Date = today Create re-forecast task for owner 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 when accounts are grouped into value tiers (for reporting, for support SLAs, or for pricing bands) and a tier change mid-renewal-cycle should prompt a manual amount review rather than being silently absorbed into the existing forecast.
  • Use it alongside renewal-expansion-040's weighted forecast rollup; this fiche is the trigger that catches a tier change, that one is the ongoing calculated number.
Read more on when to use itShow less

Skip it

  • Do not use it if Contract Value Tier never changes after a deal is created in your process; a property that is set once and never revisited does not need a change-triggered workflow.
  • Do not use it as an automatic amount correction; this fiche flags the need for a human to re-forecast, it does not recalculate the amount itself, since a tier change does not map to a single deterministic dollar figure without a person's judgment.
Read more on when to skip itShow less

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 · 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 · 3 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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