Understand the Contract Renewals Management HubSpot Recipe by Auxilio

What is it and what it does

What is a HubSpot Recipe

HubSpot Recipes are common canned pre-built processes that you can install in your HubSpot portal. Built with love by Auxilio.

What is the Contract Renewals Management HubSpot Recipe

This recipe is entended to help you streamline and automate your renewal process inside of HubSpot deal pipelines. No third-party required. No monthly or annual recurring fee. After you purchase the recipe, Auxilio will create all the necessary assets to manage a state of the art renewal process inside of your HubSpot portal. These assets includes pipeline, properties, workflows, records customization, pipeline conditional logic, etc.

Flowchart of the Contract Renewals Management HubSpot Recipe

Explainer video of the Contract Renewals Management HubSpot Recipe

What is included

• 1 Renewals deal pipeline
  
• Conditional stage properties on pipeline stages
  
• Deal left sidebar customization
  
• Company left sidebar customization
  
• 9 automation workflows
  

  Object type	Description
  DEAL	Creates renewal deals based on contract renewal status and contract duration with specific properties and associations.
  DEAL	Creates a task to start renewal process for a deal when the deal stage is "Contract to renew".
  COMPANY	Updates the "Most recent contract status" property to "Active" for companies whose "Most recent contract start date" is reached.
  COMPANY	Updates the "Most recent contract status" property to "Active" for companies whose "Most recent contract start date" is reached.
  COMPANY	Updates the "Most recent contract status" property to "Ended" for companies whose "Most recent contract end date" is reached.
  DEAL	Updates the "Contract start date" and "Contract end date" of newly created auto-renewal deals in the "Renewals pipeline".
  DEAL	Updates primary company's "Most recent contract end date" property with "Contract end date" value when a deal's "Contract end date" is edited.
  DEAL	Updates primary company's "Most recent contract start date" property with "Contract start date" value when a deal's "Contract start date" is edited.
  DEAL	Updates primary company's "Most recent contract renewal status" property with "Contract renewal status" value when a deal's "Contract renewal status" is edited.

  What are the requirements to make it work?

  You can see the list of requirements in this article.

  What are the limitations?

  You can see the list of limitations in this article.