Your solution is awesome, but will only work if your contract always has the same term length.
For businesses working with variable contract end dates, that won’t do the trick.
That’s why we’ve built a Recipe to handle that. A Recipe is a small process that you can install in your HubSpot portal. This doesn’t require any third-party tool.
Here’s a video of how it works:
Renewal deals are created automatically for each closed-won deals with a known contract end date. Then, a task is generated with a reminder date XX days before that contract end date to notify the deal owner (or another user of your choice) that the renewal is coming soon.
Other settings and configurations are also available to suit your use case.
If you are interested, we can have a chat to setup this recipe on your HubSpot portal.
Learn more here
