HubSpot workflow action
Next year’s deal already exists.
- G02026The deal your rep just closed won.
- G12027Opened by the workflow action, seconds later.
- G22028And again, every year the account renews.
When a deal closes won, Deal Renewals opens the renewal for the following year — line items, amount, owner and associations carried over, lineage recorded on both deals.
Free for 5 renewals a month
What lands on the renewal
Copied, computed, or left alone.
| Property | On the renewal | How it gets there |
|---|---|---|
| dealname | ACME 2027 | Rendered from your name template |
| amount | 12,000 | Copied as-is |
| closedate | +12 months | Computed from the source close date |
| hubspot_owner_id | Unchanged | Copied |
| deal_currency_code | Unchanged | Copied |
| Line items | 7 of 7 | Recreated on the renewal, never moved |
| Associations | Contacts, companies | Re-associated without writing to either |
Written on both deals
Every renewal knows where it came from.
Three properties the app creates on your deal object, then keeps filled in. Filter, report and roll up on them like any other property.
- dr_root_deal_id
- The first deal in the chain, carried unchanged through every generation — one filter returns an account’s whole history.
- dr_renewal_deal_id
- Written back on the source deal, pointing at the renewal it produced.
- dr_generation
- 0 for the original, 1 for its renewal, and up from there.
Behaviour you can rely on
Boring on purpose.
Running it twice creates one renewal
The action locks on the source deal and hands back the renewal it already made. Re-runs, retries and duplicate enrollments all land on the same deal.
The source deal keeps its line items
The renewal gets fresh copies. Nothing moves, and nothing on the source changes beyond its two lineage properties.
A partial copy says so
If HubSpot rejects some line items, the action reports how many landed instead of failing quietly or leaving a half-built deal.
Install it, then close a deal.
Add “Create renewal deal” to any deal workflow. The free plan covers 5 renewals a month, per portal — enough to watch it work on real pipeline.
Install on your portalUnlimited at $19 a month, coming soon. Portals installed during early access keep the free tier for life.