1.Runs daily at 8:45 AM
Integrate Schedule by Zapier and scheduling tools to start each run to generate target dates.
Flag expiring accounts and enroll contacts for renewal
Automatically monitor contract end dates across Schedule by Zapier and HubSpot. Flag expiring accounts and enroll contacts for renewal when target dates hitβso you can review renewal readiness, update enrollment flags, and compile daily digests without manual follow-up.
How this automation flags renewal-ready accounts for faster outreach
When contract end dates match a 90, 60, or 30 day window, renewal work can slip and teams miss timing. This automation schedules the run, generates target dates, searches HubSpot, updates enrollment flags, and adds a daily digestβso your team can act quickly.
Schedule by Zapieror swap with your favorite app
2.Generates 90, 60, and 30 day dates
Integrate Formatter by Zapier and date generation tools to create target date strings to match renewal windows.
Formatter by Zapieror swap with your favorite app
3.Finds matching companies and contacts
Integrate HubSpot and CRM search tools to retrieve associated contact IDs to build the renewal candidate list.
HubSpotor swap with your favorite app
4.Loops contacts and updates enrollment flags
Integrate Looping by Zapier and HubSpot to loop contact IDs, find contacts, and update the renewal enrollment flag to enroll contacts for renewal.
Looping by Zapieror swap with your favorite app
5.Adds entries to daily renewal digest
Integrate Digest by Zapier and reporting tools to add a digest line per enrolled contact to centralize renewal review.
Digest by Zapieror swap with your favorite app
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