1.Find associations and retrieve deal
Integrate HubSpot and CRM lookup tools to retrieve associated company and contacts and map deal fields for renewal variables.
Create renewal and customer deals from closed‑won records
Automatically monitor deal stage changes in HubSpot across sales and renewal pipelines. Create renewal deal records when deals close, contract stage is entered, or renewal eligibility appears—so you can create renewal deals, carry line items, and notify downstream systems without manual renewal entry.
How this automation creates renewal deal records
When HubSpot deal stage changes in the configured closed stage, renewal opportunities can be delayed or missed. This automation finds deal and company context, creates the renewal deal, and builds mapped line items with downstream notifications—so your team can launch renewals faster.
HubSpotor swap with your favorite app
2.Get company record
Integrate HubSpot and account context tools to pull owner and regional fields and map them into billing context.
3.Create renewal deal
Integrate HubSpot and pipeline tools to create a renewal deal record and map contract dates, amounts, and original deal references.
4.Parse line items for looping
Integrate Code by Zapier and data transformation tools to parse source line items into an item array and normalize billing frequency.
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5.Lookup SKU and product mapping
Integrate Zapier Tables and product mapping tools to translate each item ID into renewal product fields for line item creation.
Zapier Tablesor swap with your favorite app
6.Create renewal deal line item
Integrate HubSpot and line item tools to create mapped renewal line items and set sale type to Renewal.
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Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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