Create next year’s renewal deal
When a deal closes won, clone it with associations, name it Renewal 2027, then shift the close date with Date Calculator.
Renewals are created by hand months after the original closes, if anyone remembers, and the new deal rarely carries the right associations.
Clone Record copies the closed deal with its associations the moment it closes, and Date Calculator shifts the close date forward a year.
- 1Enrol deals on Closed won.
- 2Add Clone Record with Copy all properties and set a name suffix such as Renewal.
- 3Turn on Also copy associations so the renewal keeps its contacts and company.
- 4Follow with Date Calculator to shift the close date twelve months out on the new record.
- Copy all properties or a selected set
- System fields and unique identifiers are never copied
- Name the clone or append a suffix
- Optionally copy every association
Other patterns teams build
Score leads with your own model
Feed five properties in, compute a weighted score in code, write it back with a Copy property step.
Sync a closed deal into your ERP
POST the deal payload to your ERP endpoint on stage change; map the returned order id back onto the deal.
Compute renewal amounts
Multiply seats by unit price with the math operations, or use a custom formula with rounding.
Build this in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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