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Get Reminded in Email Before HubSpot Renewals Are Due

This scans HubSpot for contracts or subscriptions renewing soon and pings Email ahead of time with the account and value — so renewals are proactive conversations, not last-minute scrambles.

difficulty Beginnersetup 25 minresult A Email heads-up before every upcoming HubSpot renewal, giving your team time to secure the account.—
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  1. 1

    Step 1 — Schedule the check

    Add a Schedule Trigger (daily).

  2. 2

    Step 2 — Find upcoming renewals

    Add a HubSpot node returning records whose renewal_date falls within your window (e.g. next 30 days).

  3. 3

    Step 3 — Remind Email

    Add an Email Send (SMTP) node. Set the recipient, a clear subject, and build the body from the account name, renewal date and value. Add your SMTP credentials (or use Gmail).

Frequently asked questions

Multiple reminder windows?

Run the check for 30/14/7-day windows, or store a "reminded" flag per record so each threshold pings once.

Can I auto-create a renewal task?

Add a step that opens a task in HubSpot (or your PM tool) assigned to the account owner alongside the Email nudge.

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