This is awesome, thanks Stuart. We have a question on the CloneNer integration and specifically the syntax you mentioned in the deal name "{{ deal.name }} Renewal {{ deal.next_renewal_year }} ".
Where is the value for {{ deal.next_renewal_year }} coming from? Are you creating a separate Deal Property for 'Next Renewal Year' and if so, how are you parsing out the year from the 'Next Renewal Date' property?
This is super useful, Stuart. One question: are you still using the method on deal type renewal 0 and 1? Ever since we talked about it, I've been using it constantly....
Hi Karin -I would certainly still set the deal type to renewal. The part you don't need if you're using the CloneNer app to create subsequent renewal deals is the properry to toggle between the 2 HubSpot workflows for odd and even deals types.
This is awesome, thanks Stuart. We have a question on the CloneNer integration and specifically the syntax you mentioned in the deal name "{{ deal.name }} Renewal {{ deal.next_renewal_year }} ".
Where is the value for {{ deal.next_renewal_year }} coming from? Are you creating a separate Deal Property for 'Next Renewal Year' and if so, how are you parsing out the year from the 'Next Renewal Date' property?
Great question, yes it's a separate deal property. Here’s to set it up:
1. Create a new HubSpot property:
Name: Next Renewal Year Object Type: Deal Group: Deal Information
2. Define your property
Type: Calculation
Output Format: Number
Number Format: Unformatted Number
3. Add a custom formula
→ (year([properties.renewal_date]) + 1)
You sir, are a wizard 🧙 Works like a charm. Much better than the branched workflow I had built extending into 2040 😆
This is super useful, Stuart. One question: are you still using the method on deal type renewal 0 and 1? Ever since we talked about it, I've been using it constantly....
Hi Karin -I would certainly still set the deal type to renewal. The part you don't need if you're using the CloneNer app to create subsequent renewal deals is the properry to toggle between the 2 HubSpot workflows for odd and even deals types.
Great. I’m definitely going to check this out.