HR Software · 50–200 employees

Seeing the renewal status directly on the deal

I built a HubSpot sidebar card that reads the linked License and shows the renewal status on the deal, where reps are already working.

Subscription Status card: Auto-renewal active. The subscription will renew automatically; no action is needed. — Three states of the card, each with a written status and the next step for the rep.

Subscription Status card: Manual renewal required. No active subscription was found; a Growth AE needs to handle the renewal manually. — Three states of the card, each with a written status and the next step for the rep.

The answer was on another record

Reps had to open the associated License to check whether a renewal needed manual follow-up. Skipping that lookup could mean missing the information needed to choose the next step.

How I built the card

The initial approach did not reliably find the linked License. I moved the lookup into a serverless function that retrieves the association and reads the subscription data.

I built the card as a React UI Extension, visible in the relevant deal pipeline. It reads License data when it loads, without copying those properties onto the deal.

Status on the deal, without changing records

Reps can check the renewal status without opening the License record. The card and its serverless function run inside HubSpot. The card only reads data; it does not update records.

Related expertise: HubSpot custom objects · HubSpot custom app cards.

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