Renewal status card
Seeing the renewal status directly on the deal
To check whether a renewal needed manual follow-up, reps had to open the associated License record. The information was already in HubSpot, but it wasn't visible on the deal they were reviewing.
I built a sidebar card that reads the linked License and shows whether the subscription is active, cancelled, or missing.
The status was on a different record
Reps needed to know whether a renewal would happen automatically or needed manual follow-up. To find out, they had to leave the deal and check subscription details on the associated License.
That added a lookup to each deal review. If it was skipped, the rep could miss the information needed to choose the right follow-up.
How I approached it
Define the statuses reps need to see
I mapped the subscription information to three states: auto-renewal active, manual renewal required, and subscription cancelled. Each state has a written label and a colour, so reps can read the status directly.
Make the License lookup reliable
The initial approach wasn't reliably finding the linked License. I moved that lookup into a serverless function, which retrieves the association and reads the subscription data.
Show the card where it is useful
I built the card as a React UI Extension and scoped its visibility to the relevant deal pipeline. It reads the License data when it loads, without copying those properties onto the deal.
The renewal status is visible on the deal
When a rep opens a relevant deal, the card shows whether auto-renewal is active, manual renewal is required, or the subscription has been cancelled. The rep can check that status without opening the License record.
The card and its serverless function run inside HubSpot. The card only reads data; it doesn't update records.
Technologies used
Stack
Is your team opening other records to find one answer?
Tell me what your reps need to check and where that information lives. I can help you work out whether a sidebar card would make that task easier.