Live renewal status in the deal sidebar — no more tab-switching
Sales reps were manually checking License objects before every deal review to determine renewal type. A custom HubSpot app card surfaced the answer directly in the deal sidebar.
The problem
Challenge
Growth Account Executives had to navigate to the associated License object on every deal to check whether a subscription was active, cancelled, or absent
This manual lookup cost time on every deal review and was easy to skip under pressure
Missed or incorrect renewal assessments led to deals being handled with the wrong approach
How we solved it
Approach
Step 1
Mapped the data flow from Deal to associated License object and identified the relevant subscription properties
Step 2
Designed a three-state card with clear color-coding: green for auto-renewal active, yellow for manual renewal required, red for subscription cancelled
Step 3
Built a React UI Extension with a serverless function that resolves the Deal-to-License association and fetches the subscription data
Step 4
Scoped the card to appear only in the relevant pipeline to avoid noise for reps working other deal types
The build
Solution
Technologies used
Stack
Want similar results in HubSpot?
Whether it's automating manual processes, cleaning up your CRM, or building custom integrations — let's talk about what HubSpot can do for your team.