Click the install link, authorize via HubSpot OAuth, then open any Company record to find the Renewal Radar card. If the card isn't visible, click 'Customize tabs' on the sidebar and add it.
The renewal exposure scan and report are free, with no payment. Monitoring and self-resolving tasks need the Team plan (€99 per portal/month). Agencies can use the Partner plan (€399/month, up to 10 client portals). Activating tasks requires an active subscription.
None are required. Renewal Radar automatically discovers eligible renewal timing across Company, Deal, Subscription, Line item, Quote and relevant custom-object sources. You can optionally configure account value and a default contract term for eligible estimates.
Renewal Risk is the primary decision. It starts with the strongest trustworthy renewal timing and evaluates renewal-specific motion around that date. Engagement Risk is a supporting Activity Check only: it adds context, does not replace Renewal Risk and cannot create a standalone automatic task.
Only after you activate monitoring and task automation. A new task still requires task-eligible canonical timing, an eligible Company, actionable Renewal Risk and the normal task lifecycle controls. Estimates, material conflicts, incomplete timing and Engagement Risk by itself cannot create a task.
A background scheduler checks every 60 minutes and runs a full portal scan when the last scan was ≥ 23 hours ago. You can also trigger a scan from the Renewal Radar card or settings. Sighub is not real-time.
Yes, per account. On the Renewal Radar card you can snooze a risk for 14 days, mark an account healthy for 90 days, or record a Renewed or Lost outcome. Each control can be undone from the card. Portal-wide task automation can't be paused after activation.
Check that automation is active, the canonical timing is task-eligible, Renewal Risk is actionable, the Company is eligible, owner routing can resolve and no lifecycle control blocks the task. Engagement Risk by itself, estimates, source conflicts and incomplete timing never create a new task.
'Insufficient data' = signals are reachable but Sighub found none. 'Source unavailable' = a HubSpot signal source couldn't be reached. Make sure the company has associated contacts, deals, or email activity.
Your HubSpot tokens couldn't be refreshed. Open Renewal Radar settings in HubSpot and reconnect your portal, scanning resumes automatically.
Monitoring needs an active subscription. If a payment failed or the subscription was canceled, recurring scans and task automation pause. Open 'Manage billing' in the Renewal Radar settings to update your card or resubscribe; monitoring resumes once billing is current. Existing tasks and your configuration are kept.
Download the PDF from the scan page, or turn on the read-only report link in the Renewal Radar settings to forward to someone without HubSpot access. The link needs no login, isn't indexed, and can be revoked (re-enabling it creates a new link).
It reads operational metadata such as timestamps, dates, statuses, amounts and owners, never email bodies, note bodies, call recordings, meeting notes or ticket content. It stores configuration, AES-256-GCM encrypted tokens, operational snapshots, actions, controls, report access and billing identifiers.
Stored portal data is deleted, including configuration, tokens, snapshots, actions, controls, report recipients, billing links and share tokens. Tasks Renewal Radar previously created in HubSpot remain in your account.
Check the current compatible HubSpot plans on the Renewal Radar Marketplace listing before installation. Required CRM scopes must be available in your portal; optional renewal-source scopes are skipped when they are unavailable. Sighub's free exposure scan is a Sighub plan and is separate from your HubSpot subscription.
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