Overview of approvals in HubSpot

Approvals in HubSpot help teams review and authorize changes before actions are finalized. Depending on the tool, approvals can require designated users to review records, content, exports, quotes, or marketing assets before they move forward.

Using approvals ensures accountability, maintains compliance with internal processes, and reduces the risk of publishing or sharing incorrect information. For example, a sales manager can require approval before a deal moves to a closed stage, or a marketing manager can approve a marketing email before it’s sent to contacts.

Before you get started

• Update your notifications, Slack, or Microsoft Teams for real-time approval notifications by turning on the Approval activity notification. Learn more about managing your Slack and Microsoft Teams notifications.

• Each feature requires different subscriptions, seats, and permissions. Refer to the individual knowledge base article below for details.

Approvals in HubSpot

Approvals are supported in the following areas of HubSpot. 

Commerce

• Set up quote approvals (Commerce Hub Professional or Enterprise): require approval before sending quotes to buyers. Learn how to manage quote approvals.

• Set up legacy quote approvals (Sales Hub Enterprise): require approval before sending legacy quotes to buyers. Learn how to manage legacy quote approvals.

Content

• Set up and moderate blog comments: require approval before blog comments are published.
• Approve HubSpot content (Marketing Hub Enterprise, Service Hub Enterprise, Content Hub Enterprise): require approval before marketing content is published.

Data governance

(BETA) Require approvals for exports (Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, Data Hub Enterprise, Content Hub Enterprise): require approval before exporting records from an account.

Object

Require approvals for deals (Sales Hub Enterprise): require approval for a deal pipeline so deals must be approved before progressing down the pipeline.

Mobile

Manage approvals on mobile devices: Requesting approvals on mobile is supported for marketing emails and social posts only. Users can cancel and approve content including social posts, marketing emails, blog posts, landing pages, website pages, and knowledge base articles using the HubSpot mobile app.