BETA

Create and manage confirmation links in your partner account (BETA)

Last updated: October 13, 2020

In Beta

Applies to:

Partner Account

As a HubSpot partner, you are required to confirm your involvement when selling or servicing HubSpot software to your clients. You can create a confirmation link in your partner account to send to your clients to confirm proof of involvement.

Create a confirmation link

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Navigate to the Confirmation links tab.
  • In the top right, click Create confirmation link.
create-confirmation-link
    • Select the checkbox next to the product type. Use the dropdown menu to select the onboarding type

Please note: all Professional and Enterprise products require onboarding.

select-product-onboarding

Please note: for Solution Providers, the option to select onboarding will not display in your account.

  • If you are providing onboarding, toggle the Providing onboarding switch on.
  • Click the Estimated onboarding duration dropdown menu to select the estimated  length of onboarding.
estimated-onboarding-duration
  • Click Preview.
  • Insert a name for your confirmation link. Click Create.
  • Click Copy to share the link with your client. Click Done.

When the client has confirmed or rejected the confirmation link you will receive an email notification.

Confirmation link confirmed:

customer-email-link-signedConfirmation link rejected:

customer-email-link-rejected

Review and manage your confirmation links

Once you have created a confirmation link you can track and manage them from your confirmation links dashboard.

Review your confirmation link status

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Navigate to the Confirmation links tab.
  • In the Client & status column, you can track your confirmation links by status:
    • Pending: your client has not been assigned.
    • Confirmed: your client has confirmed the confirmation link that was sent.
    • Rejected: your client has rejected the confirmation link. A reason for rejection will be included.

client-statusManage your confirmation links

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Navigate to the Confirmation links tab.
  • Hover over an existing confirmation link and click the Actions dropdown menu to manage your confirmation link:
    • Preview: preview your confirmation link.
    • Edit: edit your Pending links. Confirmed and Rejected confirmation links cannot be edited.
    • Clone: clone your confirmation link.
    • Remove: permanently delete your pending confirmation link. Confirmed or rejected confirmation links cannot be deleted.
manage-confirmation-link