Create and manage confirmation links in your partner account
Last updated: November 18, 2020
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.

- 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.

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.

- 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:
Confirmation 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.
Manage 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.

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