Create and manage POI confirmation links in your partner account

As a HubSpot Partner, you are required to confirm your involvement with customers purchasing HubSpot. You can create a confirmation link in your partner account that will be automatically sent to your customer as part of their checkout experience. These confirmation links are also known as proof of involvement (POI). 

When a quote is created from a shared deal with an attached HubSpot Partner, a POI is created and attached to that deal. You and your Partner Development Manager will receive a notification when the POI is created or updated, as well as when the customer rejects or confirms it. 

Manually create a confirmation link

When a quote is created from a shared deal with an attached HubSpot Partner, a POI is automatically created and attached to that deal.

In some cases, you might need to manually create a POI - for example, if the customer rejects the initial link or requests changes to the quote, or if there are any issues with automatic generation. 

1. In your HubSpot account, navigate to Partner > Dashboard.
2. Click the Confirmation Links tab.
3. In the top right, click Create confirmation link.
4. In the right panel, select the checkbox next to each product the customer is purchasing. 
5. For each product, click the dropdown menu and select the product tier. 
6. If you are providing a product's required onboarding: 
   • Under the dropdown menu, toggle the Providing onboarding switch on.
   • Click the Estimated onboarding duration dropdown menu and select an estimated duration for onboarding this product. 

7. To add quantity packs for additional users or contacts: 
   • In the Client Hub ID field, enter the customer's Hub ID. 
   • Click the dropdown menu and select each quantity pack included in this deal. 
8. To include add-ons, click the Add-Ons dropdown menu menu and select the checkbox next to each add-on included in this deal. 
9. In the bottom right, click Preview. 
10. In the Name this confirmation link field, enter a name for the confirmation link. 
11. Review the confirmation link preview, then click Create to finalize.

Manage confirmation links on shared deals

You can add or remove confirmation links on shared deals from the deal record. For all other deals, reach out to your Partner Development Manager.

Add confirmation links

1. In your HubSpot account, navigate to CRM > Deals.
2. Click the name of the shared deal.
3. On the deal record, click Add in the Proof of involvement section. 
4. Select the confirmation link, then click Add.

Remove confirmation links

1. In your HubSpot account, navigate to CRM > Deals.
2. Click the name of the shared deal.
3. On the deal record, click the Actions dropdown menu in the Proof of Involvement section and select Remove from deal. 
4. Click Delete. 

Manage confirmation links

1. In your HubSpot account, navigate to Partner > Dashboard.
2. Navigate to the Confirmation Links tab.
3. In the Client & Status column, review the status of your confirmation links: 
   
   • Pending: client has not been assigned.
   • Confirmed: client has confirmed the confirmation link that was sent.
   • Rejected: client has rejected the confirmation link. A reason for rejection will be included.
4. To view a confirmation link's URL, hover over the link and click Copy URL.

5. To preview a confirmation link, hover over the link, then click the Actions dropdown menu and select Preview. A preview will appear in the right panel. 
6. To edit a confirmation link, hover over the link, then click the Actions dropdown menu and select Edit. You can only edit Pending confirmation links. 
7. To make a copy of a confirmation link, hover over the link, then click the Actions dropdown menu and select Clone. 
8. To remove a confirmation link, hover over the link, then click the Actions dropdown menu and select Remove. In the dialog box, type Remove, then click Remove. You can only remove Pending confirmation links.