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

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.