Launched this week
Deal Approvals & Stage Gate for HubSpot
Deal approvals for HubSpot Free, Starter and Pro
2 followers
Deal approvals for HubSpot Free, Starter and Pro
2 followers
Deal approvals for HubSpot Free, Starter and Professional accounts. Choose the pipeline stages that need sign-off, which deals need it and who signs off. When a deal is moved into a gated stage without approval, the app moves it back within a couple of seconds, writes a note on the deal and asks the approvers. Approvers approve or reject from a card on the deal, with a comment, and the history stays on the record.
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Hi, I'm Caner, a developer in Oslo. Full disclosure: I built this app, under my small studio Kayabyte.
The problem: on HubSpot Free, Starter and Professional, nothing asks someone to sign off before a deal moves into a stage like Contract sent. HubSpot's own pipeline approvals are part of Sales Hub Enterprise. Professional has quote approvals and pipeline rules that stop reps skipping stages, which help, but they don't give you a request, approvers and a recorded decision on the deal.
What the app does: you pick the first stage that needs approval and set conditions (amount, discount, deal type and so on). If a deal is moved into a gated stage without approval, the app moves it back, writes a note on the deal and asks the approvers, who approve or reject from a card on the deal. Requesters can't approve their own request. One thing to know: apps can't block a stage change before it is saved, so the deal sits in the gated stage for a moment before it is moved back.
It is on the HubSpot Marketplace now: https://ecosystem.hubspot.com/marketplace/listing/deal-approvals-stage-gate . New accounts get a 14-day Pro trial, no card. Free covers the basics; Pro is USD 29 a month.
If you run deals in HubSpot, I'd like to hear what's missing or confusing. Questions about the setup are welcome here too.