We are looking to implement a multi-layer approval process for all marketing aspects, including Case Studies, before they get posted or sent out. Has anyone had any luck setting something like this up w/in the system? Or have you looked at impementing a project management software that worked with this plan in mind? We would like for the draft to be seen - approved by Person A, then will need to be also approved by Person B.
Hi @SFowler3,
This exists generally as an Enterprise feature, but not for all asset types and not with multiple approval steps: Approve HubSpot content
If you want a multi step process, you would have to withdraw publishing permissions from all but the final approver.
There wouldn’t be any native feature in HubSpot to guide this, but you could work with the collaboration sidebar, comments, or an additional configuration like HubSpot projects or third party systems for project management. anything that let’s you block an item from progressing until it meets certain conditions.
Best regards!
Thank you for this information. However, doesn’t provide a solution that can work for our scenario and doesn’t address the issue of approving case studies. I’m wondering if anyone has a setup (even if that includes an external project management tool) that they would be willing to share that has worked.
Hey @SFowler3,
Karsten is correct. This might be the closest answer to a solution as it provides HubSpot’s native approval capabilities and practical workarounds. For a true multi-step approval process, a third-party tool will likely be your best path forward, as this isn’t currently supported natively.
I’m not currently aware of any integrations that achieve this, so I do encourage any others to chime in here, but for now I believe Karsten’s suggestion could be the best path forward. Otherwise, I’d suggest submitting a feature request in the Ideas Forums here:
Thank you both for your contributions!
Best,
Sam, Community Manager