HubSpot Ideas

Rohitkumar

Is there a way to Set up approval process in hubspot for Change Management

Hi HubSpot team,

Got a requirement from business that we need to explore if a change management process  is possible  on HubSpot which should have options to set up multiple approvers and there should be an auto creation of a task/request once the request have got all the required approvals.

For example if a person from any team needs to perform any change in the company that may impact business that he should have any ways to raise a request through somewhere in hubspot ( like a web form or something else) which should have complete details of the change request ( like date, time, Total Duration of the change & the services impacted etc) and once the form is submitted, it should trigger a notification to his manager and if his manager needs a further approval from his manager, then it should trigger the same process for him as well and finally once it has all the approvals, a task should be generated for the requester for the same.

Just want to know if there is way to achieve that kind of process in HubSpot or any workarounds?

Thank you.
Rohit


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