How to save approval history on deals?

[Petter]

Hi community! 

I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce.

See exampe in the attached screenshot.

I have not found a similar functionality in HubSpot. Anyone here who have found a workaround for this? Of course you can set up Custom properties and have the approvers log this data manually, but I would rather avoid that as much as possible. 

[Lucila-Andimol]

Hi @Petter 

if hey have Sales Enterprise (or upgrade into it)

they can have the approvals functionality for deals and pipeline stages.

Here is an article about this

Of course information about the aprovals/rejections is store in the CRM for reporting.

Hope this helps

[Petter]

Thank you @Lucila-Andimol 

Yes they have sales enterprise and we have the approval process set up. But do you know where the approval history i stored and how detailed? I have not found a good information about this in HubSpot. 

The only property I found so far is the "Latest approval Status". We want to be able to collect data from When the deal was approved and by Who. Do you have any workaronund for that? 

[Lucila-Andimol]

Hey @Petter 

you can see all of that information from the deal card

here:

hope this helps

[Petter]

Thank you, yes I know that one. But when the deal moves out of the Pending Approval stage, that activity flow seems to be lost? At least I haven't found it on deals that are not in the Approval stage. 

The feature that my client wants is to be able to see approval history on all deals, no matter if they are in the approval stage or further down the pipeline. 

Any ideas? 

[Lucila-Andimol]

Yes, gotcha!

For now it is not possible natively, I imagine that in the future we will be able to create a report or a personalised card to visualise it.

[Petter]

Yes, hopefully this is something that will be added in the near future. Gonna check if there’s already a post in the Idea forum about this. Otherwise I’ll create one 😉
I mean the data is already in HubSpot so it’s kind of strange that it’s not viewable in all deal stage past the approval stage.

[Jnix284 · Accepted solution]

@Petter you might want to consider building a custom CRM card on the deal record that surfaces the approval information, we built something similar when I was at Aptitude 8 for a client that needed the approvals process documented.

[PamCotton]

Hey @Petter, thank you for posting in our Community!

You are correct in creating a custom object in HubSpot to track approvals. Each approval can be associated with a deal and include properties like approver name, status, date, and comments. I want to invite our top experts to share their thoughts.

@Jnix284 and @Lucila-Andimol do you have any recommendations for @Petter matter?

Thank you,

Pam