Getting Started
Five steps from install to your first approval.
- 1Install DealGuardClick the install link and authorise with HubSpot.
- 2Open any deal recordHead into HubSpot and open a deal you want to protect.
- 3Add the App cardClick Customize (grid icon, top right) → Add cards → App cards → DealGuard → Save.
- 4Create your first ruleOpen the DealGuard Settings card → Add Rule → configure trigger, threshold, and approvers.
- 5Test the flowChange a deal property above your threshold — the approval request triggers automatically.
Creating a Rule
Every rule needs a name, a trigger, and an approver chain.
| Field | Description |
|---|---|
| Name | A clear name e.g. "Enterprise Deal Approval". |
| Trigger Type | Deal Amount, Deal Stage, or Custom Property. |
| Operator | Greater than, At least, Less than, Between. |
| Value / Threshold | e.g. 1000000 for Deal Amount > £1M. |
| Approver Chain | Add approvers in order — name and email only needed. |
Trigger Types
Pick the trigger that matches your governance policy.
Deal Amount
Triggers when a deal's value exceeds your threshold.
Deal Stage
Triggers when a deal moves to a specific pipeline stage.
Custom Property
Triggers on ANY HubSpot deal property you define.
Tip: Use the internal property name from HubSpot → Settings → Properties → Deal properties.
How Approvals Work
From trigger to final decision — no HubSpot login required for approvers.
- 1
Deal matches rule → approval request created automatically.
- 2
Step 1 approver notified by email.
- 3
Approver clicks Approve or Reject in the email — no HubSpot login needed.
- 4
If approved and more steps exist → next approver notified.
- 5
Fully approved → requester notified, deal card updates.
- 6
Rejected → requester notified with reason.
Reminders & Expiry
Automatic nudges keep deals moving.
Dashboard
Everything your audit team needs, in one place.
- ✓Full approval history with search and filter
- ✓Filter by status, date, deal name
- ✓CSV export for compliance reporting
- ✓Billing and subscription management
Simple pricing
Pick monthly flexibility or save 30% with annual billing.
Billed monthly. Cancel any time.
Save 30% with annual billing.
14-day free trial, no credit card required.
Need Help?
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Click the chat button in the bottom right corner for instant answers.