HubSpot + Approval made easy.
MESA is the easiest way to create HubSpot and Approval integrations so you can automate any work - no code required.
MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?
How does Approval work with HubSpot?
With HubSpot and Approval by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.
Enhanced Decision Control
By integrating Approvals, you can insert critical checkpoints within automated workflows. This ensures that sensitive or significant decisions, such as discounts over a certain percentage or large bulk orders, are reviewed by a human, maintaining a balance between automation and human judgment.
Risk Mitigation
Approvals add an essential layer of security and oversight, reducing the risk of errors or unauthorized actions. For instance, approving or denying a refund request based on specific criteria ensures that refunds are handled appropriately, minimizing potential losses or fraudulent activities.
Custom Workflow Management
The flexibility to add approval steps within various parts of the workflow allows for customization that aligns with the business's unique processes and policies. Whether it's quality control, finance, or customer service, Approvals can be tailored to different departments.
Improved Collaboration and Accountability
Approvals foster collaboration by involving relevant team members in decision-making processes. This encourages clear communication and creates a documented trail of who approved or denied a specific action.
Solve more business-critical tasks
MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.
Loved by 1k+ brands using Shopify & Shopify Plus.
How to connect HubSpot to Approval
Connecting HubSpot to Approval has never been easier. With MESA, making complex integrations between HubSpot and Approval by MESA only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.
- First, create a new workflow in MESA.
Workflows are simply the steps of an automation that runs automatically.
- Next, pick one of the apps as a trigger step - this will start your workflow.
This is what kicks off your automation to run automatically.
- Then, choose an action step from another app for unique customization.
This is where the magic happens. 🪄
- Lastly, personalize the data being sent from one app to another.
Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.
- Finished!
Just turn on this HubSpot to Approval workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!
Build your own HubSpot Approval by MESA workflows using these steps
Quickly make any workflow between two or more apps.
These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…
- Contact Created
- Starts when a contact is created.
- Contact Updated
- Starts when a contact is modified with new information.
- Company Created
- Starts when a company is created.
- Company Updated
- Starts when a company is modified with new information.
- Deal Created
- Starts when a deal is created.
- Deal Updated
- Starts when a deal is modified with new information.
These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…
- Approval
- Pause any automation and require manual approval of data that's about to be published to the next step.
- Create Contact
- Create a new contact in Hubspot.
- Retrieve Contact by ID
- Grab all details about a contact by ID.
- Update Contact
- Modify a contact with new information.
- Delete Contact
- Remove an existing contact.
- Get List of Contacts
- Obtain a list of existing contacts.
- Create Company
- Create a new company in Hubspot.
- Update Company
- Modify a company with new information.
- Retrieve Company
- Grab a list of existing companies.
- Delete Company
- Remove an existing company.
- Get List of Companies
- Obtain a list of existing companies.
- Create Deal
- Create a new deal in Hubspot.
- Retrieve Deal
- Grab a list of existing deals.
- Update Deal
- Modify a deal with new information.
- Delete Deal
- Remove an existing deal.
- Get List of Deals
- Obtain a list of existing deals.
- List Contact Associations
- Obtain a list of existing companies or deals associated with a contact.
- Create Contact Assocation
- Link a contact to an existing company or deal.
- Delete Contact Assocation
- Unlink a contact from an existing company or deal.
- List Company Associations
- Obtain a list of existing contacts or deals associated with a company.
- Create Company Assocation
- Link a company to an existing contact or deal.
- Delete Company Assocation
- Unlink a company from an existing contact or deal.
- List Deal Associations
- Obtain a list of existing companies or contacts associated with a deal.
- Create Deal Assocation
- Link a deal to an existing company or contact.
- Delete Deal Assocation
- Unlink a deal from an existing company or contact.
- Search for Contact
- Conduct a search for an existing contact.
- Search for Deal
- Conduct a search for an existing deal.
- Search for Company
- Conduct a search for an existing company.
One-day Workflow Wizards
Not interested in learning another app? Oooh, we get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.
- Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetative tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
- We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll setup each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
- Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to strealine your efforts and enjoy the automation lifestyle! 🚀
Learn more about Approval by MESA integrations
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