DealGuard
Built by - Codestack consulting limited
Installs - <10 installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared DealGuard Subscription - PRO plan
Overview
1/6 - Deal Guard
Sales teams close deals fast — but without a structured approval process, discounts get approved verbally, large deals bypass finance, and there's no record of who signed off on what. DealGuard fixes this.
When a deal value exceeds your threshold, or any custom property hits a limit you define, DealGuard automatically routes the deal through an approval chain — notifying the right people in sequence, capturing every decision, and blocking nothing until the right person signs off.
Approvers get a clear email with full deal context and a single click to approve or reject. They don't need a HubSpot account. No extra licences, no new tools to learn.
Every approval, rejection, and comment is logged with a timestamp and the approver's name — giving sales managers, finance teams, and auditors a complete, exportable audit trail.
Whether you need sign-off on enterprise deals, margin approvals, partner discounts, or contract values, DealGuard enforces your approval policy automatically — inside HubSpot, without disrupting your sales workflow.
Features
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Automatic approval routing
Deals trigger approval chains automatically when thresholds are exceeded
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Multi-step approval chains
Sequential approvers notified in order, each step unlocked on approval
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Custom Property triggers
Trigger approvals on any HubSpot deal property, not just deal amount

Email-based approvals
Approvers approve or reject directly from email, no HubSpot login needed

Compliance reporting
Filter approval history and export to CSV for audits and management reporting

Full audit trail
Every decision logged with approver name, timestamp, and comments
App Functionality
Shared Data
Deals | ||
Line Items | ||
Deal Properties |
Here's the full shared data detail:
What is read
Deal amount
Deal stage
Any custom deal properties defined in approval rules (e.g. expected_margin, partner_discount)
Deal name and ID (for display in notifications and dashboard)
What is written
Nothing. DealGuard does not write to any HubSpot object.
How it is used
Deal properties are read at the point an approval is triggered — either automatically via webhook when a property changes, or manually when a rep requests approval
Data is used solely to evaluate whether the deal matches an approval rule
Deal data is not stored permanently — only the deal name, amount, and ID are retained on the approval request record for audit trail purposes
Retention and security
OAuth tokens are encrypted at rest
Deal data is not sold, shared, or used for any purpose other than providing the DealGuard approval service
Data is stored on EU-based infrastructure
Reviews
Pricing
PRO
$69
/monthFree to install, then $99/month
Approval dashboard
Auto reminders & expiry
Full audit trail
Email notifications
Deal record card in HubSpot
Multi-step approval chains
Unlimited approval rules
PRO
$69
/monthFree to install, then $99/month
Approval dashboard
Auto reminders & expiry
Full audit trail
Email notifications
Deal record card in HubSpot
Multi-step approval chains
Unlimited approval rules
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 04/23/2026
More info
Built by - Codestack consulting limited
Installs - <10 installs
Categories Languages this app is available in English
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