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DealGuard

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App

DealGuard

Stop unauthorised discounts. Route deals through approval chains before they close.
Installs
<10 installs
Sign in to installRequires DealGuard subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
DealGuard Subscription
PRO plan

Overview

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

Deal Guard

Automatic approval routing

Deals trigger approval chains automatically when thresholds are exceeded

Deal Guard

Multi-step approval chains

Sequential approvers notified in order, each step unlocked on approval

Deal Guard

Custom Property triggers

Trigger approvals on any HubSpot deal property, not just deal amount

Deal Guard

Email-based approvals

Approvers approve or reject directly from email, no HubSpot login needed

deal guard

Compliance reporting

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

deal guard

Full audit trail

Every decision logged with approver name, timestamp, and comments

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Deals

Deals

Deals

Line Items

Line Items

Line Items

Deal Properties

Deal Properties

Deal Properties

More info about shared data

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

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PRO

14 day free trial

$69

/month

Free 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

Monthly at $99/month or save 30% with annual billing at $828/year. No credit card required to start.

PRO

14 day free trial

$69

/month

Free 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

Monthly at $99/month or save 30% with annual billing at $828/year. No credit card required to start.

* 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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