🔗 HubSpot KB Bridge: Export approvals
💡 Core Capability
You can set up an approval process for CRM exports so that user exports must be reviewed and approved before records are exported from your account. When export approvals are turned on, users whose exports meet the specified criteria cannot export records, segments, or property history without approval.
🛠️ Key Operations & Headings Outline
- Set up export approvals
- Grant export approval permissions to users
- Exports approver permission
- Export without approval permission
- Approve or reject an export
- Related content
📋 Subscription Availability
- Marketing Hub Enterprise
- Sales Hub Enterprise
- Service Hub Enterprise
- Data Hub Enterprise
- Content Hub Enterprise
🔗 WayCup Operations & Workspace Context
- No active client notes are currently wikilinked to this capability. Useful as general reference for HubSpot features.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot