How to Request Social Media Publishing Approval in Hubspot
The social publishing tools in Hubspot make it easy to request approvals before any post goes live. This helps teams collaborate safely, maintain brand standards, and avoid accidental posts on the wrong channel or at the wrong time.
This guide walks you step by step through requesting approval, sending reminders, canceling requests, approving or rejecting posts, and understanding permission requirements.
Understanding Hubspot social approvals
Before sending your first approval request, it helps to understand how social approvals work in Hubspot and who can do what inside the tool.
Who can create and request social posts in Hubspot
To work with social posts, a user must have one of the following:
- Permissions to publish social posts directly, or
- Permissions to create social posts that always require approval.
Depending on your role, you will either send posts for approval or approve content for others.
When approvals are required in Hubspot
Approvals are used when you want an extra review step before publishing. Typical scenarios include:
- Content created by junior marketers that must be reviewed by managers.
- Posts that need legal or compliance review.
- Brand campaigns that require cross-team signoff.
The approval workflow ensures that only a user with the right permissions can finalize and publish each social post.
How to request approval for a social post in Hubspot
Once you have created a draft post in the social publishing tool, follow these steps to request approval from another user in Hubspot.
Step 1: Open the composer in Hubspot
- Log in to your Hubspot account.
- Navigate to Marketing > Social.
- Select the account and open the social post you want to send for approval, or create a new draft.
Make sure your content, channels, and schedule are set correctly before sending the approval request.
Step 2: Choose the approver
Inside the social composer, you can select who should review the post. Typically, this will be a manager or another team member responsible for social publishing in Hubspot.
- Look for the option to Request approval.
- Select the user or users who should approve the post.
- Optionally add a note explaining context, campaign goals, or requested changes.
The approver will receive a notification inside Hubspot and, depending on their settings, by email as well.
Step 3: Send the approval request
- Review the post content, image, channel, and scheduled time.
- Click the button to send your approval request.
- Confirm any prompts to finalize the request.
After you send the request, the post status changes to indicate that approval is pending. You will not be able to publish it yourself unless you also have publishing permissions in Hubspot.
Managing pending approval requests in Hubspot
Once a post is waiting for review, you may need to remind the approver or cancel the request if plans change.
Send a reminder for a Hubspot approval request
If the approver has not responded and a deadline is approaching, you can send a reminder:
- Go back to Marketing > Social in Hubspot.
- Filter or view posts with a Pending approval status.
- Open the relevant post.
- Use the option to Send reminder to the assigned approver.
This reminder triggers a new notification to the approver so they can quickly review the post.
Cancel a Hubspot approval request
Sometimes you may need to stop the review process, for example when campaign dates change or the content is no longer needed.
- Open the pending post in the Hubspot social tool.
- Locate the approval status section.
- Click the option to Cancel request or similar action.
Once canceled, you can update the post, delete it, or create a new approval request later.
How to approve or reject a social post in Hubspot
Users with adequate permissions can review and decide whether a post should go live. The actions you can take depend on your role and the settings in Hubspot.
Reviewing a pending Hubspot post
- Open your notifications or go to Marketing > Social.
- Filter for posts that are Pending approval.
- Open the post to review the content, channels, timing, and notes.
Check that the text follows brand guidelines, the visuals are correct, and the schedule aligns with your strategy.
Approve and publish the Hubspot post
If everything looks correct, you can approve the post:
- Click Approve within the post.
- Depending on configuration, the post may:
- Be scheduled to publish at the specified time, or
- Be queued for manual publishing by a user with publishing permissions.
The exact behavior depends on how your Hubspot account handles approved posts.
Reject a Hubspot post and request edits
If changes are needed, you can reject the post instead of approving it:
- Select Reject (or the equivalent option) on the post.
- Provide comments describing what must be changed, such as tone, links, images, or timing.
- Send the rejection so the creator can revise the post.
The original author will receive a notification in Hubspot and can update the post and send it for approval again.
Permissions needed to manage approvals in Hubspot
Permissions determine whether a user can create, request, approve, or publish social posts. Managing these correctly ensures that the approval process works as intended.
Typical permission roles in Hubspot social tools
- Creators: Can draft posts and send them for approval.
- Approvers: Can approve or reject posts, and may be able to publish.
- Administrators: Configure permissions, channels, and overall social settings.
Review your permission setup regularly to confirm that only qualified users can approve and publish content in Hubspot.
Best practices for social approvals in Hubspot
To get the most from the approvals workflow, combine platform features with clear internal processes.
- Define who approves which channels or campaigns.
- Set expected response times for approval requests.
- Use notes to give approvers full context.
- Regularly audit pending posts so nothing gets stuck.
Document your internal workflow alongside the built-in approvals in Hubspot so new team members can ramp up quickly.
Where to learn more about Hubspot social approvals
For the full official documentation, visit the Hubspot knowledge base article on social approvals at this support page.
If you need broader help planning social strategy, workflows, and integrations around Hubspot, you can also consult specialist agencies such as Consultevo for implementation and optimization guidance.
By combining a clear internal process with the built-in approval features, your team can use Hubspot to publish social content confidently while maintaining strong control over brand and compliance.
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