Review and approve CRM changes
Open Claude's approval link, or find waiting changes under Connections → your CRM. These approvals apply to HubSpot; Salesforce records cannot be changed through GrowthBricks.
- Claude proposesRecord, fields and reason
- You checkApprove the exact change
- HubSpot is updatedCheck the final status
Allow writes and the right permission are required. Approval does not send a buyer message.
Check the exact record, proposed text, owner and dates. Approve if correct, reject if unnecessary, or ask Claude to prepare a correction.
Approval starts the write. Check the final status and CRM link to confirm it succeeded.
If approval is unavailable, read the message. Your workspace owner can check your permission and the connection's Allow writes setting.
Knowledge suggestions have a separate review in What we know. Neither approval sends a message to a buyer.