You can now view and manage your Mutual Action Plans (MAPs) directly inside HubSpot, making it easier to track deal progress without switching tools.
This feature gives you real-time visibility into your Mutual Action Plans right from the deal record.
What This Feature Does
When a Pod with a Mutual Action Plan is linked to a deal, you can:
See the current progress of the MAP
View all mutual action plan steps directly in HubSpot
Identify overdue steps at a glance
Update steps and have changes sync automatically
How to View a Mutual Action Plan in HubSpot
Open a deal in HubSpot.
Scroll down within the deal record.
Locate the Mutual Action Plan section.
Review the mutual action plan details and overall progress.
The Mutual Action Plan shown here is the same one created in your pod and stays in sync.
How to Update Action Plan Steps
Within the Mutual Action Plan section, update any steps as needed.
Mark steps as complete or adjust their status.
Refresh the HubSpot deal page if needed.
Any updates you make will be reflected immediately, keeping your plan up to date.
Why This Is Useful
Track deal progress without leaving HubSpot
Quickly spot overdue steps that need attention
Keep sales and customer teams aligned in one place
Maintain a clear, shared view of next steps
Summary
Viewing Mutual Action Plans inside HubSpot gives you a simple, centralised way to understand how your deal is progressing and what needs to happen next, all without jumping between tools.