ApproveThis manages your webCRM Integration approvals.

Why Your CRM Needs an Approval Wingman

Let’s be real: CRMs like webCRM are great at tracking deals, but they’re terrible at handling the “can we actually do this?” conversations. That’s where ApproveThis comes in – think of it as the bouncer for your sales process. Together, they turn messy email chains and Slack pings into a clean, auditable system where deals get approved faster and nobody falls through the cracks.

What Happens When You Stop Playing Email Tag

Sales teams live in webCRM. Legal lives in contracts. Finance lives in spreadsheets. ApproveThis acts as the bridge between these worlds. When you connect them via Zapier, you’re not just automating clicks – you’re fixing the approval bottlenecks that make deals stall and reps frustrated.

Key Features Working Together

ApproveThis brings: Multi-step approvals, conditional logic (“If deal size > $50K, loop in CFO”), and email-based approvals so external partners don’t need new logins.

webCRM handles: Deal tracking, client comms, and activity logging. Combined, they create a closed-loop system where every approved deal automatically updates your CRM, and every CRM action can trigger approval checks.

Real-World Use Cases (No Fluff)

1. Opportunity Approvals That Don’t Kill Momentum

The Problem: Your rep lands a $120K upsell. They need discounts, custom terms, and resource commitments. Cue two weeks of Slack storms.

The Fix: Set up a Zap where new webCRM opportunities over $100K auto-create an ApproveThis request with:

• Pre-filled deal specs from webCRM
• Auto-routing to sales director > CFO > legal based on thresholds
• Approval status synced back to webCRM as a deal stage

Who This Helps: Mid-market SaaS companies where deals often require pricing exceptions or custom SLAs.

2. Client Onboarding Without the Spreadsheet Circus

The Problem: New client requests a dedicated account manager and API access. Your AE is chasing 3 departments for sign-offs.

The Fix: Trigger an ApproveThis workflow from webCRM when a deal moves to “Closed-Won” that:

• Gathers internal approvals from support, engineering, and account management
• Uses calculated fields to estimate onboarding costs
• Auto-creates a support case in webCRM once fully approved

Who This Helps: Agencies or consultancies with complex client onboarding requiring cross-team coordination.

3. Renewal Escalations That Actually Work

The Problem: A high-value account is at risk. Your CSM needs discount authority fast, but finance is MIA.

The Fix: Create a Zap that triggers an ApproveThis request when a webCRM support case is tagged “Renewal Risk” with:

Auto-escalation rules (“If no response in 24h, notify VP of Sales”) and syncs the final decision back to webCRM as a new activity. Approvers get emailed links – no CRM access needed.

Who This Helps: Subscription-based businesses with strict discounting controls but competitive renewal cycles.

Setup That Takes Minutes, Not Days

Step 1: Connect Zapier to both ApproveThis and webCRM (admin rights required)

Step 2: Pick your trigger – common options:

- New/updated webCRM opportunity → Create ApproveThis request
- Approved/denied request in ApproveThis → Update webCRM activity
Step 3: Map critical fields (deal ID, amount, contacts) between systems

Pro Tip: Use ApproveThis’ calculated fields to auto-set approval thresholds based on webCRM data (e.g., “If opportunity type = Enterprise, require CRO approval”).

Why Your Finance Team Will Stop Yelling

Approval thresholds in ApproveThis let you set hard rules:
- Deals under $10K? Auto-approved.
- Payment terms over 60 days? CFO + legal required.
These rules sync with webCRM data, so reps can’t “forget” to escalate – the system enforces it.

For Support Teams: Less Chaos, More Context

When an ApproveThis request for custom support gets approved:
1. Auto-create a webCRM support case with all approved details
2. Tag the case with the original approval ID
3. Notify the client via webCRM’s comms tools
Result? Support isn’t blindsided by complex requests, and clients get consistent updates.

The License Advantage (Cha-Ching)

ApproveThis approvers only need email – no webCRM seats required. Key for:
- External partners approving contracts
- Execs who only log in to veto things
- Temp staff during peak seasons
Audit trails in ApproveThis show who approved what, when, and why – without cluttering your CRM.

When to Stick With Manual Approvals

This combo isn’t for every scenario. Avoid automating:
- Hyper-sensitive deals needing offline discussions
- First-time requests from top-tier clients (human touch still matters)
- Approvals requiring physical signatures (use a dedicated e-sign tool instead)

Bottom Line: Approval ≠ Bottleneck

Companies between 50-5k employees use ApproveThis + webCRM to:
- Cut approval times from days → hours
- Reduce “I thought you handled that” errors by 63%*
- Give sales reps real-time status updates without micromanaging
*Based on internal customer surveys – your mileage may vary, but probably not by much.

Ready to Stop Herding Cats?

If your sales team’s Slack channel looks like an approval graveyard, it’s time to act. Start a free ApproveThis trial or book a 15-minute demo to see how it plays with webCRM. No sales jargon, just a working system you can test with your messiest deal.