ApproveThis manages your CRM in Cloud Integration approvals.

When Your CRM Gets Approval Superpowers

Let’s cut to the chase: Your CRM holds the keys to your customer relationships. ApproveThis controls the gates where decisions get made. Connect them via Zapier, and suddenly you’ve got a self-driving approval machine that keeps deals moving while you focus on actual work.

CRM in Cloud handles contacts, quotes, and opportunities like a champ. ApproveThis adds the layer of structured decision-making that keeps things compliant without slowing down your team. Together, they solve the “waiting on approvals” black hole that kills deal velocity and frustrates everyone from sales ops to accounting.

How This Combo Actually Works (No Fluff)

ApproveThis plugs into CRM in Cloud through pre-built Zapier connections. Translation: When something happens in your CRM – new quote, updated lead, won opportunity – it automatically kicks off approval workflows. No manual data entry, no chasing down approvers, no lost requests.

Key technical bits:

• Approvers interact via email – no need for CRM licenses
• Conditional logic routes requests based on deal size, department, or custom rules
• Real-time sync keeps CRM records updated as approvals happen

This isn’t “nice-to-have” automation. For companies scaling past 100 employees, it’s what separates controlled growth from approval chaos.

Real-World Use Cases That Actually Matter

1. Quote Approvals That Don’t Kill Sales Momentum

Scenario: Your sales team creates a quote in CRM in Cloud. Instead of Slack-bombing their manager, ApproveThis automatically:

• Routes based on discount percentage
• Escalates to CFO if over $50K
• Updates CRM status once approved

Who benefits: Manufacturing companies with complex pricing tiers. Suddenly, regional sales managers can approve standard deals while exceptions get fast-tracked without endless meetings.

2. Lead Qualification That Actually Works

Problem: Marketing hands off “leads” that sales ignores. Solution: Auto-trigger approval requests when leads hit certain lead scores in CRM in Cloud. Sales managers approve/deny right from their inbox, with all lead details pre-attached.

Real impact: Media agencies use this to filter out tire-kickers before wasting creative resources. Approve threshold? 2+ demos booked and budget confirmed.

3. Opportunity Updates That Keep Execs Off Your Back

Here’s the pain: Leadership lives in dashboards but never trusts the numbers. Fix: When deals move to “Closed Won” in CRM in Cloud, ApproveThis requires final sign-off from operations before updating financial projections. All approvals are audited – no more phantom deals.

Who cares: SaaS companies with investor reporting requirements. Now the CFO gets automated proof that $250K ARR deal was actually approved by both Sales VP and Legal.

4. Activity Tracking That Doesn’t Require Nagging

Classic issue: Sales says they followed up, CRM says otherwise. Fix: Auto-create approval requests for key activities like contract reviews or demos. No checkmark in ApproveThis? The activity never happened as far as commissions are concerned.

Brutal truth: This works because it ties approvals to compensation. Suddenly, CRM hygiene improves without a single training session.

Setup That Won’t Make You Want to Quit Tech

Here’s the 5-minute version:

1. Create your approval templates in ApproveThis (think: discount requests, lead approvals)
2. In Zapier, choose triggers from CRM in Cloud (new quote, lead score change)
3. Map CRM fields to ApproveThis requests
4. Set up approval logic (who needs to sign off, escalation rules)
5. Connect approval outcomes back to CRM updates

Pro tip: Start with one high-impact workflow – like deal discounts over 15%. Prove value fast, then expand.

Why This Isn’t Just Another Integration

ApproveThis brings specific firepower that generic CRMs lack:

Approval thresholds: Auto-approve small expenses but require eyes on big spends. CRM in Cloud tracks the data, ApproveThis enforces the rules.

Delegation that works: Sales director on vacation? Approvals auto-reassign without dropping balls. CRM activities still reflect the right owner.

Calculated fields: Automatically flag deals where commission + discount exceeds policy limits. No more spreadsheet gymnastics.

Teams That Get Superpowers

Sales Ops

Finally enforce discount policies without being the bad guy. Approval trails in ApproveThis show who approved what – perfect for audit season.

Finance

Get real-time visibility into pending deals affecting revenue forecasts. No more surprise discounts blowing holes in the budget.

Customer Success

Automatically trigger contract renewal approvals 90 days out. CRM in Cloud tracks the dates, ApproveThis handles the sign-offs.

The Bottom Line for Grown-Up Companies

If you’re between 50-5000 employees, manual approvals are either already a problem or about to be. CRM in Cloud + ApproveThis via Zapier isn’t about being fancy – it’s about eliminating the approval bottlenecks that frustrate teams and leak revenue.

Key things to remember:

- Approvers don’t need CRM licenses – perfect for external partners
- All rules are enforced in the background, no nagging required
- Audit trails auto-generated for compliance

Ready to Stop Being an Approval Bottleneck?

This isn’t a “digital transformation” play. It’s a “stop wasting time on administrative crap” solution. Either you control your approval processes, or they control you.

Get started with ApproveThis today or book a 15-minute demo to see how it plugs into CRM in Cloud. No sales jargon, just real workflows that work.