ApproveThis manages your karmaCRM Integration approvals.

Why Approval Workflows Matter More Than You Think

Let's cut to the chase - if your company's still running approvals through email chains or Slack threads, you're leaving money on the table. Every hour spent chasing signatures or explaining context to approvers is an hour not spent closing deals or serving customers. That's where connecting ApproveThis and karmaCRM through Zapier changes the game.

karmaCRM keeps your sales pipeline organized. ApproveThis keeps decisions moving. Combine them, and you've got a system where every new lead, deal, or company record automatically triggers the right approvals - without manual handoffs. We're talking about turning what used to be 3-day approval marathons into 3-click processes that happen while your team actually sleeps.

How This Combo Works for Real Businesses

Imagine a marketing agency onboarding a new client. Without integration: Sales rep closes deal → manually creates karmaCRM company → emails three directors for approval → waits days for responses → finally updates CRM. With integration: Deal closes → karmaCRM auto-triggers client onboarding approval → ApproveThis routes to correct managers → approvals happen via email → CRM updates automatically when greenlit.

Here's why this matters for companies between 50-5,000 employees:

• Sales teams: No more chasing internal approvals before sending proposals
• Operations: Auto-archive rejected requests without CRM clutter
• Finance: Instant deal approval thresholds before committing discounts

Three Ways to Connect the Dots (That Actually Work)

1. Auto-Approving New Company Onboarding

When your sales team adds a new company to karmaCRM, ApproveThis can:

• Route compliance checks to legal
• Trigger credit checks for finance
• Auto-approve low-risk clients under $5k

Real example: A manufacturing company uses this to screen new distributors. Their VP only gets involved if order potential exceeds $50k - everything else auto-approves through calculated fields.

2. Turning Approval Requests Into CRM Actions

When ApproveThis gets a new marketing spend request:

1. Auto-creates karmaCRM contact for the vendor
2. Attaches approval decision to the contact record
3. Sets follow-up tasks if approved

Pro tip: Use ApproveThis' vacation delegation so approvers out sick don't bottleneck purchases.

3. Closing the Loop on Deals

Approved a special pricing request? The integration can:

• Create a karmaCRM deal with approved terms
• Set probability to 100% once legal signs off
• Auto-log approval timeline in deal notes

Why it works: Sales reps stop hounding managers for status updates - they just check the deal record.

Setting This Up Without Losing Your Mind

Here's the 5-minute version:

1. Create Zapier account (if you don't have one)
2. Connect karmaCRM and ApproveThis as apps
3. Choose your trigger (e.g., "New Company" in karmaCRM)
4. Add ApproveThis action (e.g., "Create Request")
5. Map CRM fields to approval template

Key thing most companies miss: Set up approval thresholds first in ApproveThis. That way, small requests auto-approve while big ones get routed up.

Why This Isn't Just Another Integration

What makes ApproveThis + karmaCRM different:

For external teams: Clients or partners can approve via email without needing CRM access. No more buying extra karmaCRM seats just for occasional approvals.

For finance: Calculated fields automatically flag requests that exceed budget thresholds before they even reach approvers.

For managers: Real-time tracking shows exactly where bottlenecks happen - is legal taking 3 days on every NDA? Now you know.

Who Actually Benefits From This?

Professional Services Firms

Law firms use approval groups to get partner sign-off on new client intake. When conflicts check clears in karmaCRM, ApproveThis routes engagement letter approvals to the right practice group lead.

Healthcare Tech Companies

Patient onboarding requests trigger compliance approvals. Only HIPAA-certified vendors get auto-approved through conditional workflows.

Ecommerce Brands

Inventory purchase requests over $10k require COO approval. Below that? Auto-approved and pushed to procurement through karmaCRM tasks.

Common Mistakes (And How to Avoid Them)

Mistake #1: Using sequential approvals for everything. Fix: Only use sequential for legal/finance dependencies. Most approvals work better parallel.

Mistake #2: Not setting escalation rules. Fix: If an approval sits for 24hrs, auto-route to backup approver.

Mistake #3: Overcomplicating fields. Fix: Only map essential CRM data to approval requests. Context is good; noise isn't.

What You Can Do Next Week

1. Audit one approval process that's causing delays
2. Map how it currently flows through karmaCRM
3. Build the ApproveThis workflow in Zapier's free plan
4. Test with a small team for 3 days

Most companies see 60% faster approvals in their first month. The best part? Approvers don't need to learn new systems - they just click "Approve" in email.

Ready to Stop Chasing Approvals?

If you've got karmaCRM and approval bottlenecks, you've got two options: Keep doing manual handoffs, or try ApproveThis free for 14 days. No credit card needed, and our team will help set up your first workflow.

Get started now or book a 10-minute demo to see real examples from your industry.