ApproveThis manages your Agendor Integration approvals.

When Your CRM Needs Adult Supervision

Let's be real - sales teams move fast. Deals get created, stages change, and suddenly you've got reps promising discounts that finance never approved. Meanwhile, your Agendor CRM becomes a graveyard of deals stuck in "awaiting approval" purgatory. That's where pairing ApproveThis with Agendor via Zapier becomes your secret weapon.

ApproveThis acts like the bouncer for your sales pipeline. Every time a new deal gets created in Agendor or moves to a critical stage, we automatically trigger approval workflows. Sales keeps moving at their pace, finance maintains control, and nobody has to play email tag with PDF attachments. It's not about slowing things down - it's about removing the stupid bottlenecks that make everyone hate process.

Why This Combo Works for Brazilian Companies (And Everyone Else)

Agendor's built for complex, relationship-heavy sales cycles common in Brazil. But long cycles mean more approval touchpoints - pricing exceptions, contract terms, implementation resources. ApproveThis layers on:

• Automatic deal approval triggers when Agendor pipelines hit predefined stages
• Parallel approvals across finance/legal/sales ops without license fees for external approvers
• Real-time tracking that shows up in Agendor as deal notes

We've seen construction suppliers cut approval time on bulk material orders from 3 days to 4 hours. SaaS companies auto-route enterprise deal discounts to the right VP based on deal size. The kicker? Approvers only need email - no new logins, no extra seats on your Agendor plan.

Three Ways This Integration Actually Gets Used

1. New Deal Auto-Approvals

When a sales rep creates a R$500k+ deal in Agendor, ApproveThis:

1. Checks if discount exceeds 15%
2. Routes to Regional Director + CFO if threshold hit
3. Updates Agendor deal notes with approval status

Who cares: Mid-market tech companies where sales ops needs to audit deal margins before committing resources.

2. Approval Tasks That Don't Get Lost

Every ApproveThis request auto-creates an Agendor task with due dates. Sales managers see pending approvals right next to their pipeline reviews. Miss a deadline? The task turns red. Finance takes too long? The deal owner gets notified in Agendor.

Who cares: Medical equipment distributors requiring compliance sign-offs before submitting government bids.

3. Stage Gatekeeper

When deals move to "Contract Review" in Agendor, ApproveThis:

• Generates legal approval workflow
• Attaches latest proposal PDF from Agendor
• Locks deal stage until all sign-offs complete

Who cares: Enterprise consultancies managing multi-department client onboarding.

Setting This Up Without IT Involvement

Here's the beauty of Zapier - your sales ops manager can connect Agendor to ApproveThis in 15 minutes:

Basic Connection Steps

1. In Zapier, choose Agendor's "New Deal" trigger
2. Map key deal fields to ApproveThis request template
3. Set approval rules (thresholds, approvers, escalation paths)
4. Test with a R$1 dummy deal

Pro tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Agendor's deal size or product mix. No coding - just "If deal value > X, route to Y".

Department-Specific Wins

Sales Teams

Reps stop playing approval detective. They see real-time status in Agendor activity feeds instead of chasing emails. Vacation delegation means deals don't stall because a director is at a conference.

Finance Teams

Get context-rich approval requests with Agendor deal data pre-attached. Auto-approve small discounts, escalate big ones. Audit trails live in both systems.

Sales Ops

Finally enforce approval compliance without being the bad guy. Use approval metrics to identify process bottlenecks (looking at you, legal team).

Why This Isn't Just Another Integration

Most CRMs bolt on basic approval features. Agendor + ApproveThis is different because:

External approvers don't cost you: Clients can approve NDAs via email without Agendor licenses. Partners approve PO terms without getting deep into your CRM.

Approval logic adapts to your process: Using Agendor's custom deal stages? Map them to different approval workflows. Have regional approval rules? Set thresholds by territory.

It's bi-directional: Approvals update Agendor deal records, denials trigger new Agendor tasks. No more sync issues.

Real Limitations (We're Not Magicians)

This won't fix fundamentally broken processes. If your legal team takes 2 weeks to review contracts, automation just makes that failure visible faster. Also:

- Complex multi-CRM environments need custom mapping
- Approval rules can't reference Agendor data not in the initial trigger
- Brazilian tax compliance still requires human lawyers (sorry)

Getting Started Without the BS

If you're using Agendor seriously, you've outgrown manual approvals. Here's how to pilot this:

1. Register for ApproveThis - free for 3 workflows
2. Connect to Agendor via Zapier using pre-built templates
3. Run one approval flow (contract reviews work well)
4. Check if deals move faster without more meetings

Or book a 15-minute demo where we'll show how a logistics company cut approval loops by 62% using these exact steps. No sales poetry - just screenshares and specific answers.

The Bottom Line

ApproveThis + Agendor via Zapier is about removing approval friction, not adding process. It's for teams tired of:

- Deals stalling because someone didn't check email
- Finance vetoing discounts they could've approved earlier
- Clients asking "Where's the contract?" for the 10th time

The integration works because it meets salespeople where they live (Agendor) while giving approvers the simplest possible path (email). No revolution - just removing dumb obstacles.