ApproveThis manages your Moskit Integration approvals.

When Sales Meets Approval Muscle

Let's cut to the chase: sales teams move fast, approvals move slow. That disconnect costs deals. Moskit CRM organizes your sales chaos – contacts, deals, activities. ApproveThis organizes your approval chaos – decisions, sign-offs, accountability. Together? They turn stalled processes into competitive advantages.

Here's why mid-sized companies (50-5k employees) care: You're big enough that "just Slack it to the boss" doesn't scale, but small enough that clunky enterprise software kills momentum. This integration works like your team does – action-oriented, no fluff.

Where Moskit Ends and ApproveThis Begins

Moskit owns the pipeline. ApproveThis owns the green light. Example: Your AE closes a deal in Moskit. Without integration, they're now emailing Finance for contract approval, CC'ing Legal, chasing replies... you know the drill. With the zap? That won deal auto-triggers an approval chain in ApproveThis. Legal gets it immediately, Finance reviews terms, and the AE isn't playing middleman.

Key differentiator: ApproveThis approvers don't need Moskit licenses. Huge for involving external partners or execs who shouldn't have full CRM access. They approve via email, done. No new logins, no extra seats.

Real-World Use Cases That Don't Suck

1. The "Closed-Won" Time Bomb

Problem: Sales celebrates a win, Operations gets blindsided. Example: A SaaS company closes a custom integration deal. Dev team wasn't looped in early, now scrambles to meet unrealistic timelines.

Fix: Zap triggers ApproveThis workflow the second Moskit marks deal won. Dev lead, Legal, and Support get approval tasks with deal specifics. No one's surprised, everyone commits.

2. New Client Onboarding Gridlock

Problem: New company in Moskit = 5 departments manually checking compliance docs. Slows down kickoff, annoys clients.

Fix: New Moskit company record? Auto-send approval request with embedded docs (contract, NDA, etc.). Approvers from Legal, Finance, and CS review in parallel. Client gets start date faster.

3. The Approval Black Hole (And How to Escape It)

Problem: Deal approvals get lost between CRM and email. Reps can't track progress, managers can't prioritize.

Fix: Every Moskit deal update (stage change, new note) can trigger ApproveThis status emails. Sales lead sees "Approval stuck at Legal" without leaving Moskit. Legal gets nagged automatically after 24hrs.

Setup That Doesn't Require an IT Degree

Zapier's the glue here. If you can set up a Slack channel, you can do this:

1. Grab your Moskit and ApproveThis accounts (obviously)
2. Connect both to Zapier – takes 2 mins per app
3. Pick a trigger (e.g., "Deal Won" in Moskit)
4. Choose resulting action ("Create Approval Request" in ApproveThis)
5. Map fields (Moskit deal ID → ApproveThis reference #)

Pro tip: Use ApproveThis' Calculated Fields to auto-flag high-risk deals. Example: If Moskit deal amount > $50k, route to CFO. Below that? Sales director approves. Done in setup.

Department Wins That Actually Matter

Sales Teams:

Less chasing, more closing. Approval statuses visible in Moskit activity streams. Vacation Delegation means deals don't die because the VP's at a conference.

Finance/Legal:

Get context before the request hits their inbox. ApproveThis pulls Moskit data (contract value, client tier) so they know what's urgent.

Customer Success:

New client approvals happen before kickoff calls. No more "We thought Legal cleared that!" awkwardness.

Why This Isn't Just Another Integration

Most CRM+approval combos just shuffle data. This one shortens cycles. How?

• Email approvals: External partners approve without Moskit logins
• Thresholds: Auto-approve small discounts, escalate big ones
• Real-time tracking: See approval bottlenecks IN the CRM

Example: A manufacturing co. uses approval thresholds. Moskit deals with <10% discount auto-approve. Over 10%? Routes to regional manager. Over 25%? CFO gets it. No manual sorting.

Cool Features You'll Actually Use

Beyond the basics, here's where this combo shines:

Dynamic Fields: Pull Moskit data (deal size, client type) into ApproveThis logic. Example: Enterprise deals >$100k require CRO sign-off automatically.

Approval Groups: Marketing needs 3 people to approve a promo deal? Set it once, forget it. Moskit triggers it, ApproveThis handles the rest.

Audit Trails: When compliance asks "Who approved this Moskit deal?" – it's all there. No digging through emails.

Bottom Line: This Ain't for Everyone

If your sales team is 5 people and the CEO approves everything? Overkill. But if you're scaling past the startup phase, and deals get stuck in committee purgatory? This is your fix.

ApproveThis isn't trying to replace your CRM. Moskit isn't trying to handle your approvals. Together, they cover each other's blind spots.

What Now?

If your deals take longer to approve than to sell, you're bleeding revenue. Period.

Book a 15-minute demo – we'll show how to connect Moskit in real-time. Or start a free trial and zap it yourself. Your choice.

P.S. If your sales team still approves deals via WhatsApp... we can't help you. Yet.