ApproveThis manages your Bloom Integration approvals.

Two Platforms, One Competitive Edge

When Bloom’s CRM meets ApproveThis’s approval automation, businesses gain more than efficiency – they gain precision. Bloom excels at centralizing client relationships, contracts, and project data, while ApproveThis adds structure to the decision-making that happens around that data. Together, they turn fragmented processes into closed-loop systems where approvals aren’t just tracked – they’re strategically managed.

Consider this: 23% of delayed projects stem from approval bottlenecks (PMI, 2023). By connecting Bloom’s triggers to ApproveThis’s workflows, teams eliminate guesswork about who needs to sign off on contracts, budgets, or client requests. The result? Faster cycles for sales deals, fewer compliance risks, and clearer accountability across departments.

Why This Integration Works

Bloom users already manage critical paths in client projects and sales pipelines. ApproveThis adds governance without adding complexity. Key advantages:

• External-Friendly Approvals: Clients or vendors can approve Bloom-related requests via email without needing Bloom licenses.
• Conditional Logic: Auto-approve contracts under $5K in Bloom, while routing larger deals to legal teams.
• Audit Trails: Every approval decision made in ApproveThis links back to Bloom records for compliance.

A marketing agency, for instance, could auto-create approval requests in ApproveThis when Bloom detects a signed client contract. Partners receive an email to greenlight project kickoffs, while internal teams get parallel approvals for resource allocation – all synced to Bloom tasks.

Three Ways Teams Use This Integration

1. Contract Governance for Legal & Sales

When Bloom’s contract management triggers a signed event, ApproveThis can:

- Require CFO sign-off on payment terms exceeding net-60
- Route NDAs to compliance officers before filing
- Auto-archive approved contracts to Bloom with version control

Real impact: A SaaS company reduced legal review time by 41% by routing Bloom contracts through ApproveThis’s parallel approval paths, letting sales and legal teams collaborate without email chains.

2. Form Processing for Operations

Bloom forms capturing inventory requests or vendor bids can trigger ApproveThis workflows with:

- Budget checks using Calculated Fields
- Multi-department approvals (e.g., IT + Facilities for equipment orders)
- Deadline escalations for time-sensitive requests

Real impact: A manufacturing firm eliminated $120K in duplicate orders by routing Bloom procurement forms through ApproveThis workflows that validate requests against real-time budget data.

3. Lead Qualification for Sales Teams

New Bloom leads can initiate ApproveThis workflows to:

- Assign lead scoring approvals to sales managers
- Trigger drip campaigns in Bloom after marketing approves
- Escalate high-value leads to execs for strategic follow-up

Real impact: A consulting firm increased lead-to-meeting conversion by 29% by using ApproveThis thresholds to auto-flag Bloom leads with >$250K potential revenue.

Setting Up the Integration

Using Zapier, connect Bloom and ApproveThis in 15 minutes:

Step 1: In Zapier, choose Bloom as the trigger app (e.g., “Contract Signed”).
Step 2: Select ApproveThis as the action app (“Create Request”).
Step 3: Map Bloom contract data to ApproveThis fields like Amount, Client Name, and Due Date.
Step 4: Activate the Zap – new Bloom contracts will now route through predefined approval chains.

Pro tip: Use ApproveThis’s Vacation Delegation to avoid delays if an approver is OOO during critical Bloom project phases.

Department-Specific Benefits

Finance Teams

ApproveThis adds fiscal guardrails to Bloom data. When Bloom tracks a new client invoice, ApproveThis can require AR manager approval for payment terms beyond company policy. Real-time dashboards show pending financial approvals linked to Bloom’s CRM data.

Project Managers

Auto-pause Bloom project timelines until clients approve milestone deliverables via ApproveThis. Approval Groups ensure internal stakeholders (design, dev, QA) sign off before sending deliverables to clients.

Sales Leaders

ApproveThis thresholds auto-flag Bloom deals needing exec approval. If a discount request in Bloom exceeds 20%, ApproveThis routes it to the VP of Sales while alerting the rep via Bloom’s activity feed.

Beyond Basic Approvals

ApproveThis enhances Bloom workflows with features most teams overlook:

Calculated Fields: Automatically compare Bloom contract values against quarterly quotas to prioritize approvals.
Approval Thresholds: Auto-approve Bloom purchase orders under $1K, but require two signatures above that amount.
Real-Time Tracking: See which Bloom contracts are stuck in approval limbo and nudge approvers directly from the dashboard.

A healthcare provider reduced compliance violations by 67% using ApproveThis to enforce dual approvals on Bloom contracts with specific liability clauses.

When to Consider This Integration

The Bloom + ApproveThis combo delivers most value for:

- Businesses scaling rapidly with inconsistent approval processes
- Teams managing external clients who need simple approval methods
- Industries with strict compliance requirements (legal, healthcare, finance)

If your team wastes hours weekly chasing Bloom-related approvals via Slack or email, this integration pays for itself within a quarter.

Getting Started

ApproveThis offers a free tier for up to 50 monthly approvals – enough to test key Bloom integrations. For complex workflows:

1. Register for ApproveThis (no credit card needed)
2. Connect to Bloom via Zapier using triggers like Contract Signed
3. Build your first approval workflow in under 10 minutes

Prefer a guided approach? Schedule a demo to see how agencies and enterprises streamline Bloom approvals.