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Click to Buy Services Integration

ApproveThis manages your Click to Buy Services Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Approval Automation Meets E-Commerce

Let’s cut to the chase: selling home services online shouldn’t mean drowning in approval bottlenecks. Click to Buy Services does the heavy lifting of getting plumbing, HVAC, or landscaping services purchased online. ApproveThis handles the red tape. Together? They turn "waiting on sign-offs" into "money moving faster."

Why This Combo Doesn’t Just Work – It Wins

Click to Buy Services built the storefront. ApproveThis built the guardrails. Connect them via Zapier, and you get:

  • No more spreadsheet heroics to track $20K HVAC install approvals
  • Zero "who’s supposed to sign off on this?" slack threads

Example: A $45K commercial landscaping deal gets ordered at 3PM Friday. With this integration, the sales manager gets an approval request in their inbox before they’ve even closed their laptop. No chasing down the operations director who’s already on the golf course.

Real Workflows for Real Businesses

This isn’t about cute demos. These are battle-tested use cases for companies where "approval delays" mean lost revenue.

1. Rescuing Abandoned Orders (Without the Desperation)

When an order sits idle for 2 hours in Click to Buy Services, ApproveThis auto-generates a request. Sales leads can approve discount offers or service upgrades instantly – straight from email. No logging into yet another system.

Who This Helps: Roofing companies running seasonal promotions. If a $12K roof inspection order gets abandoned, sales gets alerted to approve a 10% discount within 1 click. Keeps deals moving before the customer ghosts.

2. Validating High-Stakes Orders Before They Go Sideways

New $50K pool installation ordered? ApproveThis triggers a multi-step approval: sales manager → operations → legal. All before the crew gets dispatched. Uses approval thresholds to auto-approve smaller jobs under $5K.

Who This Helps: Electricians dealing with commercial clients. Ensures the project scope matches what’s in the system before sending a team onsite. Avoids "we thought it was just outlet repairs" disasters.

3. Launching New Services Without the Committee Meetings

When marketing adds a "24/7 Emergency Drain Cleaning" service in Click to Buy, ApproveThis routes it to the right approvers. Field ops confirms crew availability. Pricing reviews margins. Goes live in hours, not weeks.

Who This Helps: HVAC companies expanding into smart home installations. Ensures the team can actually deliver what’s being sold before it hits the website.

The Nuts and Bolts (Without the Manual Labor)

Setting this up takes less time than your next team meeting:

  1. Create a Zapier account if you don’t have one
  2. Choose your Click to Buy Services trigger (new order, abandoned cart, etc.)
  3. Map the data to ApproveThis’ approval request fields
  4. Test with a live order

Pro Tip: Use ApproveThis’ calculated fields to auto-flag orders needing exec review. Example: If order total x service risk score exceeds 500, route to VP automatically.

Who Actually Benefits (Besides Your CFO)

This isn’t just an "operations thing." Different teams get different wins:

Sales Teams

Stop losing deals because approval cycles take longer than your customer’s patience. Example: When a restaurant chain orders monthly pest control across 12 locations, sales gets instant visibility into which site managers have signed off.

Field Operations

No more showing up to job sites where the paperwork doesn’t match the work. Approval trails in ApproveThis prove the electric panel upgrade was approved by both the client and city compliance.

Finance

Auto-reject orders that don’t meet margin thresholds. Or use conditional routing to send low-margin deals to the COO for manual override approval.

The Killer Feature Everyone Misses

ApproveThis approvers don’t need Click to Buy licenses. Huge for:

  • Contractors needing client sign-offs on change orders
  • Franchise models where corporate oversees local approvals

Example: A plumbing franchisee closes a $18K water heater install. The corporate operations team gets the approval request via email – no need for them to have access to the local branch’s Click to Buy account.

Why This Isn’t Just Another Integration

Click to Buy Services simplifies selling. ApproveThis simplifies governance. Together, they let you scale service delivery without scaling chaos. It’s not about replacing human judgment – it’s about making that judgment happen at the speed of your customers.

What’s Next

If you’re booking more than 50 service orders a month, your current approval process is already leaking revenue. ApproveThis + Click to Buy via Zapier is how you plug the holes without adding bureaucracy.

Get started with ApproveThis – free trial available, no credit card required. Or schedule a 15-minute demo to see real-world examples from companies in your industry.

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Integrate with Click to Buy Services Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Click to Buy Services

Suggested workflows (and their Zapier components) for Click to Buy Services

Create approval requests for new abandoned orders

This automation creates an approval request in ApproveThis when a new abandoned order is detected in Click to Buy Services. It streamlines the process of reviewing and resolving stalled orders. *Note: Ensure all required approval fields are correctly mapped.*

Zapier Components

Click to Buy Services Logo

Trigger

New Abandoned Order

Triggers when an order has sat idle for 2 hours.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new orders

When a new order is created in Click to Buy Services, this integration automatically initiates an approval request in ApproveThis for further review. It helps teams quickly validate orders and manage any exceptions. *Note: Verify that order details are accurately transferred to the approval process.*

Zapier Components

Click to Buy Services Logo

Trigger

New Order

Triggers when a new order is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new services

This automation triggers when a new service is added in Click to Buy Services and creates an approval request in ApproveThis. It allows managers to review and validate new service offerings before they go live. *Note: Check that service information is complete and correctly formatted.*

Zapier Components

Click to Buy Services Logo

Trigger

New Service

Triggers when a new service is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new service categories

This integration creates an approval request in ApproveThis when a new service category is created in Click to Buy Services. It streamlines the review process for expanding service portfolios. *Note: Confirm that category details are properly mapped for efficient approval routing.*

Zapier Components

Click to Buy Services Logo

Trigger

New Service Category

Triggers when a new service category is created.

Action

Create Request

Creates a new request, probably with input from previous steps.