ApproveThis manages your Customerly Integration approvals.

When "Just Approve It" Isn't a Strategy

Let's be real – customer-facing teams are stuck between two nightmares: chasing down approvals through 17 Slack threads or letting deals die in email purgatory. Customerly gives you the tools to engage leads, but what happens when every discount request, contract change, or upsell needs a committee? That's where most CRMs tap out.

ApproveThis isn't another app to babysit. It's the missing layer that connects Customerly's customer data to the people who need to say "yes" – whether they're buried in spreadsheets, on a sales call, or checking email from the airport.

Why This Combo Doesn't Suck

Most approval tools treat your CRM like a dumb database. Zapier makes this integration actually useful:

• Approvals that don't kill momentum: New Customerly lead needs a custom demo? Approval request auto-creates with their usage data attached. No copy-paste hell.
• No more approval black holes: Denied a request in ApproveThis? Customerly auto-updates the lead status so your team doesn't look clueless.

The kicker? Approvers don't need a Customerly login. Finance approves the discount, Legal okays the contract – none of them need to learn your CRM. That's huge when working with clients or external partners.

Use Cases That Don't Feel Like Busywork

1. The "Stop Asking Me, Just Track It" Discount Approval

Problem: Sales reps promise 15% off to close a deal. Finance finds out later. Chaos ensues.

Fix: Create a Zap where any Customerly lead tagged "discount request" triggers an ApproveThis workflow. Route based on deal size: under $5K auto-approves, over $10K needs VP signoff. Approved? Customerly lead gets tagged, denied? Automated message via Customerly with next steps.

Who cares: SaaS companies with tiered pricing, agencies offering custom packages.

2. Contract Changes Without the 3-Day Email Chain

Problem: Client requests edits via Customerly. Legal needs to review, but CC'ing them on emails = guaranteed delays.

Fix: New Customerly note containing "contract" triggers ApproveThis. Legal gets the clause in context, approves/denies with comments. Status syncs back to Customerly, auto-notifies client.

Who cares: Law firms, consultancies, anyone with compliance-heavy client work.

3. Onboarding That Doesn't Require a Nagging Intern

Problem: New Customerly user needs API access. IT, Security, and their manager all need to sign off... eventually.

Fix: User creation in Customerly kicks off an ApproveThis chain. IT checks permissions, manager confirms budget. Approved? Welcome email with credentials via Customerly. Denied? Automated "we need more info" task created.

Who cares: Tech companies with tiered access levels, education platforms with paid features.

Setup That Won't Make You Hate Zapier

If you've ever set up a Zap that broke immediately, this is for you:

1. Trigger: Pick your Customerly event (new lead, user, etc.)
2. Action: "Create Request" in ApproveThis – map critical fields (deal size, client notes)
3. Killer Tip: Use ApproveThis' calculated fields to auto-route. Example: Deal value over $X? Add CFO as approver.

Need the step-by-step? Zapier's docs have you covered. We focus on not making it suck.

Which Teams Stop Wanting to Quit

Sales & Account Managers

Stop being the messenger between clients and approvers. Deals stuck? The ApproveThis dashboard shows exactly who's holding things up. Vacation delegation means no more "Sorry, I'm OOO" excuses.

Customer Success

Upsell requests get approved before promising the client. Denials trigger Customerly workflows to offer alternatives, not radio silence.

Finance & Legal

Approve via email without logging into yet another system. Thresholds mean you only see exceptions, not every $5 coffee reimbursement.

Features You'll Actually Use

We're not here to sell you bloatware. Key things that matter with Customerly:

• Approval Thresholds: Auto-approve small stuff, escalate big deals. Syncs with Customerly's lead scoring if you're fancy.
• Email Replies Count as Approval: Legal lives in Outlook? Fine. Their reply updates both systems.
• Real-Time Dashboard: See every pending request across Customerly leads in one place. No more "I thought you handled it!".

When to Skip This Integration

We're honest: If your team approves 2 things a month, this is overkill. But if any of these sound familiar, keep reading:

• "Where are we on the Acme Corp contract?" gets asked daily
• Discounts are given inconsistently because approvals are a free-for-all
• Client requests get lost between tools

How Not to Screw This Up

Common mistakes we fix for customers:

• Don't: Approve everything in Customerly. Use it for tracking, ApproveThis for decisions.
• Do: Set up denial workflows in Customerly. Approval rejected? Automate the "here's why" message.
• Don't: Let approvers edit Customerly data directly. That's how $10K deals become $100K.

Ready to Stop Being a Approval Middleman?

ApproveThis isn't another system to manage. It's the glue between Customerly and the people who hold up your deals. You get:

• Faster approvals (without micromanaging)
• Audit trails that don't require subpoenaing Slack
• Happy clients who don't feel ignored

Get started free or book a demo to see how it works with your Customerly setup.