ApproveThis manages your Twenty Integration approvals.

When Your CRM Meets Approval Muscle

Let's cut to the chase: approvals suck when they involve twelve emails, three Slack threads, and that one VP who's always "on vacation". Now imagine your CRM could actually fix this. Twenty gives you the data house, ApproveThis slams the door on chaos. Together, they turn "Where's that approval?!" into "It's already done."

Here's why this isn't just another integration: ApproveThis doesn't make your team learn new tools. Approvers click "yes" or "no" right from their inbox. Meanwhile, Twenty keeps every contract, PO, or client request organized without double-entry. For companies scaling past 100 employees, this is how you avoid approval anarchy.

Three Ways This Combo Makes You Look Smart

1. No More CRM Black Holes

Sales teams hate paperwork. Legal teams hate risks. Here's the fix: When a new deal hits Twenty, auto-trigger an approval chain for contracts. ApproveThis handles the sign-offs, then pings Twenty to update the record. Result? Deals close faster because nobody's chasing down signatures.

Real-world win: A SaaS company cut their sales approval time from 48 hours to 3 by auto-routing contracts based on deal size. Bigger deals went straight to legal, smaller ones auto-approved. Twenty tracked every version without sales lifting a finger.

2. Procurement That Doesn't Embarrass You

Ever approve a $5k software purchase...twice? With ApproveThis thresholds, small spends get auto-approved. Big ones require actual humans. Every decision syncs back to Twenty, so finance sees real-time budgets. Plus, vendors can approve quotes without getting a Twenty login (because who wants to manage 50 external accounts?).

Ouch avoided: A manufacturing firm stopped $120k in duplicate orders by syncing approvals to their Twenty vendor records. Approvers saw purchase history before clicking, no login required.

3. Client Onboarding That Doesn't Haunt Your Nights

New client in Twenty? Kick off compliance checks, contract reviews, and resource allocation approvals in one shot. When external partners need to sign off, ApproveThis handles their part via email. No Twenty licenses wasted on people who just need to approve one thing.

Scale achieved: A marketing agency onboarded 30+ clients/month without hiring. Custom workflows in ApproveThis matched each client type (SEO vs. ads), with all final docs auto-filed in Twenty.

Setting This Up Without Losing Your Mind

If you can build a Zapier zap, you're golden. Here's the cheat sheet:

1. Connect the dots: Hook ApproveThis and Twenty to Zapier (takes 2 minutes). Zapier's tutorial covers the basics.
2. Pick your pain point: Start with one workflow. Client approvals? Purchase orders? Don't boil the ocean.
3. Test with rebels: Get your noisiest team to break it. Sales will tell you fast if it's slowing them down.

Pro tip: Use ApproveThis' calculated fields to auto-route requests. Example: If a Twenty deal record exceeds $50k, route to CFO. Under? Auto-approve.

Why Your Teams Will Actually Use This

Sales: Less Admin, More Deals

Reps live in Twenty. Now, requesting a discount approval takes two clicks. No forms, no tickets. Plus, they see approval status right in the CRM record. Forecasts stay accurate because legal can't sit on contracts for weeks.

Finance: No More Spreadsheet Sleuthing

ApproveThis logs every decision with timestamps and reasons. Sync that to Twenty, and audits become a 5-minute task. Bonus: Set approval thresholds so junior staff can't accidentally approve that $100k expense.

Ops: Stop Playing Approval Traffic Cop

Vacation delegation in ApproveThis means no bottlenecks when approvers are OOO. Twenty stays updated automatically, so you're not manually reassigning tasks every time someone takes PTO.

The Nuts and Bolts You Care About

ApproveThis isn't just a "yes/no" machine. When paired with Twenty, these features matter:

• Approval groups: Need legal AND finance to sign off? Set it once, forget it. Twenty reflects who approved what, always.
• Real-time dashboards: See every pending request across departments. If sales is clogged, you'll know before they start yelling.
• Conditional logic: New high-risk client in Twenty? Add extra compliance steps automatically. Regular customer? Skip the red tape.

And remember: External approvers (clients, vendors, etc.) don't need Twenty access. They get an email, click a button, and Twenty updates behind the scenes. No added costs, no security risks.

Bottom Line: This Isn't About Approvals

It's about not having your CRM become a graveyard of unfinished tasks. Twenty keeps your data clean, ApproveThis keeps processes moving. Together, they turn "Did that get approved?" into a question you never have to ask.

Ready to stop herding cats? Get ApproveThis, connect it to Twenty, and let your teams actually do their jobs.