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Groundwork Integration

ApproveThis manages your Groundwork Integration approvals.

April 17, 2025

Integration Category: Crm

When Sales Meets Sign-Offs

Let’s be real – contractors aren’t in the business of chasing approvals. You’re in the business of closing deals, pouring concrete, and making sure projects actually move forward. But here’s the problem: every minute your team spends hassling managers for sign-offs or letting hot leads cool off in email threads is money left on the table.

That’s why pairing ApproveThis with Groundwork isn’t just another tech stack checkbox. It’s about giving your field teams and office staff the same superpower: making decisions fast without dropping the ball on process.

Why This Combo Doesn’t Suck

Groundwork filters your leads. ApproveThis filters your decisions. Together, they turn “Hey, can I get a signature on this?” into actual progress. Here’s where it gets interesting:

No More Approval Black Holes

Your sales team closes a $85k landscaping project. Instead of sending a PDF estimate to 3 managers and praying someone responds before the client ghosts, ApproveThis automatically:

  • Routes it to the right approvers based on dollar amount
  • Chases down non-responders after 12 hours
  • Updates Groundwork the second it’s greenlit

Meanwhile, your VP of Ops approves deals from her phone between site visits – no need to log into Groundwork or hunt down contracts.

Kill Two Birds With One Zap

Zapier acts as the bridge here – no coding needed. We’re talking about 15-minute setups that handle:

  • Auto-creating Groundwork leads when approvals start
  • Triggering contract reviews when kickoff forms drop
  • Escalating video submissions that need urgent eyes

The kicker? Approvers only need email access. No extra Groundwork seats required for your client’s procurement team to sign off on change orders.

Real-World Uses That Don’t Feel Like Corporate Fluff

1. The “Stop Leaving Money in Voicemail” Setup

Scenario: Your roofing company gets 22 video leads per week. Half get stuck waiting for crew availability checks.
Fix: New Groundwork video submission → Auto-check crew capacity via ApproveThis → Only send approved leads to sales.
Outcome: Field supervisors approve/disprove leads in 2 clicks from job sites. No more overpromising.

2. The “Why Is Accounting Always Mad at Me?” Solution

Scenario: Your electrical contractors keep approving discounts that wreck project margins.
Fix: Groundwork discount requests → Auto-route based on % off → Require CFO sign-off below 12% margin.
Outcome: Sales still closes deals, but accounting only gets pinged when it matters. Everybody wins.

3. The “Oh Crap, The Inspector’s Here” Playbook

Scenario: Permit approvals take 3 days because someone’s always on PTO.
Fix: Groundwork inspection updates → Auto-notify alternate approvers → Update permits in real-time.
Outcome: Superintendents reassign approvals faster than grabbing a coffee. Inspections pass 40% faster.

How to Not Screw This Up (Setup Guide)

This isn’t NASA-level tech. If you can set up a smartphone, you can handle this:

Step 1: The Handshake

Connect Zapier to both tools. ApproveThis takes 2 minutes. Groundwork? Maybe 3. Go make a coffee.

Step 2: Pick Your Poison

Choose your trigger:

  • Groundwork → ApproveThis: New kickoff form? Video lead? Make it auto-beg for approval.
  • ApproveThis → Groundwork: Approved estimate? Push that lead straight to sales.

Step 3: Set It & Forget It

Test with a real project. Did the concrete pour approval email your operations manager? Good. Now let it run.

Who Actually Benefits? (Spoiler: Everyone)

Field Teams

Foremen approve material requests between site walks. No VPNs. No logins. Just “Approve” or “Deny” in their inbox.

Sales Ops

Deal reviews get auto-routed based on deal size. $50k+ goes to the regional director; under that, sales managers handle it. Commissions get processed faster.

Finance

PO approvals require 2 sign-offs over $10k. ApproveThis nags the second approver if they slack. Month-end closes stop being horror shows.

Clients

Their project manager gets approval updates without needing your Groundwork login. Professional? Sure. Less annoying? Absolutely.

Cool Features You’ll Actually Use

Email Approvals That Don’t Suck

Approvers can reject estimates from their phone’s lock screen. No app needed. No passwords. Just “Nope, that rebar cost is nuts.”

Vacation Mode for Adults

Project manager on PTO? Approvals auto-shift to their backup. No “Sorry, I was off-grid” excuses.

Math That Does Work For You

Auto-calculate margins in approval requests. If the numbers don’t hit thresholds, it escalates before you waste time.

The Bottom Line (No MBA Jargon)

This isn’t about being “synergistic” or whatever your consultant says. It’s about:

→ Closing more bids because you’re not waiting on Karen from accounting
→ Fewer change order screwups because field approvals actually happen
→ Clients thinking you’re organized (even if your trailer office is a mess)

ApproveThis handles the bureaucratic BS. Groundwork keeps your pipeline moving. You focus on the work that pays.

Okay, But What’s Next?

Option 1: Keep doing manual approvals and hope interns don’t miss critical emails.
Option 2: Spend 15 minutes setting this up before your next big bid drops.

We know which one your project managers would pick.

🥳

Integrate with Groundwork 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 Groundwork

Suggested workflows (and their Zapier components) for Groundwork

Create Groundwork leads for new ApproveThis requests

Streamline your approval process by transforming new ApproveThis requests into new leads in Groundwork instantly. Every time an approval request starts, a lead is created in Groundwork to ensure no opportunity is missed. *Note: Ensure the approval logic aligns with your lead generation criteria.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Groundwork Logo

Action

Create Lead

Creates a new lead

Create ApproveThis requests for new Groundwork kickoff forms

Ensure all new kickoff forms in Groundwork undergo proper approval processes with ApproveThis. For each new form submission, automatically initiate an approval request to streamline decision-making and maintain control over lead processing. *Note: Customize approval workflows as needed to meet your business requirements.*

Zapier Components

Groundwork Logo

Trigger

New Kickoff Form Submitted

Triggers when a lead kickoff form is completed.

Action

Create Request

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

Initiate ApproveThis requests for new Groundwork video submissions

Automate your lead approval process for video submissions in Groundwork by initiating an ApproveThis request for each new video. This integration ensures that all video leads are vetted through your streamlined approval workflow, enhancing efficiency and control. *Note: Approval workflows can be adjusted to handle specific lead types.*

Zapier Components

Groundwork Logo

Trigger

New VideoLead Submitted

Triggers when a lead has submitted a project video.

Action

Create Request

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