ApproveThis manages your Linka Integration approvals.

Why Approval Automation Matters for Modern Teams

Businesses live or die by the speed and accuracy of their decisions. Slow approvals create bottlenecks – deals stall, invoices pile up, and clients lose patience. Traditional approval processes rely on chasing stakeholders through emails or meetings, leaving teams vulnerable to delays and miscommunication. ApproveThis and Linka solve this problem together by automating decision workflows while keeping your CRM data accurate and actionable.

Two Tools, One Powerful Connection

Linka excels at organizing customer interactions, tracking payments, and managing leads. ApproveThis specializes in turning manual approvals into automated, rule-based processes. When connected via Zapier, these platforms create closed-loop systems where CRM data triggers approvals, and approval outcomes update CRM records automatically.

Example: A marketing agency uses Linka to track a new client lead. The Zapier integration automatically routes budget and contract terms to ApproveThis for stakeholder review. Once approved, Linka updates the lead status and triggers onboarding – no manual data entry or follow-up emails required.

Key Use Cases: From Leads to Payments

1. Lead Qualification with Guardrails

High-growth sales teams often struggle with inconsistent lead vetting. A real estate firm could configure ApproveThis to trigger automatic approval requests in two scenarios:

• New leads exceeding $500K property value require manager approval
• Out-of-state buyers automatically route to legal for compliance checks

ApproveThis uses Linka's lead data to apply conditional logic, ensuring high-value opportunities get prioritized scrutiny while routine leads move forward instantly. Approvers receive email notifications with embedded property details and one-click approve/deny buttons – no need to log into Linka.

2. Payment Approval Automation

Finance teams waste hours manually verifying invoices against purchase orders. With this integration:

1. Linka detects a new invoice payment request
2. ApproveThis checks amount against department budgets
3. Over $10K? Route to CFO. Under? Auto-approve and log in Linka

A manufacturing company reduced payment processing time by 68% using this workflow, with built-in audit trails for every decision.

3. Client-Driven Subscription Changes

SaaS companies using Linka to manage subscriptions can let clients request plan upgrades directly via ApproveThis. When a customer requests more seats:

1. ApproveThis calculates prorated costs using Calculated Fields
2. Sales lead approves margin impact
3. Upon approval, Linka automatically updates the subscription

This eliminates back-and-forth emails while maintaining control over discount thresholds.

Team-Specific Benefits

Sales Teams: Close Faster

Regional sales managers gain real-time visibility into deal approvals via ApproveThis' dashboard. Vacation Delegation ensures deals keep moving when key approvers are OOO – critical for industries like commercial insurance with strict proposal expiration dates.

Finance Teams: Control Without Bottlenecks

Configure Approval Thresholds to auto-approve routine expenses while flagging exceptions. Linka maintains accurate payment records, while ApproveThis provides audit-ready documentation of who approved what – ideal for healthcare providers managing HIPAA-compliant vendor payments.

Operations: Streamline Client Onboarding

Service businesses use Approval Groups to coordinate multi-departmental reviews. A marketing agency might require sequential approvals from creative, media, and legal teams before committing to a client timeline in Linka.

Implementation Made Simple

Setting up the integration takes under 30 minutes:

1. Create a Zapier account
2. Choose a trigger (e.g., "New Lead" in Linka)
3. Select ApproveThis' "Create Request" action
4. Map Linka fields to ApproveThis templates

Pro Tip: Use ApproveThis' Conditional Logic to customize approval paths based on Linka data. For example, enterprise leads from LinkedIn get different approvers than trade show leads.

Why This Integration Wins

Unlike native CRM approval features, this solution:

• Works across departments (sales contracts, IT purchases, HR hires)
• Allows external approvers without Linka licenses
• Provides granular tracking missing in email-based approvals

A logistics company using both platforms reduced contract turnaround from 5 days to 11 hours by eliminating license costs for external legal reviewers.

Getting Started

ApproveThis offers flexible pricing scaled to team size, with unlimited approvers on all plans. Start with their free tier to test integrations with your Linka account.

Next Step: Register for ApproveThis or book a live demo to see conditional approval logic applied to your Linka workflows.