ApproveThis manages your Contacts.Link Integration approvals.

Two Tools, One Goal: Better Decisions, Faster Execution

Contacts.Link helps sales and marketing teams turn interactions into actionable insights. ApproveThis turns those insights into decisions. Together, they create a closed-loop system where contact data drives approvals, and approvals update contact records – all without manual work. For businesses tired of chasing down sign-offs or losing track of client requests, this integration isn’t just convenient—it’s transformative.

Why This Integration Works

Contacts.Link excels at tracking interactions, but approvals often create bottlenecks. ApproveThis removes those bottlenecks with automated routing, conditional logic, and email-based decisions. When connected via Zapier, the two platforms handle three critical tasks:

• Automated review cycles: Turn contact interactions into approval requests instantly
• Decision-driven updates: Push approval outcomes back to contact records automatically

Marketing agencies use this to get client sign-off on campaigns. Sales teams automate discount approvals. Operations leaders ensure compliance without micromanaging. The result? Fewer missed opportunities and faster response times.

Real-World Use Cases (With Numbers That Matter)

1. Client Communication Governance

The problem: Marketing teams often need legal or client approval before launching campaigns. Manually forwarding emails creates version control issues and delays.

The solution: When Contacts.Link detects a new campaign-related interaction (e.g., a proposal sent), ApproveThis automatically:

• Routes the request to stakeholders
• Applies conditional rules (e.g., legal review required for contracts over $50K)
• Updates Contacts.Link with approval status and comments

Example: A healthcare marketing agency reduced campaign launch delays by 72% by automating compliance reviews for patient outreach materials.

2. Sales Discount Authority

The problem: Sales reps offering unauthorized discounts erode margins. Traditional CRM approvals are too slow for competitive deals.

The solution: When a rep updates a Contacts.Link record with a discount request:

1. ApproveThis triggers a tiered approval chain
2. Deals under 10% auto-approve via thresholds
3. Larger discounts escalate to regional managers

Result: A SaaS company increased deal velocity by 40% while maintaining margin targets.

Features That Make This Integration Unique

ApproveThis adds three capabilities Contacts.Link can’t match alone:

Email-Based Approvals

External stakeholders (clients, vendors) approve directly from inboxes – no app logins required. Legal teams love this for contract reviews.

Vacation Delegation

Auto-reassign approvals when team members are OOO. Critical for time-sensitive sales deals.

Calculated Fields

Automatically determine approval paths based on deal size or risk level. Example: "If discount >15%, require CFO approval."

Setup in 4 Steps (No Developers Needed)

1. Connect to Zapier: Authenticate both ApproveThis and Contacts.Link accounts
2. Choose a trigger: Start with "New Contact Interaction" in Contacts.Link
3. Build approval logic: Set thresholds, assign approvers, add conditional rules
4. Test with real data: Send a test interaction and verify the approval chain

Most teams get this running in under 20 minutes. Pro tip: Use ApproveThis’ prebuilt templates for common sales/marketing workflows.

Who Benefits Most?

Marketing Teams

– Automate client content approvals
– Track revision requests in CRM
– Reduce email back-and-forth by 60%+

Sales Operations

– Enforce discount policies without manual oversight
– Auto-update lead stages post-approval
– Cut deal processing time from days to hours

Client Success

– Route contract renewals for legal review
– Notify CSMs immediately when approvals complete
– Maintain audit trails for compliance

The Bottom Line: Better Data, Fewer Meetings

Every minute saved on approval logistics is a minute earned for selling, creating, or strategizing. By connecting Contacts.Link’s interaction tracking with ApproveThis’ decision automation, teams:

– Reduce errors: No more manual data entry between systems
– Improve visibility: See approval status directly in CRM records
– Scale efficiently: Handle 2x the requests without adding staff

Best of all? Approvers don’t need Contacts.Link licenses. Clients, vendors, or execs review requests via email while your team tracks everything in one place.

Next Steps

1. Register for ApproveThis: Free 14-day trial
2. Book a demo: See custom workflows for your industry
3. Start small: Automate one high-friction approval process first

Waiting costs more than you think. A single delayed approval can mean lost deals, missed deadlines, or compliance risks. Fix the process once – profit from the results daily.