ApproveThis manages your EzzyCRM Integration approvals.

Why Combine ApproveThis and EzzyCRM?

EzzyCRM excels at managing leads, tracking deals, and visualizing pipelines. But even the most robust CRM can’t handle every business process – especially when approvals are involved. Manual approval workflows create bottlenecks that delay deals, frustrate teams, and risk revenue leakage. This is where ApproveThis transforms EzzyCRM from a data repository into an action engine.

By connecting these platforms via Zapier, businesses automate decision-making gates within their CRM workflows. ApproveThis adds structure, accountability, and speed to processes that require human judgment – like vetting high-value leads, approving discount requests, or escalating stalled deals. The result? Faster cycles, fewer errors, and complete audit trails for every critical decision.

Four Ways Teams Automate Approval Workflows

1. Qualify Leads Before They Enter Your Pipeline

When a new lead lands in EzzyCRM, sales teams often waste time chasing unvetted prospects. A marketing agency using this integration automatically routes high-budget leads ($50k+) to a committee for review. ApproveThis sends decision-makers the lead’s industry, budget, and contact history. Approvers click “Yes” or “No” directly from email, updating EzzyCRM lead status without logging into either system.

Key Benefit: Marketing teams gain visibility into which lead criteria actually convert, while sales reps focus only on pre-approved opportunities.

2. Assign Ownership Based on Approval Logic

When a manufacturing company’s sales team submits a custom quote request via ApproveThis, the integration automatically assigns the EzzyCRM lead to either regional managers (for orders under $100k) or execs (for larger deals). Vacation delegation ensures absent approvers don’t delay assignments.

Key Benefit: Reduces lead assignment time from 2 days to 15 minutes, ensuring prospects get timely responses.

3. Validate Deal Stage Changes

A SaaS company triggers approval requests whenever reps move deals to “Closed-Won” in EzzyCRM. ApproveThis requires upload of signed contracts and calculates ACV (Annual Contract Value) using dynamic fields. Deals under $25k auto-approve; others route to finance. Rejected requests bounce back with comments visible in both systems.

Key Benefit: Finance teams prevent revenue recognition issues, while sales maintains momentum on valid deals.

4. Sync Approval Outcomes Instantly

When a client approves a project scope change via ApproveThis, the integration updates both the deal’s “Next Steps” in EzzyCRM and notifies the PM tool. Denied requests trigger automated emails explaining next actions, keeping clients looped in without manual follow-ups.

Key Benefit: Customer success teams eliminate duplicate data entry and reduce “status update” meetings by 40%.

Features That Make This Integration Powerful

ApproveThis enhances EzzyCRM with features built for cross-functional collaboration:

Email-Based Approvals: External partners (agencies, vendors) vote without EzzyCRM logins. Legal approves NDAs via Gmail; clients sign SOWs in Outlook.

Threshold Rules: Auto-approve routine requests (e.g., discounts under 10%) but escalate exceptions. Sales ops teams set rules once, then focus on edge cases.

Calculated Fields: Dynamically determine approval paths. Example: If “Deal Size” x “Discount %” exceeds $10k, route to CFO. Formulas adapt as inputs change.

Real-Time Dashboards: Track pending CRM approvals across departments. Spot bottlenecks – like a manager consistently delaying quote reviews.

Setting Up the Integration

Connecting EzzyCRM and ApproveThis takes under 20 minutes:

1. Log into your Zapier account (or create a free trial).
2. Choose “EzzyCRM” as the trigger app and select an event (e.g., “New Lead”).
3. Pick ApproveThis as the action app and select “Create Request.”
4. Map EzzyCRM fields (Lead Value, Contact) to ApproveThis template variables.
5. Test with a sample lead, then activate the Zap.

Pro Tip: Use ApproveThis’ conditional logic to split workflows. Example: Leads from healthcare go to Compliance; others to Sales Directors.

Team-Specific Benefits

Sales Teams

Accelerate deal velocity by embedding approvals into natural workflows. Example: When reps update a deal stage in EzzyCRM, ApproveThis automatically pings the correct approver via Slack. Approved deals trigger automated contract generation; denied ones surface coaching notes.

Marketing Teams

Ensure Sales only receives campaign leads that match ICP criteria. Approvers rate lead quality, feeding data back into EzzyCRM reports. Over time, this improves targeting and reduces wasted outreach.

Finance Teams

Maintain control without micromanaging. Custom thresholds auto-approve small discounts but require CFO review for exceptions. All decisions log into EzzyCRM deal records for quarterly audits.

Operations Teams

Replace spreadsheet-based approval trackers with automated statuses. Dashboards show pending requests by team, while Zapier handles updates between ApproveThis and EzzyCRM.

Start Streamlining Your CRM Workflows

ApproveThis and EzzyCRM solve different but complementary problems. One manages relationships; the other manages decisions. Together, they create a closed-loop system where approvals happen in context, with full visibility.

This integration isn’t about adding another tool – it’s about unlocking more value from your existing CRM investment. When every approval is automated, tracked, and tied to CRM data, teams move faster with fewer errors.

Ready to eliminate approval bottlenecks? Start your ApproveThis trial or schedule a custom demo to see how it works with EzzyCRM.