ApproveThis manages your Agencyjoy Integration approvals.

Two Platforms, One Powerful Connection

Modern agencies face a constant balancing act: closing deals quickly while maintaining rigorous oversight. Agencyjoy gives teams the tools to manage leads and client relationships, while ApproveThis adds structure to decision-making. Together, they create an operational backbone that eliminates bottlenecks in client onboarding, budget approvals, and project kickoffs. By connecting these platforms through Zapier, agencies gain real-time coordination between client data and approval processes without manual handoffs.

Why This Integration Matters for Growing Agencies

Agencyjoy centralizes lead details, client communications, and deal pipelines, but critical decisions often happen outside the CRM. ApproveThis brings those decisions back into the workflow by adding:

• Automatic approval triggers based on lead value or client type
• Legal/compliance review checkpoints before contract updates

For example, when a $50K+ lead enters Agencyjoy, ApproveThis can require CRO review before the sales team spends resources on proposal development. This prevents wasted effort on unqualified deals while letting smaller opportunities move faster.

Key Benefits Across Teams

Sales Teams: Close Deals with Guardrails

Account executives at digital agencies often juggle 20+ active leads. The integration lets them:

- Auto-request creative team availability checks before promising deliverables
- Escalate discount approvals to sales directors without leaving Agencyjoy
- Lock client records until contract terms receive legal sign-off

Operations: Enforce Process Without Micromanaging

Ops leaders use the combo to:
- Require dual approval for high-risk client onboarding
- Sync approved budget increases back to Agencyjoy project records
- Automate client renewal reminders with pre-approved terms

Leadership: Visibility Without Overhead

Approval thresholds in ApproveThis allow execs to:
- Only review deals exceeding $100K
- Receive digests of auto-approved requests for auditing
- Track approval cycle times across departments

Real-World Use Cases for Agencies

1. Lead Qualification Governance

Scenario: A web development agency receives 50+ leads monthly. Junior sales reps sometimes pursue low-margin projects that strain resources.
Solution: Auto-create ApproveThis requests when leads exceed $30K in Agencyjoy. Require senior account director approval before moving to "Proposal" stage.
Result: Reduced unprofitable engagements by 22% in Q1 while maintaining sales velocity on qualified deals.

2. Client Change Order Management

Scenario: A marketing agency's clients often request scope changes mid-campaign, causing budget overruns.
Solution: Trigger approval workflows when Agencyjoy task hours exceed original estimates. Route to PMs and clients via email with calculated cost impacts.
Result: 89% of change orders now receive client signatures within 24 hours, up from 5-day averages.

3. Compliance-Driven Onboarding

Scenario: A healthcare-focused agency needs legal review for all new client contracts containing patient data clauses.
Solution: When Agencyjoy deals include "PHI Handling" tags, ApproveThis requires general counsel approval before CRM status changes to "Active Client."
Result: Eliminated compliance oversights while keeping sales team focused on selling.

Implementation Guide: Connect in 15 Minutes

Step 1: Create a Zapier account if you don't have one
Step 2: Connect Agencyjoy and ApproveThis as Zapier apps
Step 3: Choose your trigger event from Agencyjoy (New Lead, Updated Lead, etc.)
Step 4: Set ApproveThis as the action app with "Create Request"
Step 5: Map Agencyjoy fields to ApproveThis template variables
Step 6: Test with a sample lead or client record
Step 7: Activate and monitor initial requests

Pro Tip: Use Calculated Fields for Dynamic Approvals

ApproveThis lets you build logic like "If deal size > $50K, require CFO approval." Set this up by:
1. Adding a "Deal Value" field from Agencyjoy
2. Creating an approval threshold rule in ApproveThis
3. Setting email alerts for escalated requests

Why This Integration Scales With Your Agency

Early-stage agencies might manually review every contract. At 50+ employees, that's unsustainable. The ApproveThis/Agencyjoy combo grows with you:

Stage 1 (Startup): Basic lead → approval routing
Stage 2 (Growth): Department-specific workflows (sales, creative, legal)
Stage 3 (Enterprise): Multi-brand approval policies with fallback delegates

Critical Feature: External Approver Access

ApproveThis doesn't require external partners (like clients or freelancers) to have Agencyjoy licenses. They can review requests via email while all data stays synced. Example uses:
- Client sign-off on campaign plans
- Freelancer rate approvals
- Vendor contract renewals

Common Integration Pitfalls to Avoid

Don't: Over-notify approvers. Use ApproveThis' reminder settings to balance urgency and annoyance.
Do: Test field mappings thoroughly. An incorrect Agencyjoy → ApproveThis field can route $500K deals to junior staff.
Don't: Ignore vacation settings. ApproveThis' delegation rules prevent stalled requests when approvers are OOO.
Do: Document workflows. Teams should know whether approvals are parallel (all reviewers) or sequential (one after another).

Getting Started: Next Steps for Teams

1. Register for ApproveThis (14-day trial available)
2. Explore Agencyjoy's CRM capabilities
3. Book a dual-platform demo to see real client onboarding workflows

For existing Agencyjoy users: Start small. Automate approvals for one process (e.g., client termination requests) before expanding. Measure time saved, then iterate.