ApproveThis manages your Keep In Touch Integration approvals.

Two Tools, One Goal: Better Decisions Faster

Construction firms and sales teams face a common challenge: moving deals forward while keeping everyone accountable. Keep In Touch helps builders manage leads and customer relationships, but when approvals get stuck in email chains or missed notifications, deals stall. That's where ApproveThis changes the game.

By connecting Keep In Touch to ApproveThis through Zapier, teams create an automated bridge between customer data and decision-makers. This integration turns manual follow-ups into structured processes – without requiring approvers to log into multiple systems.

Why This Integration Works

Keep In Touch excels at tracking leads and automating client communications. ApproveThis adds a critical layer: controlled decision-making with audit trails. Together, they help builders:

• Reduce errors in client onboarding
• Prevent deals from getting stuck in limbo
• Maintain compliance with approval records

For example, when a sales rep enters a new custom home proposal in Keep In Touch, ApproveThis can automatically route it to the project manager for budget approval, then to the legal team for contract review – all while keeping the CRM updated.

Real-World Use Cases for Builders

1. Client Onboarding with Built-In Checks

Custom home builders often need multiple sign-offs before taking on new clients. With this integration:

1. New Keep In Touch contacts trigger approval requests
2. Sales managers review client requirements
3. Approved clients automatically move to "Active" status

A residential developer used this workflow to cut client onboarding time from 3 days to 4 hours by eliminating back-and-forth emails between sales and estimating teams.

2. Deal Approval Escalations

When deals exceed certain thresholds, automatic escalation prevents bottlenecks:

1. Deals over $500K trigger executive review
2. Approvers get email notifications with one-click decisions
3. Approved deals update Keep In Touch with next steps

A commercial contractor reduced delayed bids by 62% after implementing approval thresholds that automatically escalate time-sensitive proposals.

Key Features That Make It Work

ApproveThis brings specific capabilities that enhance Keep In Touch:

Email-Based Approvals: Project managers can review and approve requests directly from their inbox without logging into another system – critical for teams constantly on job sites.

Vacation Delegation: When an estimator goes on leave, approval responsibilities automatically shift to their backup, keeping deals moving.

Calculated Fields: Automatically flag deals that require additional reviews based on project size, materials cost, or timeline constraints.

Setup Guide: 3 Steps to Automation

Connecting the systems takes under 15 minutes:

1. Create Your Zapier Connection: Log into Zapier and choose "Make a Zap"
2. Set Up the Trigger: Select Keep In Touch as the trigger app (e.g., "New Deal Added")
3. Add ApproveThis Action: Map relevant deal fields to an approval request template

Pro Tip: Use ApproveThis' calculated fields to auto-populate approval criteria like "Total Project Value" or "Required Permits."

Team-Specific Benefits

For Sales Teams

Reduce follow-up time by 40% with automatic approval status updates in Keep In Touch. When a proposal gets approved, the CRM automatically schedules next steps instead of waiting for manual updates.

For Project Managers

Maintain control without micromanaging. Approval thresholds ensure you only review deals that need your attention, while routine approvals get handled automatically.

For Executives

Get real-time visibility into deal flow with ApproveThis' dashboard. See how many high-value proposals are pending approval and where bottlenecks occur.

Why This Integration Beats Manual Processes

A recent case study shows the impact:

A roofing company using both platforms reduced their contract approval time from 11 days to 2 days. Key improvements:

• No more lost approval requests in email
• Automatic reminders for overdue decisions
• CRM updates synced instantly after approval

Their sales director noted: "We now close deals faster because everyone knows exactly when and how to approve contracts."

Getting Started

To implement these workflows:

1. Create an ApproveThis account (free trial available)
2. Connect your Keep In Touch CRM
3. Build your first Zap in under 10 minutes

For complex approval chains, request a custom demo to see how conditional logic and approval groups can match your existing processes.

Final Tip: Start Simple

Begin with one high-impact workflow – like new client approvals – before expanding to other use cases. This lets teams adapt gradually while delivering quick wins.

Ready to stop chasing approvals? Start your free trial or schedule a personalized demo to see how approval automation works with your Keep In Touch setup.