ApproveThis manages your Nerv Integration approvals.

Two Tools, One Goal: Better Decisions

ApproveThis and Nerv solve different problems but share a common purpose: helping teams work smarter. Nerv simplifies contact management by replacing outdated business cards with digital profiles that update in real time. ApproveThis cuts through approval bottlenecks by automating decision workflows. When connected through Zapier, these platforms create a system where contact-related actions trigger approval processes automatically – no manual handoffs required.

This integration matters because contact management isn’t just about storing phone numbers. Teams need guardrails for scenarios like adding VIP clients to a list, sharing sensitive partner details, or creating groups that align with compliance rules. Combining Nerv’s real-time contact system with ApproveThis’ structured approvals turns ad-hoc processes into accountable workflows.

Why This Integration Works

Nerv users often need approvals but lack a system to track them. Marketing teams might require manager sign-off before adding premium clients to a campaign list. HR departments could need legal review when creating groups containing contractor details. ApproveThis handles these scenarios without forcing approvers to learn Nerv’s interface – decisions happen via email or a centralized dashboard.

Key advantages include:

• License flexibility: External partners approve requests via email without needing Nerv accounts
• Conditional logic: Auto-approve routine contacts while flagging exceptions for review
• Audit trails: Every approval or rejection links to Nerv contact records

Real-World Use Cases

1. Validating New Contacts

When a sales rep adds a high-value prospect to Nerv, ApproveThis can:

• Route the contact to a regional manager based on territory rules
• Require compliance review for international contacts
• Auto-approve contacts under $10K potential deal size

Example: A medical device company uses this workflow to ensure only properly credentialed healthcare providers receive product launch materials. Approvers check license numbers in Nerv profiles before granting access.

2. Managing Contact Groups

Creating a "Priority Clients" group in Nerv might require:

• Marketing director approval for campaign lists
• Legal review for groups containing EU citizens (GDPR compliance)
• Automatic delegation to backup approvers during vacations

Example: A financial advisory firm automatically routes new investor groups to compliance officers. ApproveThis uses calculated fields to flag groups exceeding risk thresholds based on Nerv’s contact tags.

Setting Up the Integration

Connecting Nerv and ApproveThis takes 15 minutes through Zapier:

1. Create a Zapier account if you don’t have one
2. Choose "New Contact" or "New Group" as the Nerv trigger
3. Map Nerv fields to ApproveThis’ request form
4. Set approval rules based on contact data (e.g., deal size, location)
5. Test with sample Nerv contacts

Pro tip: Use ApproveThis’ calculated fields to auto-populate approval thresholds. For instance, if a Nerv contact’s "estimated_value" field exceeds $50K, require CMO approval automatically.

Team-Specific Benefits

Sales Teams

Reduce deal delays by automating approval for:

• Discounts over 15% (triggered by Nerv’s "proposed_rate" field)
• Client category upgrades based on meeting notes
• Territory exceptions requiring VP override

Marketing Teams

Maintain list hygiene with workflows that:

• Require GDPR consent verification before adding to campaigns
• Escalate unsubscribed contacts for manager review
• Auto-approve newsletter signups from approved domains

Operations Teams

Streamline compliance with:

• Automatic legal holds for contacts involved in active contracts
• Two-person approval for vendor contact groups
• Integration with HR systems when employee status changes

Beyond Basic Approvals

ApproveThis adds value through features most teams don’t initially consider:

• Vacation routing: Auto-reassign approvals when Nerv shows a contact’s manager is OOO
• Approval chains: Require sequential sign-offs for multi-region contact groups
• Dynamic fields: Pull Nerv data like last interaction date into approval criteria

Getting Started

The Nerv-ApproveThis integration works best for teams that:

• Manage 100+ contacts with compliance requirements
• Work with external partners needing approval access
• Have complex deal desks or legal review processes

To implement:

1. Book a 15-minute ApproveThis demo
2. Create your free Nerv account at nerv.example.com
3. Build your first Zapier workflow using the templates above

Final Thoughts

Combining Nerv’s contact management with ApproveThis’ approval engine solves two growing challenges: scaling personal outreach while maintaining oversight. It’s not about adding bureaucracy – it’s about enabling faster decisions with proper checks. Teams using both platforms report 40% faster approval cycles and 75% fewer compliance incidents within six months.

Ready to streamline your contact workflows? Start your free ApproveThis trial or explore Nerv’s features today.