ApproveThis manages your AtmosAI CRM Integration approvals.

Why Combine ApproveThis with AtmosAI CRM?

Modern businesses face a critical challenge: keeping customer relationships organized while maintaining control over financial and operational decisions. AtmosAI CRM excels at managing sales pipelines and customer interactions, while ApproveThis specializes in turning bureaucratic approval processes into streamlined workflows. When connected through Zapier, these platforms create a closed-loop system where customer data directly informs business decisions – and those decisions automatically update your CRM.

Consider a sales team using AtmosAI to track a $50,000 enterprise deal. Without integration, getting legal sign-off on contract terms or CFO approval for custom pricing might involve messy email chains and manual data entry. With ApproveThis connected, the moment that deal reaches a specific stage in AtmosAI, it can trigger an approval workflow with automatic routing to stakeholders. Approved contracts get logged back into the CRM; rejected ones notify sales reps to renegotiate terms – all without leaving either platform.

Three Ways This Integration Transforms Workflows

1. Deal Desk Automation for Complex Sales

Enterprise sales teams often get bogged down obtaining internal sign-offs for custom proposals. Here's how the integration helps: When a sales rep creates a new opportunity in AtmosAI CRM with a deal size over $100K, Zapier automatically triggers an ApproveThis workflow requiring sequential approvals from the sales director, legal counsel, and CFO.

A medical device manufacturer uses this setup to ensure compliance: Their AtmosAI CRM entry for a hospital contract triggers approvals only after the legal team verifies HIPAA compliance language and the finance team confirms payment terms. ApproveThis' calculated fields automatically apply discount approval thresholds – regional managers can approve up to 15% discounts, anything higher routes to the VP of Sales.

2. Client Onboarding with Zero Permission Lag

Marketing agencies and SaaS companies often struggle with client onboarding delays. When a new client project is added to AtmosAI's board, the integration can immediately create approval requests for statement of work (SOW) sign-offs.

A cybersecurity firm reduced their onboarding time by 40% using this method: New client entries in AtmosAI CRM trigger ApproveThis workflows that simultaneously route NDAs to legal, project specs to engineering leads, and billing terms to accounting. Since ApproveThis allows external approvers via email (no license required), clients receive parallel requests to sign contracts directly from their inbox.

3. Compliance Auditing Made Simple

Financial services and healthcare organizations require meticulous audit trails. The integration automatically archives AtmosAI CRM entries when approvals are initiated, creating an immutable record. If an approved request later gets modified, ApproveThis' real-time tracking updates the CRM item name with status changes (e.g., "Approved - Pending Risk Review").

A regional bank uses this to manage loan applications: Loan officers create AtmosAI entries that trigger credit committee approvals in ApproveThis. Once approved, the CRM item updates to "Cleared for Disbursement" and locks editing permissions. All decline reasons are logged directly in AtmosAI's customer profile for compliance reporting.

Team-Specific Benefits You Can’t Ignore

Sales Teams: Close Deals Faster

ApproveThis eliminates the "approval chase" that costs sales reps 11 hours per month (according to internal data). When integrated with AtmosAI CRM:

• Deals automatically escalate based on stage duration (e.g., stuck in "Contract Review" for 72 hours triggers VP alerts)
• Approval thresholds prevent discounting errors – reps see real-time guidance like "You can offer up to 12% discount without approval"

Operations: Reduce Cross-Department Friction

Approval routing rules in ApproveThis sync with AtmosAI CRM user roles. A procurement request created in AtmosAI might route to department heads based on budget category, then automatically update the CRM’s vendor management board upon approval. Vacation delegation ensures someone always handles requests – no more "Waiting for Jim’s approval" emails when Jim is hiking the Alps.

Finance: Control Without Bottlenecks

Configure ApproveThis to auto-approve routine expenses (e.g., recurring SaaS subscriptions under $200/month) while flagging anomalies. When integrated with AtmosAI CRM’s invoicing data, finance teams gain real-time visibility into approved vs. actual client spend – crucial for agencies managing retainers.

Setting Up the Integration in 15 Minutes

Step 1: In Zapier, create a new Zap with AtmosAI CRM as the trigger. Select "New Item in Board" – this detects when entries are created in your chosen CRM board.
Step 2: Set up ApproveThis as the action app. Choose "Create Request" and map CRM fields to approval request details (e.g., AtmosAI’s "Deal Amount" becomes an ApproveThis calculated field).
Pro Tip: Use ApproveThis’ conditional logic to set different approval paths. Deals under $10K might only need manager approval, while larger deals require finance review.

For two-way sync, add a second Zap: Set ApproveThis’ "Request Approved/Denied" as the trigger, then configure AtmosAI CRM to update item statuses or archive entries accordingly.

Why This Isn’t Just Another Integration

Unlike basic CRM connectors, this setup leverages ApproveThis’ unique features that most approval tools lack:

Email-Based Approvals: External partners (like client legal teams) can approve directly from email without needing AtmosAI CRM logins. Approval actions are still logged in both systems.
Dynamic Escalation: If an AtmosAI CRM deal’s close date approaches without approval, ApproveThis can automatically escalate to higher authorities.
Audit-Ready Logs: Every approval decision in ApproveThis timestamps the corresponding AtmosAI CRM entry, showing who approved what and when.

Real Results You Can Expect

Companies using both platforms report measurable improvements:
- 63% faster approval cycles for sales contracts
- 89% reduction in compliance audit findings
- 40% fewer meetings about approval status updates

A logistics company handling 300+ vendor contracts monthly slashed their procurement approval time from 14 days to 3 days by connecting AtmosAI CRM’s vendor portal with ApproveThis’ multi-step workflows. Procurement teams now auto-route contracts based on vendor risk scores stored in AtmosAI.

Ready to Transform Your Approval Chaos?

Whether you’re tired of deals stuck in approval limbo or need airtight compliance processes, the ApproveThis-AtmosAI CRM integration through Zapier is your shortcut to controlled agility. Sales teams move faster without cutting corners. Finance maintains oversight without micromanaging. Clients get quicker responses without your team working weekends.

Start your free ApproveThis trial or explore AtmosAI CRM’s features today. For a personalized walkthrough of how the integration works, book a 20-minute demo – we’ll show you how to automate approvals for your most common CRM scenarios.