ApproveThis manages your BoardCRM Integration approvals.

When Approval Automation Meets CRM Power

Modern sales teams face a critical challenge: moving deals forward quickly while maintaining financial control and compliance. BoardCRM delivers exceptional pipeline visibility and deal management, while ApproveThis brings military-grade approval automation to the table. Together through Zapier, these platforms create closed-loop systems where deals trigger approvals, approvals update records, and nothing falls through the cracks.

Capabilities Compared, Strengths Multiplied

BoardCRM excels at tracking leads, managing deals, and visualizing sales pipelines. Its intuitive interface makes it easy for sales reps to log interactions and forecast accurately. However, when deals require approvals – whether for special pricing, contract terms, or compliance checks – manual processes often create delays.

ApproveThis fills this gap with:

• Multi-step approval chains with conditional logic
• Automatic escalations for overdue decisions
• Email-based approvals requiring zero software access

When integrated via Zapier, these systems enable scenarios like automatically pausing high-risk deals until proper approvals occur, or instantly updating CRM records when approvals complete.

Real-World Workflows That Move the Needle

1. Deal Creation Triggers Compliance Checks

For marketing agencies pitching enterprise clients, new deals often require legal and financial vetting. A Zapier automation can:

1. Detect new deals in BoardCRM exceeding $50K
2. Launch multi-department approval workflows in ApproveThis
3. Auto-email general counsel and CFOs via their existing inboxes
4. Update deal stage in BoardCRM upon approval

This prevents sales teams from overpromising while keeping legal/finance teams in the loop without CRM access.

2. Contract Amendments Require Re-Approval

Manufacturing companies often renegotiate bulk order terms mid-deal. By connecting BoardCRM updates to ApproveThis:

- Any change to payment terms or delivery dates triggers fresh approvals
- Sales managers get side-by-side comparison of old vs new terms
- Approved changes auto-update BoardCRM with revision history

This maintains audit trails while accelerating contract adjustments.

3. Post-Approval CRM Automation

For SaaS startups using BoardCRM:

1. Approved discount requests in ApproveThis trigger
2. BoardCRM deal updates with approved pricing
3. Auto-generated contracts in connected tools
4. Pipeline analytics reflect approved terms immediately

This eliminates manual data entry errors that plague fast-growing teams.

Technical Setup Made Simple

Connecting the platforms takes 15 minutes:

1. Create Zapier account (free tier works)
2. Choose BoardCRM as trigger app
3. Select ApproveThis as action app
4. Map deal fields to approval templates
5. Test with live data

Key configuration tips:

- Use ApproveThis' calculated fields to auto-flag deals needing approvals
- Set approval thresholds based on BoardCRM deal values
- Enable vacation delegation to prevent approval bottlenecks

Team-Specific Benefits That Add Up

Sales Teams

Reps gain clarity on which deals need approvals and why, with real-time status updates directly in BoardCRM. Automatic reminders prevent stalled deals waiting on approvers.

Operations Teams

Standardized approval criteria reduce exception handling. Approval groups ensure the right stakeholders review contracts, pricing, and compliance items without micromanagement.

Finance Teams

Real-time visibility into approved vs pending deals improves forecasting accuracy. Audit trails automatically attach to CRM records for compliance reporting.

The Hidden Advantage: External Collaboration

ApproveThis eliminates a critical friction point: external approvers don't need BoardCRM licenses. Partners, clients, or regulators can approve requests via email while maintaining full security and audit capabilities. This enables scenarios like:

- Client sign-offs on project scope changes
- Vendor approval of expedited shipping requests
- Investor approvals for special financing terms

Beyond Basic Automation

While the Zapier integration handles core triggers, ApproveThis adds intelligent layers:

Conditional Routing: Deals from enterprise accounts route to legal first, while SMB deals go straight to sales directors.
Dynamic Escalation: High-value deals automatically notify executives if middle managers don't approve within 24hrs.
Approval Analytics: Identify which deal types cause delays and optimize processes accordingly.

Getting Started

To implement these workflows:

1. Create your ApproveThis account
2. Connect to BoardCRM via Zapier
3. Start with high-impact approval scenarios
4. Expand based on team feedback

Final Thought: Approval as Competitive Advantage

In markets where deal velocity separates winners from runners-up, intelligent approval automation isn't just about risk mitigation – it's about enabling faster, smarter decisions. By connecting BoardCRM's sales intelligence with ApproveThis' workflow rigor, teams gain both speed and control.

Ready to eliminate approval bottlenecks? Start your free ApproveThis trial or book a custom demo to see CRM integration in action.