ApproveThis manages your Revamp CRM Integration approvals.

Why Approval Automation Matters for CRM Users

Revamp CRM helps sales teams move deals forward. ApproveThis ensures those moves stay compliant. Together through Zapier, they create a closed-loop system where customer data triggers approvals, and approvals update customer records – all without manual handoffs.

Consider a sales rep negotiating a custom deal. Without integration:
1. They create the deal in Revamp CRM
2. Switch to email/Slack to request discounts
3. Chase approvers for responses
4. Manually update CRM post-approval
With integration: The discount request auto-generates in ApproveThis, routes via configured rules, and upon approval, updates Revamp CRM with terms and next steps.

Four Workflows Transformed

1. New Customer Vetting

When high-risk clients enter Revamp CRM (large orders, custom terms), ApproveThis adds governance. Marketing agencies use this to prevent over-servicing:
- Trigger: New contact in Revamp with "Proposal Value" over $20k
- Action: Auto-create approval request with deal terms
- Result: Legal/ops review terms before sales commits

2. Deal Desk Automation

Manufacturing reps often need engineering sign-off on custom configurations. The integration ensures:
- Revamp deal records include technical specs
- ApproveThis routes to engineers based on product line
- Approved deals auto-populate production notes

3. Approval-Driven Task Management

Service teams link approvals to deliverables:
- Client approves change order in ApproveThis
- Zapier creates Revamp CRM task with scope/docs
- Technicians complete work per approved terms

4. Audit-Ready Decision Logging

Financial firms use the "Approval → CRM Note" flow:
- Loan exception approved in ApproveThis
- Zapier appends Revamp CRM deal with:
-- Who approved
-- When
-- Rationale from approval comments

Setup Essentials

Time: 12 minutes if prepping these items:
- Revamp CRM API keys (Admin → Integrations)
- ApproveThis account (Free trial works)
- Zapier login

Sample Configuration: Deal Approvals

1. In Zapier, choose "New Deal" as trigger from Revamp CRM
2. Filter deals needing approval (e.g., discount >15%)
3. Action: "Create Request" in ApproveThis
-- Map Revamp fields (Amount, Contact) to approval form
-- Set approvers via role (CFO) or individual
4. Add conditional path:
-- If approved: Update Revamp deal stage to "Closed-Won"
-- If denied: Create follow-up task in Revamp

Pro Tip: Use ApproveThis' Calculated Fields to auto-calculate discount impact on margins during approval.

Cross-Functional Benefits

Sales Teams

Reduce quote-to-close time by 37% (observed in HVAC vendors):
- Approve custom pricing during CRM data entry
- Escalate stalled approvals via vacation delegation
- Track deal-specific approval SLAs

Marketing Operations

Event sponsorships often need cross-department sign-off:
- Create Revamp CRM contacts for vendor
- Auto-trigger approval with budget impact
- Approved? Sync details to project management

Client Services

External approvals made trackable:
- Clients approve change orders via email (no Revamp login)
- Approved work orders auto-sync to Revamp tasks
- Denied requests create CRM cases for revision

Beyond Basic Automation

ApproveThis adds nuance Revamp CRM can't handle natively:

Threshold-Based Routing

Software resellers auto-approve discounts under 10%, route larger requests to regional directors, and flag anything over 25% for CFO review – all based on Revamp deal amounts.

Approval Analytics

Track which Revamp-generated deals get stuck in approval, how long legal takes on MSA reviews, or what % of discounted deals close.

Client-Proof Approvals

External partners (distributors, agencies) approve directly via email without Revamp CRM licenses. Their decisions still sync back to deal records.

Getting Started

1. Register for ApproveThis (Free 14-day trial)
2. In Revamp CRM, tag deals/contacts needing approvals
3. Use Zapier to connect "New Deal" → "Create Request"
4. Set approvers & thresholds in ApproveThis
5. Test with non-critical deals first

For complex workflows (multi-region approvals, conditional fields), book a demo to map your Revamp CRM data flow.

Final Thought: Approval as Strategy

Integrating Revamp CRM with ApproveThis isn't about adding process – it's about making governance a competitive edge. When approvals happen in sync with deal progression (not as afterthoughts), companies close faster with fewer errors. That's the power of connected systems.