ApproveThis manages your Cloze Integration approvals.

Let's be real: approvals suck. They're the clogged artery of business operations. Someone's always out of office. Requests get buried in Slack. Clients ghost emails. And nobody - nobody - wants to explain for the third time why this invoice needs urgent attention.

That's why pairing ApproveThis (your approval sheriff) with Cloze (your relationship brain) via Zapier is like giving your ops team superpowers. We're talking automated paper trails in your CRM, approval triggers based on client activity, and zero more "did you see my email?" follow-ups.

Why This Combo Doesn't Just Work – It Actually Solves Sh*t

Cloze remembers every email, call, and coffee meeting. ApproveThis chases down decisions like a bloodhound. Together? They fix the two biggest approval killers:

• Context blackouts: Approvers see CRM history while reviewing requests
• Decision limbo: Auto-logged outcomes + next steps in Cloze timelines

Take client onboarding. Marketing agency needs final sign-off on a $50K campaign. Normally: 12 emails, 3 missed calls, client "forgets" which version they approved. With this setup? Request auto-generated when Cloze flags client as "Contract Signed", all creative briefs attached, approvals happen in email. Denied? Cloze logs why and prompts account lead to follow up.

Real Teams Using This (Without Killing Each Other)

1. Sales Ops Stops Commission Disputes

When reps change deal stages in Cloze (looking at you, "99% sure" forecasters), ApproveThis auto-pings sales directors. Requires upload of signed SOW or call recording. Approved? Cloze logs it as timeline event. Denied? Deal stays in "Negotiation" with notes.

Actual result for 200-person SaaS company: 67% fewer commission clawbacks, because approvers saw the full email chain before rubber-stamping.

2. Procurement Teams That Don't Ghost Vendors

Supplier submits quote via Formstack → ApproveThis pings legal + budget owner → Once approved, Cloze auto-schedules vendor kickoff call and logs contract version. No approval? Cloze triggers "Template Response" email through Gmail, saving buyer relationships.

3. Client Services Avoiding Scope Creep

Client asks for "quick add-on" during Zoom? Log call in Cloze → ApproveThis routes change order for internal sign-off → Once greenlit, Cloze updates project timeline and notifies client. Denied? CS lead gets talking points to push back politely.

Setting This Up Without IT Holding Your Hand

Connect in Zapier in 8 minutes flat:

1. Zap 1: When Cloze contact reaches "Contract Review" → Create ApproveThis request with deal details
2. Zap 2: When ApproveThis request denied → Add Cloze timeline note + task for sales lead
3. Zap 3: When Cloze task marked complete → Auto-close ApproveThis request

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk requests. Example: If Cloze shows >3 unresolved support tickets, require CRO approval on discount renewals.

Why Your CFO Will High-Five You

ApproveThis doesn't charge per approver. Client needs to sign off? Add their email. No extra Cloze seats needed. Legal wants to review NDA? CC their ApproveThis link. Everyone stays in their own system, but you’re not herding cats.

Plus, vacation delegation means Karen from Accounting can ski Vail without derailing Q4 budgets. Her backup gets auto-assigned requests, with all Cloze context attached.

Teams That Actually Benefit (Not Just Corporate Buzzword Bingo)

Sales Leaders

Stop deals from closing with handshake terms. Every discount, extension, or custom term auto-triggers approval with deal health metrics from Cloze.

Professional Services

Auto-route change orders based on client tier in Cloze. Platinum clients get fast-track approvals, others require sponsor review. Billables tracked without spreadsheets.

Procurement

New vendor added in Cloze? Require insurance certs + diversity forms before contract drafting. Auto-archive denied requests with compliance reasons logged.

“But Our Approval Process Is Special”

Cool. ApproveThis handles:

• Multi-tiered approvals (Manager → Director → VP)
• Consensus voting (3/5 team leads must agree)
• Auto-approvals under $1K
• Department-specific rules (Legal always reviews NDAs)

All while feeding real-time data back into Cloze. Denied a vendor request? Their Cloze profile gets tagged "Requires Legal Review". Approved a client discount? Their account shows "Contract Exception" on the next renewal.

No, Really – What’s the Catch?

You’ll need Cloze for CRM (obviously) and ApproveThis for approvals. Zapier handles the glue. ApproveThis starts at $29/month, which is less than the hourly cost of someone manually chasing approvers.

Biggest hurdle? Letting go of "We’ve always done it through email." But once you see finance closing books 2 days faster because all approvals are logged in Cloze? You’ll wonder how you ever functioned.

How To Not Screw This Up

Common mistakes we’ve seen:

• Overcomplicating workflows: Start with 1-2 critical processes (contracts, POs)
• Ignoring conditional logic: Use ApproveThis thresholds to auto-approve small requests
• Forgetting context: Always map Cloze data (last contact date, deal stage) into approval requests

Pro move: Create a Cloze segment called "Pending Approvals" that auto-updates based on ApproveThis status. Instant visibility without status meetings.

Bottom Line

If your team loses hours weekly chasing down decisions, or if clients complain about slow responses, this integration pays for itself in days. It’s not about fancy tech – it’s about eliminating the crap work that makes people hate process.

ApproveThis works because it meets approvers where they are (email) while giving ops teams the audit trails they need. Cloze remembers what people forget. Together? They turn approval bottlenecks into a single click.

Get started free or book a 15-minute demo to see live examples from your industry.