ApproveThis manages your Nimble Integration approvals.

When Approval Management Meets Social CRM

Let's cut through the corporate speak: approvals suck. They bottleneck deals, bury teams in email threads, and make "quick sign-offs" an office myth. Now imagine your CRM could actually prevent those cluster-moments instead of just tracking them.

ApproveThis automates approval workflows. Nimble organizes contacts and sales. Together through Zapier, they're like giving your sales ops team a time machine. We're talking about turning week-long approval marathons into 15-minute tasks that happen while you're grabbing coffee.

Why This Combo Works (When Others Don't)

Most CRMs handle approvals with all the grace of a fax machine. Nimble's great at relationships - but when you need three VPs to sign off on a custom client proposal? That's where ApproveThis comes in.

Key benefits no one talks about:

• No license juggling: External clients can approve directly via email without Nimble logins
• Deadline insurance: Auto-reassign approvals when Karen from legal takes PTO

Real example: A 200-person cybersecurity firm cut their client onboarding time from 11 days to 3 by connecting contract approvals in ApproveThis to Nimble deal records. Their sales team stopped playing spreadsheet detective.

Three Ways This Integration Actually Gets Used

1. Auto-Create Contacts from Approval Requests

The problem: New client request hits legal, gets approved, then sales scrambles to update Nimble. Rinse, repeat, waste 8 hours/week.

The fix: When ApproveThis gets a new vendor onboarding request, Zapier automatically creates a Nimble contact. Approval happens, contact's already tagged and ready.

Who uses this: Marketing agencies approving client content. Legal teams vetting new partners. Procurement signing off on suppliers.

2. Trigger Approvals from New CRM Entries

The problem: Sales adds a "big fish" lead in Nimble. Now accounting needs to approve special payment terms. Cue the Slack avalanche.

The fix: New Nimble contact? Auto-create an ApproveThis request with deal details. Finance gets it in their inbox, clicks approve. Deal moves without meetings.

Who uses this: Sales teams needing pricing exceptions. Support teams escalating enterprise accounts. HR vetting executive hires.

3. Turn Approvals into Actionable Tasks

The problem: Contract gets approved, but now someone needs to update the CRM, notify sales, and schedule kickoff. Three people, six emails, one headache.

The fix: When ApproveThis finalizes a decision, Zapier creates a Nimble task with all context attached. No handoffs, no dropped balls.

Who uses this: Operations teams managing client launches. Finance closing out budgets. Product teams greenlighting feature requests.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these tools. Here's the TL;DR:

1. Log into Zapier
2. Choose ApproveThis as trigger app
3. Pick Nimble as action app
4. Map fields (takes 2 minutes)
5. Test with a real request

Pro tip: Use ApproveThis' calculated fields to auto-fill Nimble data like discount percentages or contract dates. No manual entry = fewer screw-ups.

Which Teams Actually Care About This?

Sales Ops

Stop being the human API between legal and sales. Approval thresholds in ApproveThis mean deals under $50K auto-approve, bigger ones route to directors. All tracked in Nimble.

Finance

Expense reports from road warriors? ApproveThis routes them based on amount, auto-updates Nimble with approved budgets. No more "Who approved this?!" forensics.

Procurement

New vendor requests kick off multi-department approvals. Once greenlit, Nimble gets all supplier info pre-populated. AP stops duplicating data entry.

What You're Not Using (But Should)

ApproveThis isn't just about routing forms. These features actually matter:

Vacation Delegation: CFO out? Approvals auto-reassign to VP without breaking the workflow. No more "permission denied" holds.

Approval Groups: Need consensus from three engineers? Or sequential sign-off from legal then execs? Configure once, forget about it.

Real-Time Dashboards: See every pending approval across departments. Spot bottlenecks before the client does.

Why This Isn't Just Another Integration

Most CRM-approval combos just shuffle PDFs. This actually closes loops. New Nimble contact triggers approval? That approval then updates the contact record. No dead ends.

Example: A healthcare tech company auto-approves HIPAA compliance checks via ApproveThis. Approved vendors get tagged in Nimble with compliance dates. Auditors love them now.

Cool, How Do We Start?

Option 1: Register for ApproveThis, connect Nimble via Zapier in 15 minutes.

Option 2: Book a demo - we'll show how similar companies set this up.

Either way, bring your nastiest approval headache. We live for this stuff.

Final Reality Check

This isn't magic. But if your team wastes more than 5 hours/week on approval-related BS, this setup pays for itself in a month. Actual math:

50 employees x $30/hour x 5 hours = $7,500/week. Even a 20% reduction saves $6k monthly. Your CFO will approve that.