ApproveThis manages your 1CRM Integration approvals.

Why This Integration Isn’t Just Another Box to Check

Let’s cut to the chase - you’re using 1CRM because you need a single source of truth for sales, accounts, and customer data. But when every invoice, lead, or opportunity needs three signatures and a carrier pigeon to get approved, even the shiniest CRM becomes a fancy database collecting virtual dust. That’s where ApproveThis comes in like that coworker who actually knows how to run a meeting.

By connecting 1CRM to ApproveThis via Zapier, you’re not just automating workflows. You’re removing the human bottlenecks that turn “urgent” requests into next-quarter problems. We’re talking about turning 1CRM’s robust data tracking into actionable decisions without requiring your approvers to log into yet another system (more on that later).

The Nuts and Bolts of Not Screwing Up Approvals

1CRM keeps your sales pipeline and financial records organized. ApproveThis keeps people from ghosting approval requests. Together through Zapier, they handle the messy middle where deals go to die and invoices get stuck in accounting limbo.

Here’s what changes when they team up:

• No more approval black holes: Every 1CRM trigger (new lead, updated invoice) automatically creates an approval request with context
• Zero license headaches: Approvers interact via email or ApproveThis - no need for 1CRM logins unless they’re already users

For companies between 50-5,000 employees, this means finance doesn’t bottleneck sales, procurement keeps projects moving, and clients don’t wonder why their simple request needs a congressional hearing.

Real-World Use Cases That Don’t Suck

1. Invoice Approvals That Don’t Require a Psychic

When 1CRM detects a new or updated invoice, ApproveThis automatically routes it based on amount, department, or project. The VP of Finance gets anything over $50K, department heads handle smaller amounts, and recurring vendor payments auto-approve below $1K.

Who this saves: Manufacturing companies where 60% of purchase orders get held up waiting for signatures from people who are always “in a meeting.” Bonus - ApproveThis’ calculated fields auto-flag invoices that exceed budget thresholds before they even reach approvers.

2. Turning “Maybe” into Money

When sales reps update a lead’s status in 1CRM, ApproveThis can require manager approval before marking it as qualified. No more rogue reps pushing shaky leads into the pipeline to hit quotas. Approved leads auto-convert into opportunities; denied ones trigger coaching workflows.

Who this helps: SaaS companies where sales teams operate like lone wolves and managers need to curb over-enthusiastic forecasting. Since ApproveThis approvers don’t need 1CRM access, it’s easy to bring in external channel partners for co-selling situations.

3. Opportunity Reviews That Aren’t Theater

When deals reach certain stages in 1CRM (proposal sent, contract draft), ApproveThis forces actual human review. Legal checks terms, Finance verifies pricing, and the sales director confirms resources. Only fully vetted opportunities proceed, preventing deals from closing with unrealistic timelines or margins.

Who needs this: Consulting firms where every engagement is custom. The approval process adapts - some clients need 3 quotes approved, others require executive sign-off on long-term contracts. Vacation delegation ensures someone’s always available to approve, even during summer Fridays.

Setting This Up Without Calling IT

If you can set a Netflix profile, you can connect 1CRM to ApproveThis:

1. Log into Zapier, create a new Zap
2. Choose 1CRM as the trigger app (e.g., “New Invoice”)
3. Select ApproveThis as the action app (“Create Request”)
4. Map 1CRM fields to ApproveThis’ template (amount, client, due date)
5. Test with a real invoice/lead to confirm approvers receive it

Pro tip: Use ApproveThis’ conditional logic to route requests. Under $10K? Auto-approve with a Slack notification. Over $10K? Send to accounting with a 24-hour SLA. Over $100K? Require CFO and Legal sign-off.

Why Your Teams Will Stop Ignoring Approval Requests

Sales: No more updating 1CRM and chasing managers for approvals. New leads automatically kick off approval workflows, and reps get notified in Slack when deals clear legal review.

Finance: Invoices from 1CRM arrive in ApproveThis with all relevant context. Approvers see PO numbers, delivery dates, and budget impacts without digging through emails. Thresholds auto-reject invoices that exceed contract limits.

Operations: Vendor onboarding in 1CRM triggers multi-department approvals. Procurement checks supplier credentials, Legal reviews contracts, and AP confirms payment terms - all before the vendor is even added to the system.

The Part Where We Tell You What to Do Next

If your 1CRM instance has more pending approvals than a DMV line, it’s time to fix the bottleneck without becoming that person who schedules yet another training webinar.

ApproveThis works because it’s approval-focused, not another platform people avoid logging into. Approvers can handle requests via email, Slack, or carrier pigeon (okay, maybe not the last one).

Register for ApproveThis, connect your 1CRM account via Zapier, and set up your first workflow in less time than it takes to explain your current approval process. Or if you prefer human interaction, book a demo and we’ll show you how other companies stopped using 1CRM as an expensive audit trail.