ApproveThis manages your Fieldnotes Integration approvals.

Why Your Team Needs This Integration (Besides Saving Your Sanity)

Let's cut through the corporate jargon - you're here because your approval processes suck. Tasks get stuck in email purgatory. Clients ghost important requests. Your CRM becomes a graveyard of half-approved ideas. That's where pairing ApproveThis with Fieldnotes changes the game.

Fieldnotes keeps your sales and ops teams organized with contact management and task tracking. ApproveThis handles the messy human part - decisions. Together via Zapier, they create an actual system instead of hoping people check their inboxes. We're talking real-time approvals that automatically update your CRM, task workflows that don't require babysitting, and client interactions that don't fall through the cracks.

Here's the kicker: ApproveThis approvers don't need Fieldnotes licenses. Perfect for when you need sign-off from external partners or executives who shouldn't have full CRM access. No more "Can you resend that PDF?" or "I never saw that email."

Four Ways This Combo Actually Works (Not Just Theory)

1. Task Approvals That Don't Kill Momentum

Marketing agencies: Picture this. Your team creates a new client task in Fieldnotes for a $50K campaign. Zapier automatically pings the CMO via ApproveThis. They approve directly from their phone during their commute. Fieldnotes updates the task status before your coffee gets cold.

2. Approval Paper Trails That Don't Require Archaeology

When legal teams approve a contract in ApproveThis, the integration slaps a timestamped note in Fieldnotes with "Approved by Jane Doe on 5/21 - see request #4567." No more digging through Slack threads when audits happen.

3. Client Onboarding That Doesn't Embarrass You

New prospect conversation starts in Fieldnotes? Auto-create an approval request for your sales director. They check the notes, approve moving to contract phase, and Fieldnotes updates the contact record - all before the prospect loses interest.

4. Contact Updates That Actually Stick

Approved a discount for a customer in ApproveThis? The integration pushes the new terms to their Fieldnotes profile. Your support team sees the updated deal without having to ask sales. Less confusion, fewer "But I was promised..." escalations.

Setup That Takes Less Time Than Your Morning Standup

1. Connect the Players: Log into Zapier, add your ApproveThis and Fieldnotes accounts (takes 2 minutes if you're slow at typing).

2. Pick Your Trigger: Choose Fieldnotes events like "New Task" or "Conversation Started." ApproveThis actions like "Create Request" or "Update Contact."

3. Test Drive: Zapier's interface lets you run test approvals. Pro tip: Name your Zaps clearly ("Task → Legal Approval → CRM Update") so you don't create spaghetti workflows.

Where This Combo Shines Across Your Org

Sales Teams: Stop Losing Deals to Red Tape

Your AE closes a deal that needs finance approval. Instead of CC'ing 10 people, ApproveThis routes it based on deal size. Once approved, Fieldnotes automatically updates the contact's status and notifies the account manager. Bonus: Vacation mode ensures approvals don't stall when someone's at that offsite.

Operations: Kill the Spreadsheet Approval Matrix

Procurement requests from Fieldnotes tasks get routed through ApproveThis with calculated fields. Spending $5K? Needs director approval. $20K? Auto-escalate to VP. Approved requests sync back to Fieldnotes with budget codes. Your AP team stops hating you.

Client Services: No More "Who Approved That?!"

When clients request scope changes via Fieldnotes conversations, ApproveThis forces proper sign-off before anyone starts work. The kicker? Clients approve via email without needing a Fieldnotes login. All terms get logged as notes in the CRM. Scope creep handled.

Why This Isn't Just Another Integration

ApproveThis brings three things most approval tools miss:

• Thresholds that actually work: Auto-approve small expenses but require human eyes on big spends
• Delegation that doesn't suck: Approvers OOO? Responsibilities shift automatically

Fieldnotes keeps everything documented without becoming Salesforce-level bloated. Together, they prevent these scenarios:

- A $100K deal dies because legal took 3 weeks to review basic terms
- Marketing launches unapproved copy because someone missed an email
- Clients get duplicate requests because nobody checked the CRM

Real Talk: Limitations Exist

This isn't magic. You need to:

• Map your approval chains properly in ApproveThis
• Keep Fieldnotes contact data relatively clean

But compared to building custom workflows? You're saving weeks of dev time. Plus, Zapier handles updates when either platform changes APIs.

Next Steps (If You Actually Want to Improve)

1. Try the Free Playground: ApproveThis has a trial that works with Fieldnotes. Build a test approval flow in 15 minutes.
2. Steal Our Zap Templates: We've pre-built the most common workflows - grab them when you sign up.
3. Demo for Skeptics: Book a 20-minute walkthrough if you need to convince stakeholders.

Get Started with ApproveThis or schedule a no-BS demo. Your future self (the one not chasing approvals) says thanks.