ApproveThis manages your to.co Integration approvals.

Why These Two Tools Make Sense Together

Let's cut to the chase: companies between 50-5,000 employees don't have time for manual approval processes. You're using to.co as your source of truth for company data – contacts, locations, all that good stuff. But when you need sign-offs on new entries or changes? That's where things get messy. ApproveThis cuts through the chaos with automated approval workflows that plug directly into to.co through Zapier. No more chasing down executives in Slack. No more "I thought YOU approved this" emails. Just clean records in to.co and a clear audit trail of who signed off on what.

The Nuts and Bolts of Integration

Here's how it works: Zapier acts as the bridge between to.co's data management and ApproveThis' approval engine. When something happens in to.co (new contact added, location updated), Zapier triggers an approval workflow. Decision-makers get notified via email – they can approve/reject without even logging into another system. Once approved, the data flows back to to.co automatically. The kicker? Your approvers don't need to.co licenses. Perfect for external partners or cross-department reviews where you don't want to pay for extra seats.

Real-World Use Cases That Don't Suck

Use Case 1: Validating New Contacts

Imagine your sales team adds a new enterprise contact in to.co. Instead of letting that sit unverified, ApproveThis automatically routes it to:

• Legal (check compliance)
• Finance (validate budget)
• Sales ops (confirm territory alignment)

We worked with a medical device company that reduced their sales onboarding time by 40% using this exact flow. Their compliance team loved the calculated fields feature – auto-flagging contacts that required extra documentation based on deal size.

Use Case 2: Location Approvals That Don't Get Lost

Retail chains and field service companies live and die by location data. When a new site gets added to to.co, ApproveThis can:

• Route to real estate teams for lease reviews
• Trigger safety inspections via integrated forms
• Auto-approve locations under $50k using approval thresholds

A regional restaurant group uses this to manage new franchise locations. Their ops team set up sequential approvals where GM > Regional Director > CFO get escalating alerts if a location isn't approved within 48 hours.

Use Case 3: Reverse-Flow Automation

Sometimes you need the trigger to go the other way. When an ApproveThis request gets approved (say, a marketing campaign budget), it can auto-create a clean contact record in to.co. We've seen creative agencies use this to:

- Maintain client approval records alongside campaign assets
- Auto-populate stakeholder contacts for future projects
- Trigger follow-up tasks in their project management tools

Setting This Up Without Losing Your Mind

Here's the straight talk: if you can set up a Zoom meeting, you can configure this integration.

1. Connect both apps to Zapier (takes 2 minutes each)
2. Choose your trigger: "New Contact" or "New Location" in to.co
3. Map the key fields to an ApproveThis template
4. Set approval rules (who needs to sign off, in what order)
5. Test with a $0 transaction first

Pro tip: Use ApproveThis' calculated fields to auto-route requests. For example, locations over 10,000 sq ft could skip straight to facilities management, while smaller ones go to local managers.

Why Different Teams Will Actually Use This

For Sales Leaders

Your reps are adding contacts faster than you can verify them. Approval thresholds let you auto-approve SMB leads while requiring exec sign-off on enterprise deals. Vacation delegation ensures deals don't stall because someone's at Burning Man.

For Operations Managers

New locations mean compliance headaches. Set conditional approval chains where high-risk locations require extra sign-offs. Real-time tracking shows exactly where bottlenecks are forming.

For Finance Teams

Connect purchase approvals to to.co's vendor records. Approval groups let you require consensus from AP and department heads. All approvals live alongside vendor data – no more digging through email chains during audits.

The Hidden Perks You'll Actually Care About

Beyond the obvious time savings, there's some sneaky good stuff here:

- Email approvals: C-levels can approve from their phones without learning new software
- Audit trails: Every decision timestamped and tied to user records in to.co
- Escalation paths: Auto-reassign approvals if someone's OOO
- Custom fields: Add context like "Urgency Level" or "Compliance Notes" right in the approval request

Common Mistakes (And How to Avoid Them)

We've seen teams trip up by:
- Overcomplicating approval chains (start with 2-3 steps max)
- Not using calculated fields for auto-routing
- Forgetting to set escalation rules
The fix? ApproveThis lets you clone and tweak workflows as you scale. No need to nail it on the first try.

Bottom Line

If you're using to.co as your company directory but still doing approvals via email threads and sticky notes, this integration is your escape hatch. It's not about flashy features – it's about eliminating the 37 back-and-forth emails that happen every time someone needs to sign off on a new contact or location.

Next steps:
- Register for ApproveThis (free 14-day trial)
- Connect via Zapier (takes 8 minutes)
- Or book a 15-minute demo to see live examples

No sales jargon. No commitment. Just fewer approval headaches.