When Your CRM Needs Backup
Let's cut through the fluff: CRMs like Thriwin are great at tracking leads and managing pipelines, but they fall flat when real decisions need to happen. That's where ApproveThis comes in - think of it as the missing "approval layer" that keeps deals moving instead of getting stuck in inbox limbo.
Here's why this combo works: Thriwin tells you what's happening with your leads. ApproveThis handles who needs to sign off on next steps. Together, they automate the bureaucratic crap that slows down sales teams and frustrates clients.
No More Approval Chicken
Thriwin's strength is visibility - you see every lead, conversation, and deal stage. But when a sales rep needs sign-off on pricing exceptions or custom contract terms? That's when things get messy. ApproveThis adds structure without the rigidity:
- Automatic routing: New Thriwin lead hits specific criteria? Approval request fires off to the right person before the rep even finishes their coffee
- Email approvals: Decision-makers don't need another login. They approve/deny directly from their inbox
- Real-time tracking: See which deals are stuck waiting on legal vs. finance vs. that one VP who's always "in meetings"
Three Ways This Combo Actually Works in the Wild
1. Killing Lead Response Lag
The Problem: Marketing qualifies a lead in Thriwin, but it sits until someone approves assigning it to sales. By the time reps follow up, the lead's cold.
The Fix: Set up a Zapier trigger so new Thriwin leads automatically create ApproveThis requests. Sales managers get an email with lead details - one click approves assignment. Reps get notified in Thriwin immediately.
Who Cares: Marketing agencies bidding on time-sensitive projects. Manufacturing companies dealing with complex RFQs. Any team where first response time impacts win rates.
2. Escaping Contract Purgatory
The Problem: Custom deals in Thriwin require legal review, but nobody tracks whose desk they're on. Deals close slower, clients get antsy.
The Fix: When a Thriwin deal reaches "Legal Review" stage, ApproveThis:
- Routes contract to legal team with due date
- Escalates to GC after 48 hours
- Auto-updates Thriwin deal status once approved
Who Cares: SaaS companies with custom SLAs. Healthcare providers negotiating vendor contracts. Any org where legal bottlenecks delay revenue.
3. Stopping Discount Disasters
The Problem: Sales reps promise unauthorized discounts to hit quotas. Finance finds out later, margins take a hit.
The Fix: Configure ApproveThis thresholds in Thriwin deals:
- Deals under 5% discount auto-approve
- 5-10% requires regional manager approval
- 10%+ needs CFO sign-off
Who Cares: Retailers running flash sales. Service firms with tiered pricing. Companies where discount authority needs guardrails.
Setting This Up Without Losing Your Mind
Here's the no-BS guide:
- Connect Thriwin and ApproveThis via Zapier (takes 6 minutes)
- Map these Thriwin fields to ApproveThis:
- Lead/deal value
- Client tier
- Urgency flags
- Set approval rules in ApproveThis:
- Who approves what
- Auto-approval thresholds
- Escalation timelines
- Test with a real Thriwin lead/deal
Pro Tip: Use ApproveThis' vacation delegation so approvals don't die when someone's OOO. Legal team on retreat? Requests auto-reroute to their backup.
Why This Isn't Just for Sales Teams
Different departments get different wins:
Finance Teams
Finally get visibility into pending deals without micromanaging. Set hard budget limits in ApproveThis that trigger automatic deal rejections in Thriwin when caps are exceeded.
Operations Teams
Stop playing carrier pigeon between departments. Manufacturing needs client approval on custom specs? Route Thriwin project requests through ApproveThis with mandatory engineering sign-off.
Client Success Teams
Get notified in Thriwin when clients approve contract renewals via ApproveThis. No more guessing if they've signed - the system tracks it automatically.
The Silent Killer Feature Nobody Talks About
ApproveThis doesn't require approvers to have Thriwin licenses. Huge for:
- External partners approving joint deals
- Cross-department reviews (legal doesn't need CRM access)
- Client approvals on project milestones
Example: A marketing agency sends Thriwin project specs to client stakeholders via ApproveThis. Clients approve directly by email. No logins, no training, no "I didn't get the notification" excuses.
When to Avoid This Integration
This combo isn't magic fairy dust. It works best when:
- You have repeatable approval processes (not one-off exceptions)
- Decision-makers actually check email (if your CFO lives on a sailboat, maybe stick to carrier pigeons)
- You're ready to enforce approval rules (the system only works if you stop allowing backchannel approvals)
How to Not Screw This Up
Common pitfalls we've seen:
- Overcomplicating workflows: Start with 2-3 critical approval types, then expand
- Ignoring auto-approvals: Use thresholds for small decisions - saves hundreds of monthly approvals
- Forgetting mobile: 63% of approvals happen on phones - test the email experience
Ready to Stop Chasing Sign-Offs?
Here's your move:
- Register for ApproveThis (free trial covers this use case)
- Connect to Thriwin via Zapier using the triggers we discussed
- Run one deal through the system - you'll see where approvals were getting stuck
Or if you'd rather have us set it up while you focus on actual work: Book a 15-minute demo. We'll show how other teams in your industry cut approval delays by 60%+.
Integrate with Thriwin Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
Learn More
Best Approval Workflows for Thriwin
Suggested workflows (and their Zapier components) for Thriwin
Create approval requests for new Thriwin leads
When a new lead is generated in Thriwin, this integration initiates an approval request via ApproveThis to streamline decision-making. It helps ensure that each lead is reviewed efficiently before proceeding. *Note: Ensure all necessary lead details are mapped in the approval request.*
Zapier Components

Trigger
New Lead Generated
Triggers when a new lead is generated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create marketing contacts for new approval requests
When a new approval request is received in ApproveThis, this integration creates a marketing contact in Thriwin to streamline follow-up processes. It ensures that every approved request results in timely lead engagement. *Note: Verify approval request details to correctly populate contact information.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Marketing Contact
Creates a new contact on thriwin portal.
Create approval requests for new deals generated
When a new deal is generated in Thriwin, this integration automatically creates an approval request via ApproveThis to facilitate multi-step deal evaluation. It promotes efficient processing and ensures key stakeholders are notified. *Note: Map deal details accurately to the corresponding request fields.*
Zapier Components

Trigger
New Deal Generated
Triggers when a new deal is generated.
Action
Create Request
Creates a new request, probably with input from previous steps.
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