ApproveThis manages your InfiniteCRM Integration approvals.

Why Your CRM Needs an Approval Sidekick

Let’s cut to the chase: CRMs like InfiniteCRM are great at tracking leads and managing customer relationships. But when it comes to getting actual decisions made – like approving new accounts, processing refunds, or greenlighting contracts – things get messy. That’s where ApproveThis comes in. It’s not just another tool; it’s the missing piece that stops approvals from bottlenecking your sales, finance, or customer support teams.

Connect the two via Zapier, and you’ve got a system where InfiniteCRM handles the data while ApproveThis handles the decisions. No more chasing down managers for sign-offs. No more lost email threads. Just a clean, auditable process that keeps deals moving and clients happy.

What Happens When You Stop Manually Herding Approvals

Picture this: Your sales team closes a deal in InfiniteCRM. Instead of Slack-bombing the finance team for a contract approval, the system automatically routes it to the right people. Approvers click “yes” or “no” directly from their inbox. Once approved, the contract gets logged back into InfiniteCRM without anyone lifting a finger. That’s the reality when you connect these platforms.

For companies between 50-5,000 employees, this combo solves three big headaches:

• Speed: Deals move faster when approvals aren’t stuck in inbox purgatory
• Compliance: Every decision is tracked, with a clear audit trail

And here’s the kicker: Approvers don’t need an InfiniteCRM license. Perfect for involving external partners or executives who shouldn’t have full CRM access.

Real-World Use Cases (No Fluff Included)

1. Automate New Account Approvals

How it works: When a sales rep creates a new account in InfiniteCRM, ApproveThis instantly generates an approval request. Finance checks the credit terms, Legal reviews the contract – all via email. Once approved, InfiniteCRM updates automatically.

Who needs this: - B2B companies with complex onboarding (think SaaS or manufacturing) - Teams dealing with high-value accounts that require multiple sign-offs

Pro Tip: Use ApproveThis’ approval thresholds to auto-approve small accounts under $5K, saving time for bigger deals.

2. Turn Support Tickets into Actionable Approvals

How it works: When a customer refund ticket hits InfiniteCRM, ApproveThis routes it to the department lead. If approved, the ticket auto-updates with next steps. If denied, the support team gets notified to follow up.

Who needs this: - E-commerce companies processing returns/refunds - SaaS businesses handling upgrade/downgrade requests

Why it’s better than manual: Vacation delegation in ApproveThis means no approvals get stuck if a manager’s OOO.

3. Escalate High-Risk Deals Faster

How it works: When a sales opportunity in InfiniteCRM exceeds $50K, ApproveThis triggers a multi-level approval chain. The VP gets notified first, then Legal – all with real-time status updates in both systems.

Who needs this: - Enterprise sales teams - Companies in regulated industries (healthcare, finance)

Secret weapon: Use ApproveThis’ calculated fields to auto-calculate deal risk scores based on CRM data, routing high-risk deals to execs.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect these tools. Here’s the playbook:

1. Create a Zapier account (free tier works for testing)
2. Choose your trigger in InfiniteCRM (new account, ticket, etc.)
3. Select ApproveThis as the action app
4. Map CRM fields to your approval request template

Most setups take under 20 minutes. Seriously. The key is to start simple – automate one approval flow first (like new accounts), then expand.

Which Teams Get the Biggest Wins?

Sales Teams: Close Deals, Not Tickets

Your AE closes a $100K deal. Instead of waiting 3 days for Legal’s okay, ApproveThis pings them immediately with all deal details pulled from InfiniteCRM. Approved? The contract gets generated automatically. Denied? The AE knows within hours to renegotiate.

Customer Support: Fix Issues Before They Escalate

An angry customer requests a full refund via InfiniteCRM. The ticket auto-triggers an approval to the support lead. If approved, the refund processes instantly. If denied, the team gets alerted to offer a compromise (discount, free month, etc.) before the customer churns.

Finance: Stop Being the Bottleneck

New vendor account requests from InfiniteCRM now route through ApproveThis with all relevant data (tax forms, contracts). Finance can approve/deny from their phone during meetings. Bonus: Auto-archive approved requests to your accounting software via Zapier.

Why This Isn’t Just Another Integration

Most approval tools require approvers to log into yet another system. With ApproveThis, they just click a link in their email. For InfiniteCRM users, that means:

• External partners can approve without CRM access
• Execs spend seconds approving, not minutes navigating dashboards

Plus, ApproveThis’ real-time tracking gives managers visibility without micromanaging. Check if that $20K upsell is stuck in Legal without pinging anyone on Slack.

Ready to Stop Chasing Approvals?

If your InfiniteCRM workflows involve more herding than actual work, it’s time to automate. ApproveThis isn’t about replacing your CRM – it’s about making the decisions in your CRM actually happen.

Next steps:

1. Register for ApproveThis (free 14-day trial)

2. Book a custom demo to map your key approval flows

Pro tip: Bring your messiest approval process to the demo. We love a good challenge.