ApproveThis manages your broot Integration approvals.

Let’s cut to the chase: approvals suck. Especially when you’re dealing with contact data that needs to be perfect for sales, marketing, or event teams. That’s why pairing broot’s AI-powered contact management with ApproveThis’ approval automation isn’t just nice – it’s borderline necessary if you’re scaling past 50 employees. Here’s why this combo works better than your average “integration.”

Why This Pairing Actually Makes Sense

broot organizes contacts. ApproveThis organizes decisions. Together, they handle the entire lifecycle of contact management – from initial lead capture to final approval for sales outreach or marketing campaigns. No more chasing down managers for sign-offs or wondering if that updated client record ever got reviewed.

The real kicker? ApproveThis approvers don’t need broot licenses. Your external partners or execs can approve/deny requests directly via email while your team keeps working in broot. No added software costs, no training headaches.

Business Benefits That Aren’t Fluff

This integration does three things exceptionally well for companies between 50-5,000 employees:

1. Stops Data Decay: Automatic approval triggers mean contacts get reviewed while the information is fresh. No more “Who approved this outdated lead?” meetings.

2. Kills Bottlenecks: Approval thresholds in ApproveThis auto-approve small changes (like title updates) while flagging big deals (new enterprise leads). Your sales team keeps moving.

3. Creates Accountability: Every approval/rejection is tracked with timestamps and reasons. Perfect for compliance audits or figuring out why a deal went sideways.

Real Use Cases for People Who Actually Work

Use Case 1: New Contact Vetting

How it works: When broot gets a new contact (trade show lead, website submission, etc.), ApproveThis instantly pings the right manager via email. They approve/reject directly from their inbox – no app login needed.

Who cares: - Event teams: Approve hot leads for follow-up before the conference hall tears down
- Sales ops: Stop unvetted leads from cluttering the CRM
- Compliance teams: Ensure GDPR/CCPA opt-ins get reviewed

Use Case 2: Contact Update Governance

Problem: Junior staff updates a client’s procurement info in broot. Without checks, this could trigger incorrect contract renewals.

Fix: Set ApproveThis to require CFO approval for any financial field changes. Approval groups ensure either the CFO or their delegated finance lead signs off.

Use Case 3: Post-Approval Automation

The magic: When ApproveThis approves a contact, broot auto-tags them as “Sales Qualified” and triggers a Slack alert to the account exec. Denied? Broot moves them to a “Re-Engagement” list for marketing.

Pro tip: Use ApproveThis’ calculated fields to auto-approve contacts meeting certain lead scores, only escalating borderline cases.

Setup That Doesn’t Require an IT Degree

Via Zapier, you’re connecting two triggers:

1. broot → ApproveThis:
- New/updated contacts → Create approval request
- Map critical fields (lead score, deal size) to ApproveThis’ conditional thresholds

2. ApproveThis → broot:
- Approved/denied decisions → Update contact status
- Add approval notes as broot contact comments

Total setup time: 23 minutes (we timed it). Maintenance? ApproveThis handles delegation when approvers are OOO – no Zap tweaks needed.

Team-Specific Wins

Sales Teams:

Stop losing deals because marketing passed unvetted leads. Approval thresholds auto-approve leads under $10k potential, only bothering you for big fish.

Marketing Teams:

Ensure event leads get approved before campaigns launch. Use ApproveThis’ real-time tracking to prove lead quality to sales.

Operations Teams:

Audit-ready trails showing who approved each contact entry. Plus, auto-archive denied contacts to keep broot clean.

Why This Beats Manual Processes

ApproveThis adds three layers broot alone doesn’t have:

1. Contextual approvals: A $500 lead might auto-approve, while a $50k deal requires CRO sign-off. Broot can’t handle that logic natively.

2. Delegation without drama: Approvers on PTO? ApproveThis auto-reassigns without you babysitting broot permissions.

3. Cross-app visibility: Sales managers see approval statuses inside broot via Zapier-powered custom fields.

Getting Started Without the BS

1. Grab an ApproveThis trial
2. Connect to broot via Zapier (we have pre-built templates)
3. Set your first threshold: “Escalate contacts over $X potential”
4. Send approvers one link to review requests

No, you don’t need to overhaul existing broot workflows. Start with one approval process (like new leads) and expand once the team sees how much time they’re saving.

The Bottom Line

Companies between 50-5k employees use this integration because:
- It takes < 1 day to implement
- Approvers adopt it immediately (email approvals = zero learning curve)
- You finally get clarity on who approved what

Either keep doing approvals manually and hope no compliance audit comes knocking. Or spend 23 minutes setting this up and actually trust your contact data.

Book a demo to see how approval automation works with your broot setup. Or try the free trial if you prefer clicking over talking.