ApproveThis manages your Upsales Integration approvals.

Why Your CRM Needs an Approval Wingman

Let's cut to the chase: if your sales team lives in Upsales and your approvals live in email chains, you're leaving money on the table. ApproveThis isn't just another workflow tool - it's the missing "adult supervision" your CRM needs. We're talking about bridging the gap between "Let's close this deal!" and "Wait, did legal actually sign off on that?"

Upsales handles the heavy lifting of managing customer journeys. ApproveThis handles the reality that grown-up businesses need rules, checks, and someone to make sure Karen from accounting doesn't approve a $50K purchase without the CFO's nod. Together? They turn your CRM from a sales playground into a revenue machine with guardrails.

No More Approval Amnesia

Here's where things get spicy: ApproveThis doesn't just automate approvals - it contextualizes them. When you connect to Upsales via Zapier, every approval request automatically pulls in relevant CRM data. Suddenly, your approvers aren't just rubber-stamping requests - they're making decisions with full visibility into:

• Client contract terms
• Historical purchase data
• Open opportunities

Best part? Approvers don't need Upsales licenses. Perfect for when you need external partners or clients to greenlight something without giving them full CRM access.

Real Companies Actually Using This (No Theory BS)

1. The Manufacturing Play: Procurement Without Panic

Picture this: A mid-sized industrial supplier uses Upsales to track client demand. When inventory drops below threshold, their Upsales opportunity triggers an ApproveThis workflow for raw material purchases. The kicker? Approval thresholds automatically route requests:

• Under $5K? Auto-approved
• $5K-$25K? Needs plant manager review
• Over $25K? CFO gets a Slack alert and an email

Result: They cut procurement delays by 73% while actually reducing maverick spending. Not bad for a Zapier connection that takes 15 minutes to set up.

2. The Agency Hack: Client Approvals That Don't Suck

A digital agency uses Upsales to track client projects. Whenever a new campaign proposal hits $10K+, ApproveThis automatically:

1. Pulls client contact info from Upsales
2. Routes for internal creative director approval
3. Sends client-facing approval via email (no login required)

Bonus: Vacation delegation means approvals never get stuck when someone's off-grid. Client gets a clean email to approve, team gets audit trails, account managers stop playing carrier pigeon.

Your New Favorite Party Trick: Two-Way CRM Sync

This isn't some one-way data dump. The magic happens when approvals start updating your CRM automatically. Imagine:

Scenario: Sales rep closes a deal in Upsales → Approval request auto-generates with deal specifics → Once approved, Upsales opportunity status updates and marketing automation kicks in.

Or flip it: New high-value lead enters Upsales → Approval request pings sales director to prioritize → Deal gets fast-tracked before competitors even notice.

Setup That Won't Make You Want to Cry

If you can use a toaster, you can connect these systems:

1. Create a Zapier account (free tier works)
2. Choose your trigger:
  - Upsales event (new company, opportunity, etc.)
  - ApproveThis event (new request, approval decision)
3. Map key fields:
  - Upsales company ID → ApproveThis custom field
  - Approval comments → Upsales notes
4. Test with a $0 transaction
5. Activate and watch the magic happen

Pro tip: Start with one workflow (like opportunity approvals) before scaling to more complex chains.

Department-Specific Wins (So You Can Look Like a Hero)

Sales Teams: Stop Chasing Signatures

Your reps shouldn't be playing document courier. With Upsales + ApproveThis:

- Custom pricing approvals auto-pull contract terms from CRM
- Commission exceptions get logged without awkward finance convos
- Deal desk reviews happen in hours, not days

Operations: Budgets That Actually Work

Finally fix the "mystery spending" problem:
- PO approvals validate against Upsales project budgets
- Vendor contracts auto-archive post-approval
- Real-time dashboards show approval bottlenecks

Finance: Audit Trails That Don't Lie

Because "I thought Bob approved it" isn't an audit strategy:
- Every approval decision timestamps in Upsales
- Denied requests auto-log reasons in CRM notes
- Monthly reports export with one click

The Unsexy Stuff That Actually Matters

Beyond flashy automation, this combo solves real headaches:

Version control: No more "I approved the wrong contract draft" - requests link directly to Upsales records.
Compliance: Approval groups ensure mandatory reviews (legal, infosec, etc.) before commitments.
Scale: Add approval steps as you grow without hiring more paper-pushers.

When to Call BS on This Integration

This isn't a fairy tale solution. It works best when:

- You have defined approval rules (even simple ones)
- Teams actually use Upsales (not just as a fancy address book)
- You're ready to kill at least one legacy process

If you're still approving expenses via post-it notes, maybe start there first.

Ready to Stop Being an Approval Janitor?

Here's the deal: ApproveThis doesn't just "integrate" with Upsales - it forces your CRM to grow up. You get all the sales hustle you love, with none of the "who approved this?" dumpster fires.

Register for ApproveThis and connect your Upsales account in under an hour. Or if you're the skeptical type, book a demo and we'll show you how to automate approvals without becoming a corporate robot.

Final warning: Once your team gets used to approvals that don't suck, there's no going back.