When Your CRM and Approval System Finally Stop Ghosting Each Other
Let's cut through the corporate fluff: approvals suck. They're the traffic jam in your otherwise smooth workflow highway. Now imagine your CRM (Boostapp) and approval system (ApproveThis) actually talking to each other like adults instead of working in silent resentment. That's what this integration does - no therapy required.
Why This Isn't Just Another "Integration" Buzzword
Boostapp keeps your sales/membership machine running. ApproveThis stops people from rubber-stamping stupid decisions. Together? They create what we call "adult supervision for your business processes." Here's why mid-sized companies are nerding out over this combo:
The Nerd Stuff That Actually Matters
Approval Thresholds Meet CRM Data: Ever had a sales rep approve their own discount request? Yeah, that stops today. Set auto-approval limits that actually reference real CRM data - like customer LTV or deal size.
Client Onboarding That Doesn't Make You Want to Cry: New Boostapp client entry → automatic compliance check → legal review if needed → welcome email. All before your coffee gets cold.
Real-World Use Cases That Don't Sound Like MBA Bullshit
1. Client Onboarding That Doesn't Require 17 Spreadsheets
What Happens: New client in Boostapp → Auto-check against compliance rules → Route for approvals based on risk level → Update CRM with approval status.
Who Cares: Marketing agencies drowning in NDAs, financial firms avoiding sketchy clients, anyone who's ever had a client disappear with unpaid invoices.
Secret Sauce: ApproveThis' calculated fields can auto-flag high-risk clients based on Boostapp data before human eyes even see the request.
2. Sales Leads That Don't Get Stuck in Approval Purgatory
The Magic: Approved deal in ApproveThis → Auto-create Boostapp lead → Trigger follow-up sequence → Update sales pipeline.
Real Results: One logistics company cut their "approved-but-not-acted-on" deals from 23% to 2% in 3 months. Because apparently salespeople forget stuff when commissions are involved.
3. Membership Changes That Don't Require a Paper Trail
How It Works: Boostapp membership tier change → Route for approval based on revenue impact → Auto-update membership if approved → Notify customer success team.
Who Needs This: SaaS companies with enterprise plans, subscription box services, anyone who's accidentally given away too many free upgrades.
Setting This Up Without Calling IT
1. Connect Boostapp and ApproveThis through Zapier (takes 4 minutes, we timed it)
2. Pick your trigger: New client, lead stage change, etc.
3. Map Boostapp fields to ApproveThis' approval rules
4. Test with a real request (pro tip: approve your own lunch expense first)
Why Your Teams Will Stop Complaining (As Much)
Sales Team Wins
• Get deal approvals before the prospect cools off
• Automatic CRM updates mean less data entry
• Escalate big deals to execs without 17 forward/reply-all emails
Operations Team Wins
• Audit trails that don't require FBI-level investigation
• Auto-reassign approvals when someone's on PTO (no more "I thought Bob was handling it!")
• Budget controls that actually work with real-time CRM data
Leadership Wins
• See approval bottlenecks in real dashboards (not yesterday's spreadsheet)
• Make policy changes that actually stick through automated workflows
• Stop being CC'd on every damn approval request
The Cold Hard Benefits Even Your CFO Will Love
• Approval cycles 68% faster (actual client average)
• 83% reduction in "Who approved this?!" fire drills
• Zero extra licenses needed for external approvers
• Auto-archive approved/rejected requests to Boostapp (goodbye, random Google Drive folders)
When Not to Use This Integration
1. If you enjoy playing approval email tag
2. If your team loves manually updating 12 different systems
3. If you think "Where's the approval?" counts as team bonding
Ready to Stop Being an Approval Secretary?
This isn't about "digital transformation" - it's about getting home before 7PM. ApproveThis plays nice with Boostapp through Zapier, no coding PhD required. Set up takes less time than your last pointless status meeting.
Next steps:
→ Snag a free ApproveThis trial
→ Check Boostapp's automation docs
→ Or just book a 15-minute demo where we'll show actual examples, not sales fluff
Final Reality Check
If you're managing 50+ employees and still doing approvals through email chains or (god help you) paper forms, you're basically leaving money on the table. This integration won't solve all your problems, but it'll make Mondays slightly less awful. And really, isn't that what we're all chasing?
Integrate with Boostapp 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 Boostapp
Suggested workflows (and their Zapier components) for Boostapp
Create approval requests for new clients in ApproveThis
Managing client onboarding can be overwhelming without proper oversight. With this automation, you can streamline the process by creating an approval request in ApproveThis whenever a new client is added in Boostapp. This ensures all new client entries undergo necessary review and approval, keeping the onboarding process smooth and compliant.
Zapier Components

Trigger
New Client
Triggers when a new client is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Generate leads from approved requests in Boostapp
Approval processes can delay lead follow-ups. Use this integration to automatically create a new lead in Boostapp whenever a request in ApproveThis is approved. This real-time update bridges the gap between approval and action, ensuring that your team can quickly engage with potential clients.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Lead
Creates a new lead.
Request approvals for lead stage changes in ApproveThis
Tracking lead progression efficiently is crucial for sales effectiveness. With this automation, whenever a Boostapp lead changes stage, an approval request is created in ApproveThis. This ensures strategic decisions at each stage are reviewed promptly, keeping your sales process robust and informed.
Zapier Components

Trigger
New Lead Stage Change
Triggers when a new lead stage change is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Send notifications for new approval requests in Boostapp
Stay ahead by integrating communication with business processes. This automation sends a notification via Boostapp whenever a new approval request is initiated in ApproveThis. Prompt updates keep your team informed and ready to respond to approval processes swiftly.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Send Message
Create and send new Email / SMS / Push notification
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