ApproveThis manages your Bigin by Zoho CRM Integration approvals.

When Pipeline Management Meets Approval Power

Let's cut through the corporate speak: Bigin by Zoho CRM helps sales teams move deals forward. ApproveThis makes sure those moves don't get stuck in email threads or forgotten Slack channels. Together? They're like giving your approval processes a sales enablement team of their own.

Bigin's strength is keeping sales pipelines flowing - tracking contacts, updating deal stages, and managing customer interactions. ApproveThis adds guardrails to that flow. We're talking about automatically routing contract approvals, purchase requests, or deal exceptions to the right people without requiring everyone to live in your CRM.

Here's why mid-market companies care: A 250-person manufacturing firm uses this combo to approve vendor contracts directly from Bigin deals. A 1,200-employee SaaS company automates upsell approval chains. The magic happens in the handoff - Bigin tracks the deal, ApproveThis handles the decision logistics.

No More "Who Approved This?" Moments

Sales ops teams waste 12 hours/month chasing approvals according to our internal data. The Bigin-ApproveThis integration through Zapier fixes this by making three critical connections:

1. New Contacts ≠ New Headaches

When a sales rep adds a Fortune 500 contact in Bigin, your compliance team doesn't want to discover it three weeks later. Connect Bigin's New Contact trigger to ApproveThis' Create Request action. Now legal gets an automated approval request with all relevant deal context.

Real-world impact: A pharmaceutical distributor reduced compliance review time by 40% by automatically flagging high-risk client additions. Approvers received email notifications with embedded Bigin data - no CRM login required.

2. Approved Deals Move Faster

Ever seen a signed contract gather dust while waiting for internal sign-off? The New Request trigger in ApproveThis can push approved deals directly into Bigin as Pipeline Records. Sales teams get real-time updates, finance teams maintain control - nobody's copying data between systems.

Case in point: A commercial real estate firm cut their deal activation time from 14 days to 3 by auto-creating Bigin pipeline entries upon approval. Bonus? Their CFO loved the automatic spend threshold checks via ApproveThis' calculated fields.

3. Deal Changes Stay Compliant

When an AE tries to bump a discount from 15% to 25% in Bigin, ApproveThis can require manager approval before the update hits the CRM. The Updated Pipeline Record trigger forces a approval request for specific deal changes. No more "I thought it was okay!" moments.

Why This Isn't Just Another Integration

Most CRMs have approval features. Most approval tools work with CRMs. What makes this combo different for teams of 50-5,000?

Approval Access ≠ CRM Access

ApproveThis approvers don't need Bigin licenses. Critical when dealing with external partners or cross-department reviews. Your procurement team approves vendor terms in ApproveThis while the sales team works in Bigin - no stepping on each other's toes.

Conditional Logic Meets Sales Reality

ApproveThis' threshold approvals automatically escalate deals that hit specific criteria. Example: Any Bigin deal over $250k requires VP sign-off. Under that? Sales directors can approve via email. It's dynamic governance that doesn't throttle deal velocity.

Vacation Coverage That Actually Works

Bigin knows a deal owner is OOO. ApproveThis automatically reassigns their approvals. No more expired requests because someone forgot to check "Out of Office" in the CRM.

Setting This Up Without Losing Your Mind

Here's the straight talk on implementation:

1. Connect Bigin and ApproveThis via Zapier (15 minutes)
2. Map critical fields: Deal ID, Contact Info, Approval Type (20 minutes)
3. Set thresholds and approver groups in ApproveThis (1 hour)

Pro tip: Start with one workflow - like contact approvals - before scaling to complex scenarios. Most teams see ROI within two deal cycles.

Who Actually Benefits? (Spoiler: Everyone)

Sales Teams

Reduce follow-ups on deal approvals by 60-75%. Automatic Bigin updates mean less manual entry and more closing.

Finance/Operations

Enforce spending rules without playing CRM detective. Approval thresholds auto-flag non-compliant deals before they become accounting nightmares.

Compliance/Legal

Review critical contract changes in ApproveThis' audit-friendly interface instead of digging through CRM update histories.

The Bottom Line for Growing Companies

Bigin by Zoho CRM keeps your sales machine running. ApproveThis ensures it doesn't veer off track. Together through Zapier, they create what we call "governed velocity" - moving fast without breaking things (or compliance rules).

For teams tired of:

• Chasing down approvers
• Manual data entry between systems
• Post-mortem compliance audits

This integration isn't just convenient - it's damage control.

Ready to Stop Being an Approval Middleman?

If you're using Bigin by Zoho CRM and still handling approvals through email chains or Slack pings, you're leaving deal speed and compliance on the table. ApproveThis adds the structure without the bureaucracy.

Bigin users can start a free ApproveThis trial or book a customized demo showing exactly how approval automation works for your pipeline. No sales jargon - just real workflows for teams who hate bottlenecks.