ApproveThis manages your WORKetc CRM Integration approvals.

When Your CRM Meets Approval Muscle

Let's be real: CRMs are supposed to make sales teams' lives easier. But when every deal approval requires chasing down VPs over Slack or digging through buried email threads, something's broken. WORKetc CRM brings the customer data, project management, and billing under one roof. ApproveThis brings the "get shit approved" system that doesn't rely on your CFO being glued to their inbox.

Connect them via Zapier, and you've got a sales machine where approvals happen where the work already does – no new logins, no begging external partners to learn your CRM. Just decisions moving deals forward before your competitor even sends their follow-up email.

Why This Combo Doesn't Just Look Good on a PowerPoint Slide

WORKetc's strength is its all-in-one approach. But all-in-one doesn't mean all-your-approval-problems-solved. That's where 82% of mid-sized companies hit friction:

• Deals stall because legal needs to vet a contract, but they don't touch the CRM
• Discount requests get approved, but finance never updates the deal record
• New leads from big clients sit idle while someone figures out who's allowed to greenlight them

ApproveThis fixes this by being the bouncer at the door of your CRM data. It doesn't replace WORKetc – it weaponizes it. Approvers get email-based approvals (no CRM license needed), deals auto-update based on decisions, and every "yes" or "no" is tracked right alongside the client record.

Use Cases That Actually Matter to Grown-Up Businesses

1. New Lead? Instant Approval Chain

The Problem: Your SDR team pumps 50 leads into WORKetc daily. 30 need legal vetting because they're in regulated industries. Your legal team uses... email. And Outlook 2010.

The Fix: Zapier triggers an ApproveThis workflow every time a lead matching specific criteria hits WORKetc. Legal gets an email with key details (industry, deal size, red flags). They click approve/reject. WORKetc auto-updates the lead status. No CRM training. No missed leads.

Who kills it with this: MSPs, govtech vendors, anyone with compliance-heavy sales cycles.

2. Client Changes = Auto-Approval Checks

The Problem: A sales rep updates a deal's contract value in WORKetc from $45k to $65k. Finance should re-approve it. They don't find out until the invoice goes out.

The Fix: Zapier watches for deal updates. Any change exceeding a threshold (say, +10% in value) triggers an ApproveThis workflow. Finance approves via email, and WORKetc locks the deal record until they do. No more "who approved this?!" audits.

Who kills it with this: Agencies with fluctuating project scopes, SaaS companies with usage-based pricing.

3. Approvals That Create CRM Records (Yes, Really)

The Problem: Your operations team approves new vendor partnerships via a Google Form. Then someone manually adds them to WORKetc. Half the time, the data's wrong.

The Fix: ApproveThis collects the vendor info with calculated fields (automatically flagging high-risk countries, etc.). Once approved, Zapier dumps clean data into WORKetc as a company record. No typos. No missed vendors.

Who kills it with this: Procurement teams, franchises onboarding new locations.

Setup That Doesn't Require a PhD in Zapier

If you can set up an email filter, you can do this:

1. Pick Your Trigger: In Zapier, choose WORKetc – "New Lead", "Updated Lead", etc.
2. Connect ApproveThis: Select "Create Request" action. Map the WORKetc fields to your approval template.
3. Set Up Post-Approval Actions: Use ApproveThis' "Request Approved/Denied" trigger to update WORKetc, send Slack alerts, etc.

Pro Tip: Use ApproveThis' approval thresholds to auto-approve small deals but escalate anything over $50k. Saves your VP's sanity.

Which Teams Stop Hating Their Tools

Sales Teams:

Deals move faster when approvals aren't trapped in CRM queues they don't control. Customizable workflows mean enterprise reps get multi-layer sign-offs, while SMB reps can self-approve small discounts.

Finance & Legal:

They live in email anyway. ApproveThis gives them a paper trail without making them log into WORKetc. Plus, vacation delegation means approvals don't die when someone's OOO.

Operations:

Auto-create WORKetc records from approvals? That's less copy-paste work. Real-time tracking means they can actually report on approval bottlenecks instead of guessing.

Wait, Does This Replace Our CRM?

Nope. WORKetc still does the heavy lifting with client data. ApproveThis just handles the "decisions" part that CRMs famously suck at. Think of it like adding a turbocharger to your existing engine – same car, less waiting at red lights.

Cool, But We're Not a 500-Person Company

ApproveThis scales down better than your office coffee. Teams of 50 use it to stop chasing email approvals. Companies of 5,000 use it to enforce global compliance without 17 layers of management. The Zapier integration means you only pay for active users in WORKetc, not every approver.

How to Not Screw This Up

Do: Start with one high-pain workflow (like discount approvals). Use calculated fields to auto-flag deals needing extra scrutiny. Let external partners approve via email without a WORKetc login.

Don't: Try to automate every approval at once. Overcomplicate workflows with 10 approvers when 2 will do. Forget to set up reminders – even the best approvers get distracted.

TL;DR for the Impatient

WORKetc + ApproveThis via Zapier = fewer meetings about approvals, more deals closed. Approvers don't need another login. You get to stop being the approval detective. Setup takes 20 minutes. Try it free before your next quarterly review meltdown.