
ApproveThis manages your Channeltivity Integration approvals.
April 17, 2025
Integration Category: Crm
When PRM Meets Approval Muscle
Let's get real: managing channel partners is like herding cats with laser pointers. Between certifications, deal registrations, and partner onboarding, your team's stuck chasing approvals across spreadsheets, emails, and carrier pigeons. Channeltivity keeps your channel program organized - but when you bolt on ApproveThis' approval automation through Zapier, you're not just managing partners. You're weaponizing them.
Why This Combo Hits Different
Channeltivity's your command center for partner ecosystems. ApproveThis? It's the bouncer at the velvet rope. Together through Zapier, they:
- Automatically trigger approval workflows when partners hit milestones (certifications, deal submissions)
- Push approved decisions back into Channeltivity without manual data entry
We're talking about turning "Hey, did anyone approve the Acme deal yet?" into a system where approvals happen before the Slack reminder gets sent.
Real-World Plays for Grown-Ups
1. Certifications That Don't Collect Dust
When a partner completes training in Channeltivity, ApproveThis auto-creates an approval request. Sales ops gets notified, checks if they actually passed (we've all seen those "accidental" completions), and either greenlights their tier upgrade or flags it for review.
Who cares? Tech companies with tiered partner programs. No more giving platinum perks to partners who barely know your product.
2. Deals That Close Before Lunch
New deal registration in Channeltivity? ApproveThis instantly fires off a workflow to legal and finance. Use calculated fields to auto-approve discounts under 15%, escalate anything higher to directors. Partners get real-time updates without blowing up your sales team's phone.
Who wins? Manufacturers with complex discount structures. Cut approval cycles from days to 2 hours.
3. Partner Onboarding That Doesn't Suck
When ApproveThis OKs a new partner application, Zapier pushes their details to Channeltivity. Approval groups let your legal, compliance, and channel managers review sequentially. Vacation delegation means no approvals stuck because someone's hiking the Andes.
Who needs this? SaaS companies scaling partner networks. Go from 45-day onboarding to 72 hours.
Features You'll Actually Use
ApproveThis isn't just about moving tickets from inbox A to B:
Email approvals - Let partners approve/deny requests without another login. Perfect for external collaborators allergic to new tools.
Thresholds - Auto-approve small fries (think $500 co-op requests) while flagging big asks for scrutiny.
Real-time dashboards - Show channel managers exactly which deals/certs are stuck, and why.
Setting This Up Without Losing Your Mind
1. Connect both apps to Zapier
2. Pick your trigger (New Channeltivity certification, deal, etc.)
3. Map key data points to ApproveThis fields
4. Set approval rules (who needs to sign off)
5. Push approved decisions back to Channeltivity
Total setup time? Less than it takes to explain your current process in a Zoom meeting.
Who Gets Their Life Changed
Channel Managers
Stop babysitting partners through approval steps. Now when they ask "Where's my deal approval?" you can actually answer.
Finance Teams
Automatic escalation for high-value approvals means you're not reviewing $50 requests. Calculated fields enforce discount math so you don't play accountant-in-the-middle.
Partner Success
External partners get approval updates via email - no Channeltivity logins needed. Vacation mode prevents "Sorry, I was at Burning Man" delays.
The Bottom Line
Channeltivity tells you what's happening with partners. ApproveThis tells you what needs to happen next. Together through Zapier, they turn channel chaos into a closed-loop system where:
- Approvals keep pace with partner activity
- Decisions sync bi-directionally without spreadsheets
- External collaborators stay in the loop without new software
Time to Stop "Managing" Approvals
Your channel program's too big for manual approvals. But you're not Google - you need results without 6-month IT projects. That's where this combo thrives: it's plug-and-play process automation that actually works with how mid-sized companies operate.
Get started with ApproveThis today, or book a demo to see how it snaps into your Channeltivity workflow. Your partners will think you upgraded to enterprise software. You'll just enjoy leaving work at 5.
Integrate with Channeltivity 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 Channeltivity
Suggested workflows (and their Zapier components) for Channeltivity
Create ApproveThis requests for new Channeltivity certification completions
Whenever a new certification completion occurs in Channeltivity, streamline your approval process by automating the creation of a new request in ApproveThis for further action or verification. This ensures that certification reviews are expedited and handled efficiently through an established workflow.
Zapier Components

Trigger
Certification Completion Status Change
Triggers when a Certification Completion is created, or when its Status changes
Action
Create Request
Creates a new request in ApproveThis, probably with input from previous steps.
Initiate ApproveThis workflows for new deals in Channeltivity
Facilitate your sales process by initiating approval workflows in ApproveThis for every new deal recorded in Channeltivity. This helps ensure all necessary contractual and financial approvals are sought promptly, maintaining seamless sales operations.
Zapier Components

Trigger
New Deal
Triggers when a Deal is created in the portal.
Action
New Request
Triggers when a new approval request workflow is initiated in ApproveThis.
Create Channeltivity records for updated organizations in ApproveThis
Automate the creation of detailed Channeltivity records each time an organization's details are updated in ApproveThis. This facilitates accurate information tracking and enhances collaboration across multiple departments.
Zapier Components

Trigger
Updated Organization
Triggers when an Organization is updated in the portal.

Action
Create Record
Allows you to create various records or assignments in Channeltivity.
Update Channeltivity records for completed ApproveThis requests
Automatically update records in Channeltivity when an approval request is completed in ApproveThis. This ensures all necessary actions and decisions are reflected in real-time, maintaining consistency in your data management.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied in ApproveThis.

Action
Update Record
Allows you to update various records in Channeltivity.
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