ApproveThis manages your Easyly Integration approvals.

Why This Integration Isn’t Just Another Corporate Buzzword

Let’s cut through the noise: approval processes suck when they’re manual. You’ve got leads rotting in CRM purgatory while Karen from accounting hunts down approvers, sales teams waiting on legal to greenlight contracts, and marketing campaigns delayed because someone forgot to cc the right person. This is where ApproveThis and Easyly stop playing nice and start fixing things.

ApproveThis handles the decision-making circus – routing requests, chasing approvals, enforcing rules. Easyly automates lead management and CRM workflows. Connect them through Zapier, and you’ve got a system where approvals trigger actions and vice versa without requiring your approvers to learn new software. We’re talking about eliminating the “Hey, did you see my email?” follow-ups that waste 3 hours every Tuesday.

What Happens When Approval Meets Automation

Easyly’s good at moving leads through pipelines. ApproveThis is great at getting humans to make decisions faster. Combine them, and you get:

• Zero manual handoffs: New leads in Easyly? Auto-create approval requests. Approved deal in ApproveThis? Push it to Easyly. No copy-paste, no missed steps.
• Compliance without the paperwork: Every approval decision gets logged with timestamps, comments, and audit trails – perfect for industries where “I thought Bob handled it” isn’t a valid excuse.

Here’s the kicker: ApproveThis approvers don’t need Easyly licenses. Your external partners can approve contracts via email while your team uses the dashboard. No extra software costs, no training videos about “how to log in.”

Real-World Use Cases That Don’t Feel Like Corporate Fan Fiction

1. Marketing Agencies: Stop Letting Leads Die in Slack

Scenario: Your Easyly automation captures a $50k enterprise lead from a webinar. Instead of this lead getting stuck until someone remembers to request budget approval…

The Fix: Zapier triggers an ApproveThis request the moment Easyly logs the lead. The workflow:

• Auto-calculates commission rates using ApproveThis’ calculated fields
• Routes to the client’s CMO via email (no account needed)
• Pushes approved leads back to Easyly for immediate follow-up

Result: Your sales team skips 2 days of internal back-and-forth. The client’s exec approves directly from their iPhone during their kid’s soccer game.

2. SaaS Companies: Kill Contract Bottlenecks

Problem: Custom enterprise contracts need legal + finance approval, but deals get stuck when approvers are OOO or can’t find the latest version.

The Fix: When Easyly detects a “Enterprise Plan” lead:

• ApproveThis creates a request with contract terms auto-pulled from your CRM
• Uses sequential approval groups: Legal first, then Finance
• If Legal doesn’t respond in 24h, escalation rules kick in

Bonus: Vacation delegation means if your General Counsel is hiking the Alps, requests auto-reassign to their deputy.

Setting This Up Without Hiring a Zapier Expert

For the “Create Approval Requests for New Leads” workflow:

1. In Zapier, choose Easyly’s “Automation Triggered” as the trigger
2. Filter for leads that require approvals (e.g., deals over $10k)
3. Map lead details to an ApproveThis template with calculated fields
4. Set approval rules: thresholds, groups, escalation paths

Pro Tip: Use ApproveThis’ conditional logic to auto-approve small expenses but require CFO sign-off on big spends. Saves 80% of manual work right there.

Why Your Finance Team Will Stop Hating Mondays

Budget approvals suck less when:

• Approval thresholds auto-reject non-compliant requests before they hit a human
• Real-time dashboards show every pending request – no more spreadsheet nightmares
• Email approvals mean your Controller can approve POs from the airport lounge

Case in Point: A manufacturing client reduced invoice approval time from 6 days to 8 hours by connecting ApproveThis’ email approvals to their Easyly vendor management workflows.

Operations Teams: Fix the “Who Approved This?!” Chaos

ApproveThis’ audit trails show exactly who approved what – and why. When paired with Easyly’s activity logs, you’ve got full visibility into:

• Which deals were approved outside normal hours (looking at you, midnight discount approvals)
• How often approvals get escalated due to slow responses
• Which departments are bottlenecks (prepare to shame some teams)

The Bottom Line: This Isn’t About Software

It’s about fixing the hidden costs of broken processes:

• Deals lost because approvals took too long
• Employees wasting hours chasing sign-offs
• Compliance risks from undocumented decisions

ApproveThis + Easyly via Zapier turns approval workflows from necessary evil into a competitive advantage. Less babysitting processes, more closing deals.

Ready to Stop Being a Human Routing Bot?

If your team’s still approving things manually in 2024, you’re basically using a fax machine. Register for ApproveThis, connect your Easyly account via Zapier, and set up your first workflow in under an hour. Or book a demo to see how other 50-5000 employee companies cut approval time by 70%.

Pro Tip: Start with one high-impact workflow (like lead approvals) – you’ll get buy-in to automate everything else.