ApproveThis manages your Brexa Integration approvals.

When Your CRM Needs a Decision-Making Wingman

Let's be real - most CRMs are great at storing client data but terrible at handling the human decisions that move deals forward. That's where pairing Brexa's client management with ApproveThis' approval automation creates something actually useful for teams tired of chasing down signatures.

Brexa handles the who and what of your client relationships. ApproveThis handles the "can we actually do this?" part that usually gets stuck in Slack purgatory. Together, they turn stalled processes into closed deals without the meeting invites.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit the same wall: processes that worked at 50 people become bureaucratic nightmares at 500. The Brexa/ApproveThis integration through Zapier fixes three specific headaches:

• Client onboarding delays: New clients stuck waiting while legal reviews contracts? Not anymore.
• Compliance black holes: Contacts added without proper vetting? Automate the checks.

The kicker? Approvers don't need Brexa licenses. Perfect for involving external partners or execs who shouldn't have full CRM access.

Real Workflows for Actual Humans

1. Client Onboarding That Doesn't Suck

Scenario: A sales rep adds a new client in Brexa. Normally, this triggers a 3-day email chain with legal. With the integration:

Brexa triggers an ApproveThis workflow the second the client record exists. Legal gets an email with all deal details - no login required. They approve directly from their inbox, which auto-updates Brexa. Sales gets notified to move forward before their coffee gets cold.

Who benefits: Professional services firms drowning in contract reviews. Law firms, marketing agencies, anyone billing hourly who can't afford onboarding delays.

2. Projects That Start Themselves

Scenario: Your product team finally gets approval for that new feature. Instead of manually creating a Brexa project:

ApproveThis pings Brexa to spin up the project automatically when the request gets approved. Tasks get assigned, kickoff docs generate, and the PM doesn't have to lift a finger.

Who benefits: Product companies and software shops where engineering time is too valuable for admin work.

3. Contact Compliance on Autopilot

Scenario: Sales adds a new procurement contact. Normally, this waits for compliance review during quarterly audits. Now:

Every new Brexa contact triggers an approval request. Compliance team approves/denies right from email. Denied contacts get flagged in Brexa before anyone wastes time on them.

Who benefits: Healthcare, finance, any industry where contact vetting prevents legal nightmares.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these tools:

1. Create a Zapier account (free tier works)
2. Choose your trigger in Brexa (new client, contact, etc.)
3. Select ApproveThis as the action
4. Map Brexa fields to your approval template

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk clients. Example: If Brexa shows a client with >$50k potential value, require CFO approval automatically.

Where This Combo Outshines Other Tools

Other approval tools force approvers into yet another login. ApproveThis works where people already live - email. For Brexa users, this means:

• External partners approve without Brexa access
• Execs can veto deals from their phone
• Field teams get approvals without CRM training

Bonus: ApproveThis' vacation delegation stops projects from dying when someone's OOO. Brexa projects auto-pause if approvals get reassigned, so nothing falls through cracks.

Teams That Would Kill for This Integration

Sales Teams

Stop losing deals to slow legal reviews. Custom thresholds auto-approve small contracts while escalating big deals. Sales ops gets real-time approval metrics directly in Brexa reports.

Procurement Departments

New vendor in Brexa? Trigger multi-level approvals with attached risk assessments. Finance gets spend requests pre-populated with Brexa budget data.

Professional Services

Client requests scope changes? ApproveThis captures sign-offs directly in Brexa project threads. No more "I never approved that" disputes.

Why This Isn't Just Another Zap

Most Zapier integrations just move data. This one actually accelerates decisions. Example:

A manufacturing company using Brexa for client projects set up approval thresholds based on order size. Orders under $5k auto-approve. Over $5k? Goes to the plant manager. Over $50k? Requires CFO review. All tracked in Brexa with ApproveThis' audit trails.

Result: 80% fewer approval meetings, 15% faster order fulfillment.

Getting Started Without the BS

ApproveThis offers a free tier for small teams. Brexa's basic plan works fine. No need to overhaul existing processes - start with one workflow:

1. Pick your most annoying approval bottleneck
2. Map it in Zapier (takes 8 minutes)
3. Let teams approve via email for a week

After that? You'll wonder how you ever used Brexa alone.

Get started free or schedule a demo to see custom workflows.

The Bottom Line

Brexa organizes your client data. ApproveThis organizes your decisions. Together, they turn stalled processes into revenue - without adding more software logins or meetings. For teams growing past 50 employees, it's not about working harder. It's about approvals happening while you focus on actual work.