ApproveThis manages your Kylas CRM Integration approvals.

Why Approval Automation Isn’t Just a “Nice to Have” Anymore

Let’s get real: approvals are the traffic jams of business processes. You’ve got deals stuck waiting for sign-offs, contact records piling up unreviewed, and sales teams stuck chasing down managers instead of closing. Enter the combo of ApproveThis and Kylas CRM via Zapier – it’s like adding express lanes to your approval highways.

What Happens When Your CRM Talks to Your Approval System

Kylas CRM handles your contacts, deals, and sales pipelines. ApproveThis handles the “should we do this?” decisions. Connect them through Zapier, and you’ve just automated the handoffs between data collection and decision-making. No more copying/pasting contact details into approval emails or manually creating CRM entries after something gets approved. The systems handle the grunt work while your team handles the actual thinking.

Four Ways This Combo Makes Teams Faster (Without the Headaches)

1. Sales Teams: Stop Letting Deals Rot in Approval Purgatory

The Problem: Your rep lands a big client, but the discount request needs VP approval. While they wait, the client cools off or your competitor swoops in.

The Fix: Automatically convert Kylas CRM deals requiring special terms into ApproveThis requests. Configure approval thresholds so small discounts auto-approve, while bigger ones route to execs. Approvers get emailed (no app login needed) and can approve/deny in one click. Approved? The deal updates in Kylas instantly. Denied? The rep gets feedback without status update meetings.

Bonus: Use ApproveThis’ vacation delegation so summer Fridays don’t turn into deal roadblocks.

2. Operations: Kill Contact Data Gremlins Before They Multiply

The Problem: New contacts get added to Kylas, but duplicates or incomplete entries poison your CRM over time.

The Fix: Trigger ApproveThis requests whenever a new contact is added. Route to sales ops for review before the contact becomes a mess to clean up later. Approvers check for duplicates, missing fields, or potential fake entries. They can reject with notes (“Add company size”) or approve to lock it in.

Why It Works: ApproveThis’ calculated fields auto-flag incomplete entries. Example: If “Industry” is blank but “Company Size” is $1B+, the request routes to a senior ops lead instead of junior staff.

3. Finance & Legal: No More “Who Approved This?!” Fire Drills

The Problem: Contract terms get agreed in Kylas deals, but nobody tracks who signed off on risky clauses.

The Fix: When legal terms in a Kylas deal change, trigger ApproveThis workflows with the redlines highlighted. Legal gets a clear audit trail showing who approved exceptions and when. Use sequential approvals so junior counsel reviews first, then escalates if needed. Approved contracts auto-update in Kylas with approval timestamps.

Pro Tip: Set expiration dates on approvals for time-sensitive terms. If legal doesn’t decide by Friday at 5 PM, the request auto-denies and notifies the sales rep to renegotiate.

4. Managers: Actually See What’s Stuck (Without 20 Status Meetings)

The Problem: You waste hours each week asking “Where are we on X?” because approvals live in email chains and Slack DMs.

The Fix: ApproveThis’ dashboard shows every pending request’s status, sorted by team, priority, or deadline. Sync approved/denied decisions back to Kylas as custom deal fields. Now your CRM becomes a single source of truth – filter deals by “Approval Status” to instantly see what’s stuck, what’s greenlit, and what’s dead on arrival.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect ApproveThis and Kylas CRM. Here’s the basic recipe:

1. Grab a Zapier account (they’re the glue between apps).
2. Pick your trigger: “New Contact in Kylas” or “Deal Updated” are good starters.
3. Add ApproveThis as the action – map Kylas fields to your approval template.
4. Test with a real request (pro tip: set your first test to route to yourself).

Total setup time: 15 minutes if you’re slow at clicking. Less if you’ve done this before.

Why This Isn’t Just Another “Integration”

Most app integrations just move data around. This one actually changes how decisions happen:

• Approvers don’t need Kylas seats. Clients or execs can approve via email without CRM access.
• Decisions happen where the work does. Sales stays in Kylas, legal stays in email, nobody logs into a new system.
• You’re not just automating, you’re enforcing process. No more skipped steps because the system won’t let you.

Who Should Steal This Setup Immediately

Services Firms: Client contracts often need cross-department sign-off. Automate the back-and-forth so you bill faster.

E-commerce Teams: Approve vendor onboarding (via Kylas contacts) with quality checks routed to purchasing managers.

Tech Companies: Handle feature request prioritization by converting Kylas deals into product approval workflows.

No, It Won’t Solve All Your Problems (But Here’s What It Will Do)

This integration won’t make your coffee or write your quarterly reports. But it will:

• Cut approval delays from days to hours
• Reduce “Wait, who’s handling this?” Slack messages by roughly 10,000%
• Make auditors slightly less annoyed with you

Ready to Stop Being a Human Routing Bot?

If you’re still manually shepherding requests between systems, let’s fix that. Get an ApproveThis account, connect it to Kylas CRM via Zapier, and start automating approvals in under an hour. Or, if you like talking to humans first, book a demo. We’ll show you how to set up your first workflow while you finish your coffee.