When Your CRM Needs Adult Supervision
Let's be real - your team lives in Highrise. Deals get made, contacts get updated, and then... everything grinds to a halt waiting for someone to click "approve."
ApproveThis isn't another tool to clutter your stack. It's the missing layer that forces decisions to happen where the work actually gets done. We're talking about:
- Deals that auto-trigger approval chains the moment they hit Highrise
- Approval outcomes that write themselves back into contact notes
- External partners who can approve shit without needing a Highrise login
Why This Combo Doesn't Suck
Most CRMs handle the "what" but choke on the "who said yes." Here's where we fix that:
For Sales Teams Who Hate Chasing Internally
New Highrise deal = automatic approval request routed to legal/finance/your boss. No more Slack pings with "hey did you see that thing?"
For Ops Managers Tired of Screenshot Archaeology
Every approval decision auto-logs as a Highrise contact note. Audit trails happen without you forcing people to play corporate librarian.
For Finance Controlling the Purse Strings
Deal size triggers approval thresholds. $5K? Auto-approved. $50K? CFO gets a nudge. No more expense approval surprise parties.
Real Workflows for People Who Actually Work
"Why Is This Deal Stuck?" Prevention System
Use Case: New Highrise deal → Auto-create approval request → Route based on deal size/client risk → Log decision in CRM
Who Cares: Marketing agencies approving client campaigns, manufacturers vetting large orders, anyone who's lost money on "verbal approvals."
The Paper Trail That Builds Itself
Use Case: Approval granted/denied in ApproveThis → Auto-add note to Highrise contact → Tag with outcome + next steps
Who Cares: Legal teams tracking contract sign-offs, product teams managing feature requests, support escalations needing VP eyes.
Contact Lists That Stay Less Wrong
Use Case: New vendor approval request in ApproveThis → Create/update Highrise contact → Enrich with approval docs + deadlines
Who Cares: Procurement teams managing suppliers, HR onboarding contractors, biz dev tracking partnership opportunities.
Setup That Doesn't Require IT Intervention
1. Zapier account (existing is fine)
2. Connect Highrise + ApproveThis as apps
3. Pick trigger: "New Deal" in Highrise → Action: "Create Request" in ApproveThis
4. Add approval logic: thresholds, groups, etc. in ApproveThis
5. Optional: Add zap to write decisions back to Highrise as notes
Pro Tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Highrise deal data. No coding, just dropdowns.
The Quiet Advantages You'll Actually Notice
External Approvers Stay in Their Lane
Clients/vendors get email approvals without Highrise access. They click approve, you get a logged decision, nobody sees data they shouldn't.
Out of Office Doesn't Mean Out of Luck
Approval delegation in ApproveThis covers for vacationing approvers. Highrise reminders still fire, but the right person actually gets them.
Dashboards That Don't Lie
ApproveThis tracks average approval time per deal type. Find your bottlenecks (looking at you, legal team) with actual data vs. hunches.
Who Should Steal This Setup
50-500 Employee Companies Where...
...deals get stuck in "review", contacts have outdated info, and "who approved this?" is a common meeting question.
Teams Using Highrise For:
- Client/vendor management
- Deal pipelines
- Project-based contact tracking
- Any process where approvals delay visible progress
Objections We've Already Heard
"We just use email approvals."
Cool. Now imagine those emails auto-generated, logged to CRM, and with deadlines that actually get respected.
"Our process is too complex."
Conditional approvals, multi-step chains, and fallback approvers are our standard features - not some "enterprise" upsell.
"We'll set this up later."
How many deals/contacts have slipped through the cracks since you started reading this?
How to Not Waste Time
1. Start ApproveThis trial
2. Connect to Highrise via Zapier (15 mins max)
3. Clone our pre-built templates
4. Send one deal through the system
5. Watch how few people email you asking for status updates
Need a walkthrough? Book a 12-minute demo. We'll show you the CRM integrations, not the product tour crap.
Final Reality Check
Highrise keeps your contacts straight. ApproveThis keeps your decisions straight. Together, they prevent these situations:
- Sales overriding pricing without approval
- Legal missing contract review deadlines
- Clients getting ignored because someone's OOO
- New vendors getting paid before compliance checks
Your move. Keep playing approval tag, or make the process act like you're not stuck in 1998.
Integrate with Highrise 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 Highrise
Suggested workflows (and their Zapier components) for Highrise
Create approval requests for new Highrise deals
Streamline your deal approvals by creating a new approval request every time a new deal is added in Highrise. This automation ensures that all deals undergo a structured approval process, enhancing decision-making efficiency.
Zapier Components
Trigger
New Deal
Triggered when a new deal is added
Action
Create Request
Creates a new request, probably with input from previous steps.
Add approval outcomes as notes in Highrise contacts
Ensure transparency and documentation by adding a note to Highrise contacts whenever an approval request is approved or denied in ApproveThis. This keeps your CRM updated with decision-making processes and facilitates better client interaction.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Create Note for Contact
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Create or update Highrise contacts for new approval requests
Automatically create or update Highrise contacts when a new approval request begins in ApproveThis. This ensures that your contact database is always up-to-date with individuals involved in approval workflows, saving time and enhancing workflow management.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create/Update a Contact
Creates a new contact, or, if a contact exists, we will update it.
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