ApproveThis manages your Clarkup Integration approvals.

Let's cut through the noise: approvals suck. Chasing down signatures for lead stage changes in your CRM shouldn't feel like herding cats. That's why pairing Clarkup's lead management muscle with ApproveThis' approval automation creates something actually useful - a system where deals move forward without the bureaucratic BS.

What Happens When Your CRM Grows Up

Clarkup's great at organizing leads and creating those personalized videos your sales team swears by. But when you need three people to sign off on moving an enterprise deal to "negotiation" stage? That's where things fall apart. ApproveThis doesn't replace your CRM - it becomes the air traffic control tower for decisions happening inside it.

The Nuts and Bolts of Not Screwing Things Up

Through Zapier, these two platforms handle the grunt work so your team doesn't have to. Key connections:

• Lead changes → Automatic approvals: When a sales rep moves a high-value lead in Clarkup, ApproveThis instantly routes it to required approvers
• Approvals → CRM actions: Signed-off requests automatically create new Clarkup leads or update existing ones

Best part? Approvers only need ApproveThis access - no extra Clarkup licenses required. Huge for working with external partners or frugal finance teams.

Real Companies Actually Using This

This isn't theoretical. Here's how different teams abuse... err, use this integration:

For SaaS Sales Teams Stuck in Committee Hell

Mid-market deals require legal, security, and finance reviews before progressing. Instead of CC'ing everyone on Slack:

- Moving lead to "Technical Review" stage in Clarkup triggers ApproveThis workflow
- Legal gets the contract terms auto-attached
- CFO receives calculated ACV/LTV ratios via ApproveThis' calculated fields
- All approvals happen via email (no new logins) with automatic reminders

Deal velocity increases 23% on average. Actual human hours saved? About 14 per week.

Agency Account Teams Preventing Scope Creep

When a lead hits "Proposal Sent" in Clarkup:
- ApproveThis pings creative director + client lead
- Includes automated cost calculations based on project type
- Requires both approvals before moving to "Contracting"
- Denied requests auto-revert lead stage with notes

Reduces "We never approved that!" client conversations by 60%.

Features You'll Actually Use

Beyond basic approvals, these hidden gems make the integration stick:

Approval Thresholds: Deals under $50K auto-approve? Set it once. Over that amount? Escalate to VP.
Vacation Coverage: Sales director OOO? Approvals auto-reassign without breaking SLAs.
Real-Time Tracking: See exactly which deals are stuck waiting on Karen from accounting.

Setting This Up Without Losing Your Mind

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

1. Create a Zapier account (free tier works)
2. Choose "Clarkup" as trigger app → "Lead Stage Changed" event
3. Connect ApproveThis as action app → "Create Request"
4. Map these fields:
   - Clarkup Lead ID → ApproveThis Reference ID
   - New Stage → Approval Type
   - Custom Fields → Calculated Fields (e.g., deal size)
5. Test with existing lead → Approve via email → Watch Clarkup update automatically

Total setup time: 12 minutes. Time saved per deal: 48 hours.

Why This Isn't Just for Sales Teams

Hidden benefits across the org:

Marketing: Approve campaign budgets tied to Clarkup lead volume thresholds
Customer Success: Auto-approve upsell motions based on usage data in CRM
HR: Sync approved job offer letters to candidate records in Clarkup

The Fine Print (That Actually Matters)

This isn't magic pixie dust. You'll need:
- Clarkup account (obviously)
- ApproveThis subscription starting at $29/user/month
- Zapier free account (paid if you need more zaps)
Note: Approvers don't need ApproveThis licenses - huge cost saver.

When You Shouldn't Bother

This integration makes zero sense if:
- Your "enterprise deals" are under $1K ACV
- You enjoy manually updating spreadsheets
- Your team thinks Slack pings are an audit trail

Getting Started Without the Sales Pitch

Two options:
1. Register for ApproveThis → Connect Clarkup in 15 mins
2. Book a 10-min demo to see live examples

No "solutioneering" sessions. No extended trials. Either it works for your use case in 48 hours or we refund you. Seriously.

FAQ From People Who Actually Read This Far

Q: Can approvers comment on decisions?
A: Yes - notes sync back to Clarkup activity logs automatically.

Q: What if we use Salesforce/HubSpot?
A: Same principle applies, but Clarkup's video tools make this combo unique.

Q: Security compliance?
A: Both apps are SOC 2 compliant. Data never stored by Zapier.

Q: Worst-case scenario?
A: You automate approvals for 2 weeks, hate it, cancel. We delete your data in 24hrs.