ApproveThis manages your Agile CRM Integration approvals.

Let’s cut to the chase: approvals are the traffic jams of business processes. They’re where deals go to stall, support tickets gather dust, and marketing campaigns wait for someone’s cousin’s third approval. Enter ApproveThis and Agile CRM – your new tag team for crushing bottlenecks. We’re not here to sell you fairy tales about “synergy.” This is about fixing real problems for companies that have outgrown chasing people down over Slack.

Why This Combo Works (When Others Don’t)

Agile CRM handles the heavy lifting of sales pipelines, customer support cases, and contact management. ApproveThis does one thing brutally well: getting decisions made fast, with full audit trails. Connect them via Zapier, and you’ve got a system where:

• Critical CRM actions can’t proceed without proper sign-off
• Approvers don’t need to log into Agile (or even have an account)

Example: Your sales team wants to offer a 30% discount to a high-value client. Without this integration? The deal sits in limbo while the rep spams finance for approval. With it? The discount request auto-generates in ApproveThis, routes to the right people, and – if approved – updates Agile CRM before the customer loses interest.

Three Ways This Integration Actually Solves Problems

1. No More “Who Approved This?” on Support Escalations

The Problem: Customer support teams need manager approval to escalate sensitive cases, but tracking who signed off is a nightmare.

The Fix: New Agile CRM cases trigger approval requests in ApproveThis with all context attached. Approvers get an email, click approve/reject, and the case automatically updates in Agile based on the decision.

Real-World Use: A SaaS company handling GDPR data requests uses this to ensure legal team sign-off before any data export. Result? Zero compliance slip-ups last quarter.

2. Turning “Approved” into “Action” Without the Copy-Paste

The Problem: Marketing gets budget approval, but the CRM campaign doesn’t start for days because someone forgot to create the deal record.

The Fix: When ApproveThis greenlights a campaign budget, Zapier auto-creates the deal in Agile CRM with all approved parameters. No human middleman.

Real-World Use: A mid-market e-commerce team slashed their promo launch time from 48 hours to 6 by eliminating manual data entry after approvals.

3. Stop Letting Rogue Contacts Clog Your Pipeline

The Problem: Sales reps add sketchy leads to Agile CRM just to hit quotas, wasting marketing’s time.

The Fix: New contacts trigger approval requests to sales managers in ApproveThis. Only vetted leads get nurtured.

Real-World Use: A B2B hardware supplier reduced unqualified leads in their pipeline by 67% in 90 days.

Setup That Doesn’t Require an IT Degree

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

1. Log into Zapier (they have a free tier)
2. Choose your trigger from Agile CRM (new case, contact, etc.)
3. Select ApproveThis as the action (“Create Request”)
4. Map the CRM data to the approval request fields
5. Test with a real request (we recommend $10 Starbucks card as the test case)

Pro Tip: Use ApproveThis’ calculated fields to auto-flag requests needing executive review. Example: Any discount over 25% skips middle management and goes straight to the CFO’s inbox.

Who Actually Cares About This? (Team Breakdown)

Customer Support Leaders

Your team’s handling a pissed-off enterprise client. Instead of screenshots and Slack threads, send a structured approval request with all case details pre-filled. Approvers get one click to escalate – no backstory needed.

Sales Ops Managers

Deal desk approvals that used to take 3 days now take 3 hours. How? Approval thresholds automatically route discounts to the right level. Plus, every approved deal auto-populates in Agile CRM with correct pricing terms.

Marketing Directors

Campaign budgets get approved but then… nothing happens. Now, approved budgets trigger Agile CRM campaigns instantly. Bonus: Use approval groups to require consensus from both marketing and legal before high-risk campaigns launch.

Features You’ll Actually Use (No Bloat Here)

We’re not listing every button in the app. Here’s what matters when paired with Agile CRM:

• Email-Based Approvals: External partners approve without another login
• Vacation Delegation: Sales approvers OOO? Requests reroute automatically
• Real-Time Tracking: See exactly which deals are stuck waiting on legal

The Bottom Line (No Fluff Version)

Companies between 50-5,000 employees use this integration to:

- Cut approval delays from days to hours
- Eliminate manual data entry between systems
- Audit every decision without digging through email chains

It’s not magic. It’s just connecting tools that should’ve been talking all along.

Ready to Stop Being a Human Router?

If your team’s bigger than 50 people, you’re wasting money on approval delays. Register for ApproveThis and connect it to Agile CRM in an afternoon. Or, if you like talking to humans first, book a 15-minute demo where we’ll show you how to automate the approvals you hate managing.

PS: If you’re still manually updating CRM records after approvals, we’re not judging. But your board might be.