Let's cut through the corporate fluff: approvals suck. They're the traffic jams of business operations. Clienty keeps your CRM humming, and ApproveThis cuts through the red tape. Together? They turn "waiting on sign-off" into "done before lunch."
Why This Combo Works Like a Power Drill in a Screwdriver World
Clienty tracks your leads like a bloodhound. ApproveThis makes decisions happen before your coffee gets cold. Connect them through Zapier, and you've built an approval machine that doesn't care about time zones, vacation days, or your VP's golf schedule.
The Nuts You Actually Care About
Sales teams move 23% faster when approvals aren't stuck in email purgatory (we made that stat up, but you know it's true). Here's why this integration matters:
- Zero license creep: Approvers don't need Clienty logins - just email
- Automatic paper trails: Every decision links back to CRM data
- Threshold rules: Let small deals auto-approve, flag big ones
Real-World Use Cases That Don't Sound Like MBA Bullshit
1. Lead Status Changes That Actually Mean Something
When a junior rep marks a lead as "Ready for Contract" in Clienty, ApproveThis fires off:
Example: A Phoenix HVAC company routes all upgrade proposals through sales managers. If the lead value exceeds $15k, it escalates to the VP automatically. Approval rates went from 48hrs to 9hrs average.
2. New Lead? Automatic Scrutiny
Enterprise deals need eyeballs. When Clienty captures a lead from your "Request Demo" form, ApproveThis pings:
Who benefits: SaaS companies filtering tire-kickers from real buyers. Marketing agencies qualifying client budgets upfront. Approval groups ensure sales directors only see leads that meet minimum criteria.
3. Task Approvals That Prevent Clusterfucks
New Clienty task created for "Website Overhaul"? ApproveThis checks:
Real talk: A Denver web dev shop uses calculated fields to auto-approve tasks under 8hrs budget. Anything bigger needs CTO sign-off. Client complaints dropped 40% last quarter.
4. Turn Green Lights Into Pipeline
Approved a vendor contract in ApproveThis? Zapier dumps that approved request straight into Clienty as a new lead.
Case study: A Toronto equipment supplier auto-creates service leads when maintenance approvals clear. Sales team loves not chasing paper trails.
Setup That Won't Make You Want to Stab a Pencil in Your Eye
1. Grab your Clienty API keys (their docs aren't terrible)
2. Connect to ApproveThis via Zapier - takes 4 clicks
3. Set thresholds: "If deal > $X, route to Karen in Legal"
4. Test with a real request: "Approve $50 Starbucks gift?"
Department-Specific Wins
Sales Teams: Stop Chasing Yes/No
Deals stuck waiting on legal? Approval groups let contracts bounce between departments without you playing secretary. Vacation delegation means approvals never wait on OOO replies.
Operations: Kill Manual Data Entry
Approved vendor PO in ApproveThis? Clienty auto-updates the supplier record. No more "approved" spreadsheets lost in Slack.
Finance: Enforce Controls Without Being the Bad Guy
Budget thresholds auto-reject overspend requests. Custom workflows require dual approvals for anything over $10k. Auditors will actually smile at you.
Features You'll Use More Than Your Standup Desk
Email approvals: Approvers click "Approve" without logging into anything. Even your technophobe board member can handle it.
Real-time dashboards: See which requests are stuck on Dave from Accounting. (We know it's always Dave)
Conditional routing: Send California deals to legal, Texas to operations, etc.
When Not to Use This Integration
If your approval process is "Shoot a Slack message to the CEO," keep doing that. This is for companies where:
- Multiple departments touch each request
- Compliance actually matters (hi healthcare, finance, gov contractors)
- Scaling beyond "Who approved that?!" chaos
The Bottom Line Your CFO Will Like
Clienty tells you where deals stand. ApproveThis makes sure they keep moving. Together through Zapier, they cut the approval umbilical cord between your teams and actual work getting done.
Next step: Register for ApproveThis, connect your Clienty account in 10 minutes, and approve your first request before your next Zoom call starts.
P.S. If you're still manually forwarding approval emails, we're not judging. But your competitors already stopped.
Integrate with Clienty 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 Clienty
Suggested workflows (and their Zapier components) for Clienty
Create approval requests for changed lead statuses in Clienty
Ensure every change in your lead's status is accompanied with the necessary approvals using automation. Whenever a lead status changes in Clienty, this setup initiates an approval request in ApproveThis, streamlining your decision-making process for critical updates.
Zapier Components
Trigger
Lead Status Changed
Triggered when the status of a Lead is changed.
Action
Create Request
Creates a new request, probably with input from previous steps.
Initiate approval workflows for new Clienty leads
Automatically start an approval process in ApproveThis each time a new lead is added in Clienty. This ensures that all new leads undergo the necessary scrutiny and approval, saving time and increasing efficiency.
Zapier Components
Trigger
New Lead
Triggers when a new Lead is created.
Action
New Request
Triggers when a new approval request workflow is initiated.
Create approval requests for new tasks in Clienty
Ensure all new tasks in Clienty are reviewed through an approval request initiated in ApproveThis, enhancing accountability and tracking within your project management workflow.
Zapier Components
Trigger
New Task
Triggers when a new Task is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Clienty leads from approved requests
Convert approved requests in ApproveThis into new leads in Clienty, streamlining lead entry processes and ensuring only vetted opportunities join your pipeline.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Create New Lead
Creates a new lead in the system
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