ApproveThis manages your Engage CRM Integration approvals.

Let’s be real: nobody wakes up excited to chase down approvals. But when your sales team’s CRM updates get stuck in email limbo, or legal keeps ghosting contract reviews, suddenly everyone’s losing money and patience. That’s where pairing ApproveThis with Engage CRM through Zapier turns “waiting mode” into “getting sh*t done” mode. Here’s why it matters.

Why These Two? It’s About Closing Gaps, Not Just Links

Engage CRM keeps your sales pipeline moving. ApproveThis keeps decisions from stalling. Together, they fix the disconnect between “we need this approved” and “where’s that request again?” Think of it like giving your CRM a built-in bouncer – one that automatically routes requests to the right people, chases them down if they’re slow, and updates everything without manual copy-paste hell.

The Nuts You Actually Care About

Here’s what changes when you connect them via Zapier:

• No more “Oops, forgot to CC Legal”: New CRM contact? Contract change? Approval workflows auto-start based on triggers.
• Approvers don’t need a PhD in your CRM: They approve/reject via email. Engage CRM updates itself. No license required for external partners.
• Know who’s holding things up: Real-time dashboards show exactly where a deal’s stuck waiting on a yes/no.

Real Uses for Teams Who Hate Busywork

This isn’t about theory. Here’s how specific teams use the integration:

For Sales: Stop Losing Deals to Paperwork Delays

Picture this: Your rep closes a big account but needs exec sign-off on custom pricing. Normally, this means 3 days of Slack pings and missed emails. With the integration:

1. Rep updates Opportunity in Engage CRM →
2. ApproveThis auto-creates an approval task for CFO →
3. CFO approves via email in 2 clicks →
4. CRM auto-updates deal stage, sales ops gets notified.

Industry example: A SaaS company cut their enterprise deal approval time from 72 hours to 4.5 hours average. No, that’s not a typo.

For Compliance Teams: Audit Trails That Don’t Suck

When a healthcare client’s rep modifies a contact’s data in Engage CRM, ApproveThis forces a compliance review before the change goes live. All comments and decisions are logged automatically. No more spreadsheets. No more “But I thought Legal saw this!”

For Operations: Killing the Stupid Stuff

Manufacturing company example: Their procurement team used to email vendor contract updates to 5 managers. 30% of requests got lost. Now, when a vendor record changes in Engage CRM:

- Approval workflow starts with purchasing manager →
- If over $50k, auto-escalates to VP →
- Once approved, CRM syncs new terms, procurement gets a Slack alert.

Result: 22% faster vendor onboarding, zero compliance write-ups last quarter.

Setup: Less Time Than a Coffee Run

If you’ve used Zapier before, this’ll take 10 minutes. If not, maybe 20. Here’s the gist:

1. Pick your trigger: Like “When Contact Modified” in Engage CRM.
2. Add ApproveThis action: “Create Request” with your preferred approvers, rules, etc.
3. Add a Zap step to update CRM post-approval: So everything stays synced.

Pro tip: Use ApproveThis’ Calculated Fields to auto-route based on deal size or risk level. Example: Contracts over $250k get VP approval automatically. No coding, just dropdowns.

Why This Beats Native CRM Approvals

Engage CRM has basic approval features. But for companies scaling past 100 employees, they hit limits. ApproveThis adds:

Multi-team coordination: Legal, Finance, and Sales approvers in one chain, with rules.
Escalations that work: If a manager ignores a request, it auto-jumps to their boss after X hours.
External approvers: Clients or vendors can approve without getting CRM access.
Audit trails: Every comment, attachment, and decision timestamped for compliance.

The Quietly Ruthless Efficiency Play

This integration isn’t flashy. It won’t replace your CRM or get a standing ovation at all-hands meetings. But for mid-sized companies, it solves three silent killers:

1. Lost revenue: Deals stuck waiting on approvals close slower or die.
2. Compliance risks: Unlogged approvals = audit nightmares.
3. Employee frustration: High performers quit when bogged down by process sludge.

Who It’s For (And Who Can Skip It)

This combo makes sense if:

- You have 50-5000 employees and use Engage CRM.
- Approvals involve 3+ people or cross-team checks.
- You’ve had compliance hiccups from manual processes.
- Sales complains about slow legal/finance turnaround.

If you’re a 10-person startup where the CEO approves everything? Maybe overkill. For everyone else, it’s a no-brainer.

Bottom Line: It’s About Velocity

Approvals are the gears of your business. When they grind slowly, everything slows. ApproveThis + Engage CRM via Zapier is like WD-40 for those gears – invisible, but suddenly everything moves faster.

Next steps: If you’re on Engage CRM, register for ApproveThis and try the integration free for 14 days. No sales call needed. Or if you want a tailored demo (we’ll show how your specific approval headaches disappear), book time here.

P.S. If you’re still emailing screenshots of your CRM for approvals, please stop. Your sanity will thank you.