ApproveThis manages your DeltaNet CRM Integration approvals.

Why Approval Workflows Belong in Your CRM

Let’s cut to the chase: CRMs like DeltaNet are where deals live, but approvals? They’re still stuck in email chains, spreadsheets, or that one manager who’s always on vacation. ApproveThis fixes this by adding a layer of structured decision-making directly into your CRM workflows. No more "I thought you approved that?" moments.

What Happens When Approval Meets CRM

DeltaNet CRM keeps your sales pipeline moving. ApproveThis keeps decisions from getting stuck. Together through Zapier, they handle scenarios like:

• Automatically creating CRM records when deals get greenlit
• Routing contract approvals to the right people before sending to clients
• Documenting every approval directly in customer profiles

Real Estate Agencies: From Lead to Lease in Half the Time

Picture this: A new lead comes in for a $2M commercial property. Your agent submits an approval request in ApproveThis to run credit checks. Once approved, DeltaNet automatically creates the client record and triggers a follow-up task. The kicker? The mortgage broker doesn’t need a DeltaNet license to approve the request – they just click ‘Approve’ in their email.

Property Management Firms: Maintenance Requests That Don’t Fall Through the Cracks

Tenant submits a repair ticket in DeltaNet. ApproveThis instantly routes it based on your rules: under $500? Auto-approve. Over $5k? Needs CFO sign-off. Approved work orders sync back to DeltaNet with timestamps. No more chasing down managers at the golf course.

Three Ways to Connect the Dots (Without IT)

1. Auto-Create Clients When Deals Get Approved

The Zap: ApproveThis approval → DeltaNet CRM record
Why it matters: Stops your sales team from jumping between systems. New client data from signed proposals automatically populates CRM fields once legal gives the thumbs-up.

2. Turn CRM Requests Into Trackable Approvals

The Zap: DeltaNet request → ApproveThis workflow
Pro move: Use calculated fields to flag high-risk deals. Example: If a rental applicant’s income is less than 3x rent, require additional approval steps before creating the lease in DeltaNet.

3. Document Approvals Directly in Customer Profiles

The Zap: ApproveThis decision → DeltaNet CRM note
No more guesswork: Every approval/rejection gets logged with timestamps and comments. When accounting asks why you approved that vendor payment, the paper trail lives right in the CRM.

Setup That Takes Less Time Than Your Coffee Break

1. Connect ApproveThis and DeltaNet CRM via Zapier (5 minutes)
2. Choose your trigger: "New Request" in either system (1 minute)
3. Map critical fields: Dollar amounts, client IDs, priority flags (2 minutes)

Pro tip: Start with one workflow (like contract approvals) before scaling to others. Most teams see ROI within 2 weeks.

Who Actually Benefits From This?

Sales Teams: Stop Chasing Signatures

Your account execs care about closing deals, not herding approvers. Set up parallel approval paths so legal, finance, and compliance can review contracts simultaneously through ApproveThis. Approved deals auto-update in DeltaNet without manual entry.

Operations: Budgets That Enforce Themselves

Use approval thresholds to auto-approve routine purchases (office supplies under $200) while flagging exceptions (why is marketing buying a $5k drone?). All spending approvals sync to DeltaNet client records for audit trails.

Leadership: See Decisions in Real Time

ApproveThis dashboards show bottlenecks: Is accounting delaying vendor approvals? Is regional approval taking 3x longer than HQ? Fix process leaks before they impact quarterly results.

The Nuts and Bolts You Actually Care About

No duplicate licenses: External partners approve via email – no DeltaNet seats required. Internal teams only need ApproveThis logins.
Vacation mode: Approvals auto-reassign when approvers are OOO. No more "Waiting on Jim’s reply" statuses.
Mobile-friendly: Approve from your phone, golf course, or kid’s soccer game. Status updates reflect instantly in DeltaNet.

Bottom Line: This Isn’t Just Another Integration

Approval bottlenecks cost mid-sized companies an average of 11 working days per year per employee. For a 500-person company? That’s 5,500 days annually. Our calculator puts that at $2.3M in lost productivity at median wages.

ApproveThis + DeltaNet CRM through Zapier fixes this by making approvals:

• Faster: Cut approval cycles from days to hours
• Traceable: Every decision linked to CRM records
• Enforceable: Conditional rules prevent policy slips

Ready to Stop Being a Human Routing Bot?

If you’re still manually moving data between systems, you’re not just wasting time – you’re risking errors that lead to compliance issues or lost deals. Book a 15-minute demo to see how ApproveThis + DeltaNet CRM works for your size and industry. Or go rogue – our free trial doesn’t require a credit card anyway.

Start Free Trial | Book Demo

Not Convinced? Here’s Your Escape Route

If you enjoy CC’ing six managers on every approval email and playing detective when decisions go missing, by all means – keep doing what you’re doing. But if you’d rather have approvals handled like it’s 2024, we’re ready when you are.