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Wingmate Integration

ApproveThis manages your Wingmate Integration approvals.

April 17, 2025

Integration Category: Crm

When Approval Management Meets Field Intelligence

Let's cut through the corporate jargon: your field team's crushing it with Wingmate captures, but approvals still move at government speed. Sales leads moldering in inboxes. Contractors waiting on purchase orders. Marketing campaigns stuck in review purgatory. This isn't workflow friction - it's revenue hemorrhaging.

ApproveThis plugs directly into Wingmate's field data through Zapier, turning "we'll get to it" into automated approval pathways. Think of it as adding guardrails to your CRM - not to slow things down, but to keep deals and decisions moving at the pace your teams actually work.

Why This Combo Doesn't Suck

Most approval tools treat your CRM like a spreadsheet with delusions of grandeur. ApproveThis gets that Wingmate's power comes from real-time field data. We're talking about syncing:

  • New lead approvals before sales reps waste time on unvetted contacts
  • Instant action item sign-offs while your crew's still on-site
  • Automatic lead creation the second deals get greenlit

The kicker? Approvers don't need Wingmate logins. Perfect for when your CFO needs to approve vendor contracts but thinks "CRM" is a type of radar.

Real-World Wins (Not Hypothetical BS)

Construction: Vetting Subs Before Breaking Ground

Picture this: Your Wingmate crew uploads a new contractor contact from the job site. Instead of CC'ing half the company, ApproveThis automatically:

  1. Routes insurance docs to Legal
  2. Sends pricing to Procurement
  3. Pings Safety for compliance check

All before the crew's packed up their tools. Bonus: If bids exceed $50K, it auto-escalates to the VP without manual tagging.

Marketing Agencies: Killing Campaign Bottlenecks

Field team captures client feedback via Wingmate? ApproveThis triggers:

  • Creative brief approvals with calculated budget impact
  • Auto-reassigns if your CMO's on vacation
  • Tracks revisions against original scope

Result: Your "48-hour review process" actually takes 12. Without the passive-aggressive Slack reminders.

Facilities Management: Maintenance with Teeth

Wingmate work orders auto-convert to approval requests that:

  • Require 3 vendor bids for jobs over $10K
  • Attach historical repair data
  • Expire if not approved in 24hrs (because emergencies don't wait)

Suddenly, that "urgent" AC repair gets approved before the building mutiny.

Setup That Doesn't Require a PhD

Fire up Zapier (seriously, it's easier than your CRM implementation was):

  1. Connect Wingmate to Zapier
  2. Pick your trigger (new contact, action, etc.)
  3. Map fields to ApproveThis' approval templates
  4. Set escalation rules if you're feeling fancy

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special handling. Like adding a 15% contingency to any project estimate over $100K before routing to finance.

Get started with Zapier →

Department-Specific Wins

Sales Teams: From Lead Glut to Qualified Gold

New Wingmate lead → Auto-check against ideal customer profile → Route to appropriate AE only if approved. No more reps wasting time on tire-kickers.

Operations: Field Work That Actually Flows

Site inspections in Wingmate trigger:

  • Immediate repair approvals with budget limits
  • Vendor assignments based on location
  • Auto-denials for out-of-scope requests

Finance: Guardrails Without Speed Bumps

ApproveThis thresholds mean:

  • Under $5K? Auto-approved with receipt review later
  • $5-50K? Direct manager approval
  • Over $50K? CFO gets it with full context

All while keeping the field team moving.

Why This Beats Your Current Dumpster Fire

Your shared inbox approval system has:

  • Zero audit trails
  • Constant "Did you see my email?!"
  • Approvals lost between Teams, email, and carrier pigeons

ApproveThis + Wingmate gives:

  • Real-time status dashboards
  • Auto-reminders that don't annoy
  • Full audit trails for compliance

Plus conditional logic that actually works. Unlike your last "automation" attempt that required an Excel macro from 1997.

Cool Features You'll Actually Use

Beyond basic approvals:

  • Vacation Delegation: John's fishing? Requests auto-reroute without you playing secretary.
  • Approval Chains: Legal signs off before Finance gets it. No more out-of-order chaos.
  • Field Data Attachments: Approvers see Wingmate context - photos, location data, history.

And yes, it works on mobile. Because your team isn't chained to desks.

Bottom Line: Stop Losing Deals to Paperwork

Your competitors aren't slowing down for approval bottlenecks. With ApproveThis + Wingmate:

  • Close deals 40% faster (actual customer result)
  • Cut approval-related delays by 65%
  • Reduce compliance risks with full audit trails

It's not about adding process - it's about removing stupid.

Get a live demo → or start your free trial

PS: Yes, it integrates with your other tools too. But let's fix your CRM mess first.

🥳

Integrate with Wingmate 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.

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Best Approval Workflows for Wingmate

Suggested workflows (and their Zapier components) for Wingmate

Create approval requests for new Wingmate contacts

When a new contact is created in Wingmate, this integration sends an approval request via ApproveThis. It streamlines the process of verifying new contacts and ensures compliance with your workflow.

Zapier Components

Wingmate Logo

Trigger

Contact Created

Triggers when a new contact is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new Wingmate actions

When a new action is initiated in Wingmate, this automation creates an approval request in ApproveThis. It helps teams quickly review and assign action tasks while maintaining oversight.

Zapier Components

Wingmate Logo

Trigger

Action Created

Triggers when a new action request is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Wingmate leads for new approval requests

When an approval request is initiated in ApproveThis, this automation creates a new lead in Wingmate. It ensures that approved requests are efficiently converted into actionable leads for your sales team.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Wingmate Logo

Action

Create a Lead

Creates a new lead.

Create approval requests for updated Wingmate leads

Whenever a lead is updated in Wingmate, this integration sends an approval request through ApproveThis. It ensures that any modifications to lead information are verified and approved, keeping your data accurate and compliant.

Zapier Components

Wingmate Logo

Trigger

Lead Updated

Triggers when a lead is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.