ApproveThis manages your Business App Integration approvals.

When Approval Processes Meet CRM Muscle

Let’s cut through the corporate speak: approvals suck when they’re manual. Someone’s always on vacation, the finance team can’t find the request, and deals stall because nobody knows whose turn it is to click “approve.” That’s why pairing ApproveThis with Business App via Zapier isn’t just convenient – it’s a straight-up power move for companies tired of playing approval whack-a-mole.

Business App gives your sales teams a 360-view of customer data. ApproveThis gives everyone else a 360-view of who needs to sign off on what. Together? You’ve got a system where approvals automatically trigger based on CRM activity, sales teams can keep selling instead of chasing down signatures, and finance doesn’t want to murder someone over missing PO numbers.

Three Ways This Combo Actually Works (No Fluff)

1. CRM Activity Logging That Doesn’t Require Babysitting

Here’s the problem: Your sales team closes a deal, then spends 20 minutes filling out an approval request form. By the time it gets to legal, the client’s already asking why things are moving slower than a DMV line.

The fix: Set up a Zap that triggers every new Business App CRM activity to auto-create an ApproveThis request. Now when a sales rep logs “Contract Signed” in Business App, ApproveThis immediately pings the right approver based on deal size or client tier. Legal gets the details without having to dig through emails, and sales stays in their CRM instead of juggling 12 tabs.

Real-world win: A 200-person SaaS company cut their sales-to-contract time by 40% because approvers stopped playing email tag for basic deal details.

2. Vendor Onboarding That Doesn’t Feel Like Herding Cats

Scenario: Your ops team sets up a new Vendasta integration (or any vendor). Three departments need to approve, but the request gets buried under 47 Slack notifications.

The play: When a new Vendasta account is created, use Zapier to fire off a multi-step ApproveThis workflow. The kicker? ApproveThis lets you set conditional thresholds – maybe IT only needs to review deals over $50k, or legal gets looped in automatically for international vendors. No more guessing who needs to be involved.

Bonus points: ApproveThis’ vacation delegation means when your CFO is skiing in Aspen, requests automatically reroute to their VP without missing a beat.

3. Post-Approval Automation That Actually Closes the Loop

Most companies drop the ball after approvals. Someone approves a discount request in Business App, then…crickets. The sales rep has to manually trigger the next steps.

Not anymore. Set ApproveThis to trigger Business App automations the second an approval is finalized. Approved a custom quote? Automatically generate the SOW in Business App. Denied a pricing exception? Queue up a saved response for the AE. This is where the magic happens – turning approvals from roadblocks into launchpads.

Why This Isn’t Just Another Integration

Plenty of apps connect to Business App. Here’s what makes ApproveThis different:

• Approver licenses don’t cost you a kidney: External partners or clients can approve requests without needing a Business App seat. They just click a link in their email. No login, no hassle.
• Calculated fields that actually work: Auto-calculate discount impacts or contract values during approval. If a sales rep requests a 15% discount, approvers see real-time margin calculations without jumping to a spreadsheet.

Translation: Less back-and-forth, fewer “Can you resend that doc?” messages, and way less risk of human error blowing up your quarter.

Setting This Up Without Losing Your Mind

If you can make a Zoom call, you can connect these tools. Here’s the skinny:

1. Grab your ApproveThis and Business App logins
2. Head to Zapier, make a new Zap
3. Pick your trigger (Business App activity, new Vendasta account, etc.)
4. Choose ApproveThis as the action app
5. Map fields once – done forever

Pro tip: Start with one workflow (like contract approvals) before going all-in. Most teams see enough ROI from that single use case to justify the whole setup.

Who Actually Benefits From This?

Sales Teams

Stop losing deals to approval delays. When your AE can trigger a complex approval from within Business App (without filing a Jira ticket), they look like heroes. Plus, automatic CRM logging means no more “Who approved this?!” forensic audits.

Finance Departments

Set approval thresholds so only deals over $50k hit the CFO’s inbox. Everything else auto-approves based on your rules. Bonus: All approvals feed into Business App reports, so forecasting doesn’t require psychic powers.

Operations Managers

Track approval SLAs in real dashboards. If vendor setups are bottlenecking at legal, you’ll know before the QBR. Plus, vacation delegation means your process doesn’t collapse because someone took PTO.

Common Objections (And Why They’re BS)

“We already have Business App approvals.”
Cool. Do they handle multi-department sign-offs with conditional logic? Can approvers sign off via email without logging in? Didn’t think so.

“Our process is too complex.”
ApproveThis handles 7-step approvals with parallel paths and fallback approvers. If your process is more complicated than that, you’ve got bigger problems.

“We’ll set it up later.”
How’s that working out? Companies using both tools close approvals 63% faster. Your competitors already know this.

Bottom Line

ApproveThis isn’t another tool – it’s Business App’s missing approval layer. For teams tired of:

• Deals dying in approval purgatory
• Chasing down executives for sign-offs
• Manually updating 12 systems post-approval

This integration isn’t nice-to-have. It’s “how did we work without this” territory.

Register for ApproveThis and connect it to Business App in under an hour. Or schedule a demo to see how conditional approvals and CRM automation can actually play nice.

Either way, stop letting clunky processes cost you deals, time, and your team’s sanity. This isn’t future tech – it’s what you should’ve had yesterday.