ApproveThis manages your Connect 365 Integration approvals.

Let’s cut to the chase: approvals suck. Chasing down signatures in email threads, losing track of requests, and dealing with “Sorry, I was OOO” replies isn’t just annoying – it’s costing you actual money. But here’s the good news: combining ApproveThis (your new approval sheriff) with Connect 365 (the email automation powerhouse) turns this mess into something that actually works. Let’s talk about why this combo matters and how it solves real problems for teams that are tired of playing approval whack-a-mole.

Why This Integration Isn’t Just Another Zap

ApproveThis isn’t some fancy project management tool trying to do everything. It does one thing extremely well: making approvals fast, trackable, and less painful. Connect 365 specializes in personalized email outreach at scale. Put them together through Zapier, and you’ve got a system where approvals actually keep up with your sales team’s pace instead of slowing them down.

Here’s what changes:

• No more approval black holes: See exactly where every request is stuck – no more “I thought Jessica approved that?”
• Automated follow-ups that don’t sound like robots: Connect 365’s personalization meets ApproveThis’ reminders
• External approvals that don’t require IT involvement: Clients or vendors can approve via email without needing new software logins

Real-World Use Cases (Not Just Theory)

1. Fixing Bounced Emails Before They Kill Deals

The Problem: Your sales team blasts out 500 personalized emails through Connect 365. 50 bounce. Now what? Sales reps either ignore it (bad) or waste time manually tracking down correct addresses (worse).

The Fix: When Connect 365 detects a bounce, ApproveThis automatically:

- Creates an approval task for the sales ops team
- Routes it based on deal size (small bounce? Auto-approve to retry. Enterprise deal? Escalate ASAP)
- Updates Connect 365 contact records based on approval decisions

Who Cares: Mid-market SaaS companies running ABM campaigns. A single bounced email for a key account exec could mean a $50k deal goes dark. This combo lets you fix issues before sales even notices.

2. Approval-Driven Lead Nurturing

The Problem: Your BDRs want to offer discounts to stuck deals, but need manager approval. By the time everyone signs off, the lead’s gone cold.

The Fix: Connect 365 triggers an approval workflow when a lead hits specific criteria (e.g., viewed pricing page 3x). ApproveThis:

- Routes discount requests to correct approvers based on amount
- Auto-adds approved contacts to a “Discount Approved” segment in Connect 365
- Starts personalized nurture sequences within minutes, not days

Who Cares: E-commerce and manufacturing companies with complex pricing structures. Keeps approvals tied directly to sales actions without manual data entry.

3. Client Onboarding That Doesn’t Embarrass You

The Problem: New client approvals get lost between your project management tool, email, and that one Slack channel. Clients get ignored, you look amateurish.

The Fix: ApproveThis becomes the approval hub:

- New Connect 365 contact added? Start approval chain for contract/SOW
- Clients approve via email (no login required)
- Auto-updates Connect 365 tags to trigger next onboarding steps

Who Cares: Marketing agencies and professional services firms. Reduces onboarding time from weeks to days while keeping clients in the loop.

Setup That Doesn’t Require a PhD

Here’s the basic playbook:

1. Connect both apps to Zapier (takes 2 minutes – here’s the Zapier guide)
2. Pick your trigger: “New bounced email in Connect 365” or “New approval request in ApproveThis”
3. Map the key data points (deal size, contact info, approval type)
4. Test with a real approval chain (pro tip: start with low-risk requests)

Most teams get their first workflow live in 20 minutes. The complex part is deciding your approval rules – which ApproveThis handles through its approval thresholds and conditional routing.

Team-Specific Wins

Sales Teams

Stop losing deals to approval delays. When a big lead needs special terms, ApproveThis’ escalation rules push it to directors while auto-adding Connect 365 reminders to follow up within 24 hours.

Operations

Kill manual status updates. Approved vendor contracts in ApproveThis automatically update Connect 365 contact records with compliance tags. Vacation delegation ensures approvals keep moving when managers are OOO.

Finance

Connect 365’s usage data triggers ApproveThis workflows for budget approvals. Calculated fields auto-flag requests that exceed department limits before they even reach your inbox.

The Unfair Advantage

What makes this combo different from other approval tools?

Approval isn’t a dead end. Most systems stop at “approved/denied.” Here, every decision automatically triggers the next action in Connect 365 – updating records, starting emails, or alerting teams.

External approvers don’t slow you down. Clients or vendors approve via email without needing a Connect 365 login. No more “Can you resend that portal link?” delays.

It scales without getting messy. ApproveThis’ approval groups handle complex org structures, while Connect 365 ensures communication stays personalized even at 1,000+ requests/month.

Common Objections (And Why They’re Wrong)

“We already have email approvals.”
Cool. Now track them in real time, set automatic escalations, and connect them to actual business systems. Your current method is a spreadsheet with extra steps.

“Our CRM does approvals.”
Great – does it handle multi-step legal reviews? Conditional thresholds? Automatic Zapier triggers? Didn’t think so.

“We’re not technical enough.”
If you can forward an email, you can use ApproveThis. The Zapier integration is drag-and-drop simple. No coding required.

Bottom Line

Approvals don’t have to be your company’s productivity tax. With ApproveThis and Connect 365 talking through Zapier, you get:

• Faster decisions (no more waiting for Karen from Accounting)
• Full visibility into every request
• Automated follow-ups that actually work
• External approvals that don’t require logins or training

The hardest part? Explaining to your boss why you didn’t set this up sooner.

Next steps:
1. Register for ApproveThis (free trial available)
2. Connect your existing tools in Zapier
3. Automate your most annoying approval chain today

Or if you’re the “talk to a human” type: Book a 15-minute demo. We’ll show you how to fix approvals while your coffee’s still hot.