ApproveThis manages your CompanyHub Integration approvals.

When Your CRM and Approval System Actually Talk to Each Other

Let's be real - most CRMs are terrible at handling approvals. CompanyHub lets you track deals, manage contacts, and build pipelines like a pro. But when it comes to getting actual decisions made? You're still chasing people through Slack, forwarding emails, and praying someone remembers to click "approve." That's where ApproveThis comes in - like a bouncer for your approval processes, but without the velvet rope.

Connect these two through Zapier, and suddenly your CRM knows exactly when to beg for permission. Deals get approved faster without manual follow-ups. Legal stops ghosting your contract reviews. Finance actually signs off on budgets before the quarter ends. It's not magic - it's just two tools doing their jobs instead of sitting in separate silos.

Why This Combo Works for Teams That Hate Waiting

Mid-sized companies (we're looking at you, 50-5,000 employee crews) get screwed by patchwork systems. Department A uses CompanyHub for CRM, Department B lives in ApproveThis for approvals, and nobody talks. Until now. Here's the juice:

For Sales Teams: No More "I Thought You Approved That?!"

Imagine this: Your AE closes a $250K deal in CompanyHub. Before they even finish their victory coffee, ApproveThis automatically:

• Checks if discount exceeds 15%
• Routes to Sales Director + Legal based on deal size
• Updates CompanyHub the second it's greenlit

Real example: A SaaS company using this combo cut their deal approval time from 72 hours to 4.5 hours. Not bad for a Zap that takes 18 minutes to set up.

For Operations: Procurement That Doesn't Suck

Manufacturing company uses CompanyHub to track vendor contracts. Their old process? Email chains that looked like a game of broken telephone. Now:

New vendor request in CompanyHub → Auto-creates ApproveThis request with tiered approvals ($10k+ goes to CFO) → Approved vendors auto-populate in CompanyHub supplier list. Their procurement team reclaimed 11 hours/week. No magic beans required.

Three Ways This Integration Actually Works (No Fluff)

1. Deal Approvals That Don't Kill Momentum

The Zap: New CompanyHub deal → Auto-create ApproveThis request with deal specs → Route based on amount/type → Update CompanyHub status.

Why it matters: A logistics company used this to prevent $480k in oversold capacity last quarter. Approval thresholds stopped sketchy discounts, while calculated fields auto-flagged non-standard terms.

2. Approval-Linked Tasks That Actually Get Done

The Reverse Zap: New ApproveThis request → Auto-create CompanyHub task with due date = approval deadline.

Real talk: Marketing agencies love this. Client contract needs three approvals? Each sign-off step triggers specific tasks in CompanyHub - legal review, scope docs, resource allocation. No more dropped balls between departments.

3. CRM Records That Stay in Sync (Automatically)

The Closure Loop: Approved/denied in ApproveThis → Update CompanyHub record + trigger next steps.

Case in point: A med device company auto-updates deal stages in CompanyHub when approvals complete. If denied? CompanyHub automatically triggers a new "rework" task for sales. No manual CRM juggling.

Setup That Doesn't Require an IT Degree

If you can make toast, you can connect these. Seriously:

1. Grab your Zapier account (free tier works)
2. Pick a trigger from CompanyHub (New Deal, Updated Contact, etc.)
3. Choose ApproveThis as the action ("Create Request")
4. Map fields from CompanyHub to approval fields
5. Test with a real deal/request

Pro tip: Use ApproveThis' calculated fields to auto-determine approval paths. Example: "If CompanyHub deal value > $X, require CFO approval." Set it once, forget forever.

Why Your Finance Team Will Stop Hating You

Approval thresholds are the unsung hero here. Connect CompanyHub quotes to ApproveThis with rules like:

"Any quote over $50k needs VP sign-off"
"Expense reports with international travel require HR approval"
"Contract renewals auto-approve if NPS > 8"

Plus: Approvers can okay things directly from email without needing a CompanyHub login. External partners? Clients? Just add their email - no new seats/licenses required.

Ops Teams - This is Your Boring Superpower

CompanyHub's custom objects + ApproveThis' workflows = process nirvana. Example setups we've seen:

Facilities Management:
New maintenance request (CompanyHub) → ApproveThis checks budget → If under $5k, auto-approve and create work order
IT Procurement:
Device request form (CompanyHub) → ApproveThis routes based on department/role → Approved? Auto-populate asset tracker

All using fields you already have in CompanyHub, plus ApproveThis' conditional routing.

The Silent Killer Feature: Vacation Coverage

CompanyHub knows who's on PTO. ApproveThis acts on it. When deals need approval but Susan's in Bali:

1. Auto-reassign her approvals to the delegated teammate
2. Keep SLAs intact
3. Susan returns to zero backlog

No more "I was OOO" excuses. The system handles coverage before anyone even notices.

When to Use This vs. Native Features

CompanyHub has basic approval fields. ApproveThis is for when you need:

→ Multi-step approvals (Legal → Finance → CEO)
→ Conditional logic ("If X, then require Y approval")
→ Real-time tracking dashboards
→ External approvers without CRM access
→ Audit trails that don't suck

Basically, if your approval process needs more structure than a checkbox, this combo delivers.

Getting Buy-In from The Skeptics

Numbers that matter to execs:

• 68% faster approval cycles (actual client avg)
• $27k/mo saved on delayed deal penalties (manufacturing client)
• 92% reduction in "Who approved this?!" emails

Translation: Less fire-drills, more closed deals.

Ready to Stop Playing Approval Tag?

If your CompanyHub deals get stuck in approval purgatory, here's your play:

1. Grab an ApproveThis trial (takes 2 minutes)
2. Connect to CompanyHub via Zapier (18 minutes)
3. Automate your first approval flow (another 12 minutes)

In under an hour, you've potentially saved hundreds of approval-hours annually. Not bad for a Wednesday afternoon.

Or, if you want to see it live first - book a 15-minute demo. We'll show how other 200-500 employee companies are using this combo to actually hit their SLA targets.