ApproveThis manages your Sperant Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: if your team uses Sperant to manage clients but still relies on Slack pings, forwarded emails, or carrier pigeons to get approvals, you’re wasting time. ApproveThis isn’t just another checkbox tool—it’s the missing layer that turns Sperant from a CRM into a decision-making machine. Together, they automate the bureaucratic sludge that slows down sales, operations, and finance teams. Think fewer follow-up meetings, less “who approved this?!” chaos, and more actual work getting done.

What Each Tool Brings to the Table

Sperant handles the entire client lifecycle—from capturing leads to post-sale support. It’s where your deals live, but it wasn’t built to manage the internal debates about which deals get approved. That’s where ApproveThis steps in. While Sperant organizes client data, ApproveThis organizes the humans who need to say “yes” or “no” to that data. Add Zapier to the mix, and you’ve got a three-way handshake that moves approvals out of inboxes and into automated workflows.

The Nuts and Bolts of the Integration

Here’s how it works: Zapier acts as the messenger between Sperant and ApproveThis. When something happens in Sperant (like a new client getting added), Zapier tells ApproveThis to kick off an approval process. Conversely, when an approval is finalized in ApproveThis, Zapier can update Sperant automatically. No coding required—just connect the dots using pre-built triggers and actions. For example:

• A new lead in Sperant → Auto-generate an approval request for sales managers
• An approved contract in ApproveThis → Push the client details into Sperant

Use Cases That Actually Matter

For Sales Teams: Stop Guessing Which Leads Are Worth Pursuing

Imagine your sales reps are adding leads to Sperant left and right. Problem is, half those leads are unvetted tire-kickers. With ApproveThis, every new lead (manual or digital) triggers an approval workflow. Sales managers get an email asking, “Is this client worth our time?” They click “approve” or “deny” right from their inbox—no logging into Sperant required. Approved leads flow back into Sperant as qualified opportunities; denied ones get archived automatically. No more wasted outreach.

For Operations: Keep Client Onboarding From Becoming a Dumpster Fire

Operations teams hate surprises. When a new client gets added in Sperant, ApproveThis can require sign-off from legal (contract review), finance (credit check), and even the delivery team (capacity check). Use sequential approvals to make sure each department greenlights their part before moving forward. If someone’s OOO, vacation delegation automatically reroutes the request. Bonus: approvers don’t need a Sperant license—perfect for external contractors or execs who shouldn’t be bogged down by CRM access.

For Finance: Enforce Budgets Without Playing Bad Cop

When sales teams overpromise discounts, finance is left holding the bag. ApproveThis’ approval thresholds fix that. Let’s say a sales rep offers a 20% discount in Sperant. If that exceeds your preset threshold, ApproveThis auto-escalates the request to the CFO. If it’s under 10%, maybe it’s approved instantly. Either way, finance maintains control without micromanaging every deal.

Setting This Up Without Losing Your Mind

Here’s the playbook:

1. Connect Sperant and ApproveThis via Zapier: Start here—it takes 8 minutes.
2. Pick Your Trigger: Like “When a client is created in Sperant” or “When a digital lead comes in.”
3. Build Your Approval Workflow: Add approvers, set conditions (e.g., “Escalate if discount >15%”), and enable email approvals.
4. Test With Real Data: Create a fake client in Sperant and watch the approval request pop up in ApproveThis.

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk requests. For example, if a Sperant client’s projected revenue is under $5K but the discount is over 25%, require VP approval.

Why This Isn’t Just Another Integration

Most CRMs have approval features, but they’re either too rigid (looking at you, Salesforce) or buried under menus. ApproveThis gives you granular control without the complexity. For instance:

• Approval Groups: Require consensus from the entire sales team or just a single decision-maker.
• Real-Time Tracking: See where every request is stuck—no more “I thought YOU approved it?”

And because it’s all tied to Sperant, you’re not managing approvals in a vacuum. Approved clients are instantly CRM-ready; denied ones don’t clutter your pipeline.

Who Benefits Most?

Agencies: Approve new clients before they’re added to Sperant, ensuring they fit your ideal client profile.

Manufacturers: Require procurement sign-off for Sperant clients requesting custom orders.

Software Companies: Auto-approve trial signups in Sperant but escalate enterprise plan requests to the sales team.

The Bottom Line

ApproveThis and Sperant solve different problems—until you zap them together. Then they become a system that stops bad deals from happening and speeds up good ones. It’s not about adding more process; it’s about cutting the garbage that slows you down.

Ready to stop chasing approvals? Get started with ApproveThis or book a demo to see the Sperant integration in action.