ApproveThis manages your 4Degrees Integration approvals.

When Deals Move Fast, Approvals Can’t Lag

Let’s get real – most CRMs are glorified contact databases. 4Degrees is different. Built for teams who live and die by relationships, it helps you track deals, nurture networks, and close faster. But here’s the rub: even the slickest CRM chokes when approvals get stuck in email threads or Slack limbo.

ApproveThis is the missing piece. We automate approval workflows so decisions happen at the speed of deals – not at the speed of “I’ll get to it Thursday.” Connect them via Zapier, and you’ve got a system where relationship-building meets actual decision-making. No more bottlenecks. No more frantic follow-ups. Just deals moving forward.

Why This Combo Works (Besides Saving Your Sanity)

4Degrees tells you who matters. ApproveThis handles what needs to happen next. Together, they solve three core problems for teams between 50-5k employees:

• Deals die in approval purgatory: Sales teams lose momentum waiting for legal/finance sign-offs
• Compliance headaches: Manual processes = missed thresholds or unauthorized commitments
• External collaboration chaos: Clients/vendors stuck chasing approvals across different systems

Here’s the kicker: ApproveThis approvers don’t need a 4Degrees license. Perfect for when you need sign-off from legal counsel who’ll never log into your CRM, or a client who just needs to click “approve” in an email.

Real Workflows for Teams Who Hate Busywork

1. New Deal? Auto-Trigger Executive Sign-Off

The Setup: 4Degrees detects a new deal → Zapier fires approval workflow in ApproveThis → Decision syncs back to CRM.

Who Cares: Private equity firms where any new investment requires partner consensus. Instead of 12 forward/reply-all emails, partners get a single email with deal terms, risk analysis, and one-click approve/reject. Approved deals auto-update 4Degrees pipeline status.

Pro Tip: Use ApproveThis’ calculated fields to flag deals exceeding risk thresholds – auto-escalate to CFO if potential commitment crosses $500k.

2. Approved by Committee? Update 4Degrees Automatically

The Flow: ApproveThis sends approval decision → Zapier updates 4Degrees deal stage/notes → Sales ops gets real-time alerts.

Game Changer For: Commercial real estate brokers coordinating between buyers, sellers, and inspectors. Approved inspection reports trigger next-step tasks in 4Degrees without manual data entry.

Why It’s Better: Approval groups with fallback approvers mean no deal stalls because someone’s on PTO. Vacation delegation auto-reassigns approvals so timelines stay intact.

3. Client Data Changes? Require Validation First

How It Works: 4Degrees contact update → ApproveThis sends validation request → Only approved changes sync back.

Perfect For: Law firms managing client intake. Paralegals can’t accidentally modify matter conflicts checks without partner review. ApproveThis logs who approved what – crucial for compliance audits.

Secret Weapon: Set approval thresholds where only changes to certain fields (like billing address or authorized contacts) require validation. Routine updates skip the red tape.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. Here’s the 5-minute version:

1. Connect 4Degrees and ApproveThis to your Zapier account
2. Pick your trigger (New Deal, Contact Update, etc.) from 4Degrees
3. Choose “Create Request” in ApproveThis as the action
4. Map critical fields (Deal ID, Amount, Contact Info) between systems
5. Test with a live deal/contact – approve it yourself to see the sync

Most teams build their first workflow in under 15 minutes. Pro tip: Start with one approval process (like contract reviews over $50k) before scaling to other use cases.

Who Benefits Most (Besides Your Overworked Ops Team)

Sales Leaders

Pipeline visibility means nothing if approvals are black holes. See real-time status of every deal’s approval stage alongside standard CRM data. Forecasts get accurate when you know which deals are stuck at legal vs. actually progressing.

Finance Controllers

Enforce spending thresholds without being the bottleneck. Configure auto-approvals for deals under $10k with manager review. Anything over triggers CFO escalation – all logged for audit trails.

Operations Managers

Cut approval cycle times from days to hours. How? Replace “Please see attached for approval” emails with tracked requests that show exactly who’s holding things up. Bonus: ApproveThis’ dashboard exports metrics to prove process improvements.

The Nuts and Bolts You Actually Care About

ApproveThis plays nice with 4Degrees’ API via Zapier, but here’s what matters:

No User License Headaches: Approvers get email links – no need for 4Degrees logins. Clients, vendors, or execs click, review, decide. Done.

Conditional Logic FTW: Route approvals based on deal size, client tier, or region. $10k deal goes to regional manager. $500k deal? Auto-add CFO and legal.

Audit Trails That Don’t Suck: Every decision timestamps in both systems. No more “I never got that email” – ApproveThis shows exactly who opened it and when.

Ready to Stop Chasing Approvals?

If your team’s closing deals in 2024 with 2014 approval processes, you’re leaving money on the table. The 4Degrees + ApproveThis combo isn’t magic – it’s just smarter workflow design.

Register for ApproveThis and build your first approval workflow in 15 minutes. Or, if you’d rather see it live, book a demo. We’ll show how 4Degrees users cut approval cycles by 62% on average. No sales fluff – just the stuff that actually works.

P.S. If you’re still managing approvals via email forward chains…we need to talk.