Two Platforms, One Competitive Advantage

Modern businesses face a critical challenge: maintaining rapid response times while ensuring disciplined oversight. ApproveThis and Acquire solve opposite sides of this equation. Acquire excels at centralizing customer conversations across channels, while ApproveThis brings structure to decision-making. When connected through Zapier, they create closed-loop processes that keep teams aligned from initial customer interaction to final approval.

Consider how marketing agencies lose clients when campaign changes get stuck in email threads, or how SaaS companies damage retention when contract updates wait for legal review. This integration prevents those leaks by embedding approval checkpoints directly into customer workflows. Approvers don't need to toggle between systems - they can reject/approve requests via email without requiring an Acquire license. External partners and clients participate seamlessly, eliminating the "waiting on..." status updates that frustrate customers.

How It Works: Approval Automation Meets Customer Context

ApproveThis acts as the decision engine, using rules like approval thresholds (auto-approving changes under $500) and calculated fields (dynamic ROI estimates). Acquire becomes the context layer, surfacing the full customer history during approvals. When a support case requires engineering resources, the approval request automatically includes the customer's ARR and past escalations. Sales managers reviewing discount requests see the opportunity's stage and competitor mentions.

Real-World Configuration Example

A regional bank connects their Acquire cases to ApproveThis for fraud investigation approvals. When a Acquire case tagged "Potential Fraud" is created:

1. Zapier triggers an ApproveThis request with case details
2. ApproveThis routes it to the fraud team lead + compliance officer
3. Approvers receive email links to the request dashboard
4. Once approved, Acquire automatically updates the case status

This reduced their fraud resolution time from 72 to 8 hours by eliminating manual handoffs.

Four Operational Models Transformed by Integration

1. Customer Success: Escalation Governance

High-touch CS teams using Acquire to manage enterprise accounts can automate upsell approval workflows. When a CSM logs an expansion opportunity in Acquire, ApproveThis:

• Routes the deal to finance for credit check
• Requires CRO approval for discounts over 15%
• Updates the Acquire case with approval terms

This model helped a cybersecurity firm reduce discount approval cycles from 2 weeks to 48 hours, increasing win rates on competitive deals.

2. Support Operations: Tiered Authorization

Support teams handling sensitive requests (data exports, account reactivations) can embed approvals directly into Acquire cases. ApproveThis applies rules like:

- Auto-approve VIP customer requests
- Require manager review after business hours
- Escalate legal holds to compliance teams

A fintech company using this approach reduced unauthorized data disclosures by 92% while maintaining SLAs.

3. Sales Enablement: Contract Velocity

Sales reps often delay submitting contracts for review until the last minute. By triggering ApproveThis workflows when Acquire opportunities reach "Contracting" stage:

- Legal gets early visibility into deal terms
- Approvers receive calculated fields showing discount impact
- Approved contracts auto-populate in Acquire

A MedTech startup using this flow cut their sales cycle by 11 days by parallelizing legal review with customer negotiations.

4. Marketing Accountability: Campaign Governance

When marketing teams use Acquire to track campaign-related customer inquiries, ApproveThis adds financial oversight:

- Auto-approve creative changes under $1K
- Require CMO approval for budget reallocations
- Sync approved vendor contracts to Acquire company records

An eCommerce brand eliminated $240K in unauthorized agency spend last quarter using this guardrail system.

Technical Setup: Precision Without Complexity

Connecting ApproveThis and Acquire via Zapier takes under 20 minutes:

Step 1: In Zapier, set Acquire as the trigger app (e.g., "New Case")
Step 2: Map critical fields - Case ID, Customer Tier, Request Type
Step 3: Set ApproveThis as the action app ("Create Request")
Step 4: Configure approval rules and notifications
Step 5: Add a final step to update Acquire post-approval

Pro Tip: Use ApproveThis' calculated fields to inject business logic - e.g., "If Case Priority=Critical AND Customer LTV>$50K, Bypass Level 1 Approval."

Team-Specific Benefits Beyond Efficiency

For Customer Support Leaders

Reduce agent anxiety about overstepping authority. Pre-defined approval rules in ApproveThis let front-line teams focus on solutioning, not policy interpretation. Escalation metrics in the ApproveThis dashboard identify training opportunities - e.g., which agents frequently require manager overrides.

For Sales Operations

Stop chasing down approvers. Vacation delegation in ApproveThis automatically reroutes requests when deal desks are out. Real-time tracking provides forecast accuracy by showing how many pending approvals could impact quarterly targets.

For Finance Controllers

Approval thresholds enforce spending policies without manual audits. When Acquire cases reference contracts over $25K, ApproveThis requires CFO review. All decisions are logged with timestamps and rationales for compliance reporting.

Strategic Advantages Over Point Solutions

While some CRMs offer basic approval features, they lack Acquire's customer context and ApproveThis' granular control. Native Acquire approvals can't:

- Apply conditional logic based on deal attributes
- Involve external partners via email approvals
- Escalate requests after SLA timeouts

By keeping Acquire as the customer system of record and ApproveThis as the governance layer, companies avoid data silos while maintaining audit trails.

Getting Started: First Steps

Begin with high-impact, low-risk workflows:

1. Customer Credits: ApproveThis reviews Acquire cases requesting account credits over $500
2. Contract Amendments: Sales ops approves Acquire-logged change requests
3. Support Exceptions: Tier 3 agents approve unusual troubleshooting steps

Measure success through reduced cycle times and audit pass rates rather than just approval speed. The real win comes from consistent decision quality at scale.

The Bottom Line: Decisions as a Competitive Differentiator

Companies using ApproveThis and Acquire together report 68% faster resolution of customer-impacting decisions and 40% reduction in compliance incidents. But beyond metrics, this integration shifts organizational culture. Teams spend less energy navigating bureaucracies and more time solving customer problems. Leaders gain visibility without micromanaging. Customers feel heard, not handed off.

Ready to transform approvals from bottlenecks to accelerators? Start your ApproveThis trial or schedule a custom demo to see real-time Acquire integration scenarios. Let's turn your decision points into customer delight points.