ApproveThis manages your Act! Integration approvals.

When Your CRM and Approvals Play Nice, Everyone Wins

Let’s be real: nothing kills momentum like chasing down signatures while deals gather dust. Act! keeps your sales pipeline moving, but when every new opportunity needs three layers of approval? That’s where things get sticky. Enter ApproveThis – the sidekick that turns “I’ll get to it next week” into “Approved in 37 minutes.”

Connect them through Zapier, and suddenly your CRM knows exactly when Accounting greenlights a discount or Legal blesses a contract. No more switching tabs. No more forwarded emails. Just decisions happening where the work actually gets done.

Why This Combo Works Like Duct Tape for Business Gaps

ApproveThis isn’t trying to be your CRM. Act! isn’t trying to manage your approval chains. Together? They cover each other’s blind spots:

• Sales teams stop babysitting deals through approval limbo
• Operations quits playing telephone between departments
• Finance actually tracks why things get approved (beyond “the CEO’s flight was delayed”)

Real example: A Midwest HVAC supplier cut their equipment purchase approval time from 9 days to 14 hours. How? Every time their Act! pipeline hit “Quote Ready,” ApproveThis automatically routed it to regional managers based on deal size. No forms. No check-ins. Just colder warehouses faster.

Three Ways to Make Both Platforms Do Your Dirty Work

1. Auto-Create Activities for Every New Request

The Problem: Your sales rep approves a custom demo request… and it dies in their inbox. Marketing never schedules it. Support isn’t prepped. Everyone loses.

The Fix: When ApproveThis gets a new demo request, Zapier slaps an activity into Act! with all details pre-filled. Now the sales lead’s calendar blocks time, marketing preps assets, and the client gets a confirmation – before the rep finishes their latte.

Who this saves: Marketing agencies juggling 20+ client approvals weekly. Now every “Yes” to a campaign change auto-schedules the implementation kickoff.

2. Force Accountability on New Opportunities

The Problem: Deals get marked “Closed-Won” in Act!… that never should’ve been offered. Discounts given without VP sign-off. Delivery timelines promised that production can’t hit.

The Fix: New Act! opportunity hits $50K? ApproveThis instantly demands CFO approval before the quote ever leaves the CRM. Sales can’t even see the “Send to Client” button until the chain completes.

Who this saves: Manufacturers quoting custom orders. No more production managers screaming about “Who approved this?!” when specs arrive.

3. Kill Phantom Contact Updates

The Problem: Client emails get changed in Act! without tracking. Two months later, renewal offers bounce. Who changed it? When? Why?

The Fix: Any Act! contact edit triggers an ApproveThis request. Now your support team can’t swap a CEO’s email without manager approval. All changes get logged with context in both systems.

Who this saves: Healthcare providers managing patient portals. HIPAA updates require audit trails – now they’re automatic.

Setting This Up Without Hiring a 15-Year Zapier Vet

If you can send a Slack message and update a CRM field, you’ve got this:

1. Pick your poison: Start in Zapier – either when something happens in Act! or when ApproveThis gets a new request
2. Map the annoying stuff: Drag customer emails from Act! into ApproveThis approver fields. Set $$ thresholds for auto-escalations
3. Test like you mean it: Send a fake $1 deal through. Did it route to accounting? Great. Now try $50K – did the VP get pinged?

Pro tip: Use ApproveThis’ calculated fields to auto-flag deals that need extra eyes. Example: “If Act! opportunity size > quarterly quota by 200%, require CRO approval.” Now it’s enforcing policy, not you.

What Each Team Steals Back From This Integration

Sales: Stop Being a Secretary

Your AE’s job is closing, not herding cats. When Act! shows a demo request, ApproveThis auto-assigns it to:

• Engineering for feasibility review
• Legal for NDA checks
• Support for resource allocation

All approvals happen in email or Slack. By the time the AE checks Act!, every box is green.

Operations: No More Spreadsheet Voodoo

That Excel tracker with approval statuses? It’s wrong. Always. Now:

• Approved discounts in ApproveThis auto-update Act! deal records
• Denied requests tag opportunities as “Stalled – Needs Revision”
• Every decision timestamps in both systems for compliance

Finance: Guardrails Without the Speed Bumps

Your team isn’t trying to slow sales – they’re trying to prevent Q4 fire drills. With conditional thresholds:

• Deals under $10K? Auto-approved if margin stays above 30%
• $10K-$50K? Needs regional director email sign-off
• Over $50K? Forces C-suite review + 24-hour cool-off period

All enforced before the quote generates.

The Nerd Stuff You Actually Care About

“Do approvers need Act! licenses?” Nope. ApproveThis handles permissions separately. Clients can approve contracts via email without you buying 50 CRM seats.

“What if someone’s OOO?” Vacation delegation auto-reassigns approvals. No more “Waiting on Jim’s reply” when Jim’s on a beach.

“Can we track why things get denied?” Rejection reasons sync back to Act! as notes. Now you can fix issues instead of guessing.

This Isn’t “Another Integration” – It’s a Time Machine

Companies using ApproveThis + Act! through Zapier report 62% faster approvals. But the real win? Mental bandwidth. When your CRM enforces process without nagging, you get back to:

• Upselling instead of updating trackers
• Coaching reps instead of correcting rogue discounts
• Scaling instead of putting out approval fires

Ready to stop being Switzerland between your CRM and approvals? Get started free or schedule a 12-minute demo. We’ll show how to make Act! the last place approvals ever get stuck.