ApproveThis manages your Archie CRM Integration approvals.

Why Bother Connecting Your Approval Tool to a CRM?

Let's be real - most CRMs are great at tracking leads until someone needs to make a decision. That's where things get sticky. Sales teams hound managers over Slack. Marketing sits on campaign budgets waiting for finance. Client onboarding gets stuck because legal hasn't signed off. You know the drill.

ApproveThis plugs into Archie CRM through Zapier to add guardrails without bureaucracy. Think of it like giving your CRM a decision-making spine: automated routing, clear accountability, and approvals that actually happen before deals go cold.

What Happens When Approval Logic Meets CRM Data

Archie CRM manages your customer lifecycle. ApproveThis manages the moments where humans need to say "yes" or "no." Together, they handle scenarios like:

Procurement Teams:

A construction company uses Archie to track vendor relationships. When someone updates a supplier's contract terms in Archie, ApproveThis automatically routes the change to their legal team + CFO based on dollar thresholds. No more chasing down signatures - contracts get reviewed in context.

Marketing Operations:

An agency approves client campaign budgets via ApproveThis. Once greenlit, Zapier pushes the approved numbers into Archie as a new project record. The CRM becomes the source of truth for what's actually been approved, not just what someone promised in a meeting.

Sales Leadership:

Deals over $50k trigger a multi-step approval in ApproveThis (Sales Director → CFO). Approved deals auto-update in Archie with next steps; denied ones flag the rep with reasons. No more Excel gymnastics to track what's stuck.

The kicker? Approvers only need ApproveThis access - no extra Archie licenses required. Perfect for involving external partners or execs who shouldn't have full CRM access.

4 Ways This Combo Actually Works Day-to-Day

1. Keep Client Data in Check

The Zap: New/updated company in Archie → ApproveThis review → Only approved changes stay.

Who Cares: Compliance teams in financial services. When a bank updates client risk profiles in Archie, ApproveThis ensures two eyes on every change to meet audit trails. Denied requests automatically revert the CRM entry.

2. Turn Approvals into Actionable CRM Data

The Zap: Approved request in ApproveThis → Auto-create Archie organization/contact.

Who Cares: SaaS companies onboarding clients. A approved security questionnaire triggers Archie to create a client account with SLA terms attached. Support teams get notified without manual data entry.

3. Kill Post-Approval Radio Silence

The Zap: Approved contract terms → Archie calendar event for renewal follow-up.

Who Cares: Account managers. No more "I thought legal handled that" - approved NDAs in ApproveThis automatically schedule check-ins in Archie 90 days before expiration.

4. Escalate Without the Awkwardness

The Zap: Denied request in ApproveThis → Create Archie task for sales lead to "revisit next quarter."

Who Cares: Mid-market sales teams. When leadership rejects a discount request, Archie automatically logs the reason and sets a reminder. Reps get feedback without public shaming.

Setting This Up Without Losing Your Mind

1. Pick Your Pain Point: Start with one process (e.g., contract approvals) before automating everything.

2. Build the Zap: In Zapier, set Archie as the trigger (new org, updated contact) → ApproveThis as the action (create request). Use field mapping to pull CRM data into approval forms.

3. Assign Approvers: Use ApproveThis groups for multi-step reviews. Pro tip: Set escalation rules so requests don't die if someone's OOO.

4. Close the Loop: Add a second Zap to push approved/denied statuses back into Archie as notes or tasks.

Whole thing takes 23 minutes if you're focused. Less time than it takes to get a single legal review done manually.

Why This Isn't Just Another "Integration"

Most approval tools bolt onto CRMs like a spare tire. ApproveThis acts more like a co-pilot:

For Finance: Approval thresholds auto-approve small expenses but route big spends to the right person. Real-time calculations in forms prevent "oops" approvals.

For Ops: Vacation delegation means approvals never bottleneck. If your Head of Procurement is out, requests automatically reroute to their deputy.

For IT: No need to build custom CRM approval logic. Use ApproveThis' rules instead, and keep Archie clean.

The Part Where We Tell You What to Do Next

If your team spends more than 3 hours a week chasing approvals (you know who you are), this isn't a "nice to have." It's damage control.

ApproveThis starts at $29/month. Archie CRM plans scale with team size. Together, they cost less than one delayed deal.

Get started with a free trial, or book a 12-minute demo to see how it handles your messiest approval process.

P.S. If you're still using email chains for approvals in 2024, we can't be friends. (Just kidding. But seriously, stop that.)