ApproveThis manages your ATZ CRM Integration approvals.

When Candidate Tracking Meets Approval Power

Let’s get real – approvals are the traffic jams of business processes. Especially when you're juggling candidate updates in ATZ CRM while chasing down hiring managers for sign-offs. ApproveThis acts like the HOV lane for these decisions, cutting through the gridlock with automated workflows that plug directly into your existing systems.

ATZ CRM handles the candidate pipeline; ApproveThis handles the decision pipeline. Together through Zapier, they create closed-loop automation that:

• Triggers approval requests when deals or candidate profiles change
• Routes decisions to the right people (even when they’re OOO)
• Auto-updates ATZ CRM records once approvals happen

For mid-sized companies scaling their hiring or sales ops, this combo turns approval bottlenecks into throughput. No more “Hey, did you see my email?” follow-ups. No more version control nightmares with candidate offers. Just a clean handoff between data and decisions.

Four Ways This Integration Actually Works

1. Candidate Change Control for Staffing Agencies

When a recruiter updates a candidate’s salary expectation in ATZ CRM, ApproveThis automatically:

• Checks if the increase crosses a predefined threshold (say, 15% over budget)
• Routes to the account manager if it does via email/Slack
• Locks the candidate record until resolved

Real impact: A 200-person staffing firm reduced client disputes over rate changes by 40% in 3 months by adding approval gates before candidate submissions.

2. Deal Desk Approval Escalations

New sales deals in ATZ CRM trigger tiered approvals based on deal size:

- Under $10k? Auto-approved
- $10k-$50k? Requires sales director review
- $50k+? CFO gets final say

Why it matters: A SaaS company used this to reduce their sales-to-contract cycle from 14 days to 3 days by eliminating legal team backlogs on small deals.

3. Compliance Paper Trails for Healthcare Hiring

When updating candidate certifications in ATZ CRM, ApproveThis:

- Requires HR and compliance officer parallel approvals
- Stores signed PDF confirmations in both systems
- Updates candidate records only after both sign off

Critical for: Healthcare recruiters needing audit-proof records for Joint Commission reviews.

4. Client Contract Amendments

When sales tries to modify payment terms on an existing ATZ CRM deal:

- ApproveThis routes to both the client’s procurement contact (external) and internal finance
- Uses calculated fields to flag deviations from master service agreements
- Only updates ATZ CRM if all parties approve

Key differentiator: External approvers don’t need ATZ CRM logins – they review/approve via email. No extra software seats required.

Setup That Doesn’t Require an IT Ticket

Connecting ATZ CRM and ApproveThis takes 15 minutes, not 15 days:

1. In Zapier, choose ATZ CRM as your trigger app
2. Pick an event like “New Deal Added” or “Candidate Updated”
3. Select ApproveThis as your action app
4. Map ATZ CRM fields to your approval template
5. Set escalation rules and approval paths
6. Test with a $1 deal or test candidate profile

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests needing special attention. Example: If a candidate’s desired salary exceeds the budget by more than 20%, route directly to the VP of Talent instead of the hiring manager.

Who Actually Benefits (Beyond the Obvious)

HR Teams: Stop Being the Approval Middleman

Recruitment coordinators waste hours weekly chasing down interview feedback approvals. With automated workflows:

- Interviewers get Slack/email reminders that expire in 24hrs
- Auto-escalates to secondary reviewers if no response
- Candidate status in ATZ CRM updates automatically

This isn’t about speed – it’s about removing HR from the nagging business so they can focus on actual people strategy.

Sales Ops: Enforce Deal Rules Without Playing Cop

Sales leaders love ApproveThis’ threshold rules because they:

- Automatically enforce discount limits
- Require executive approvals for custom payment terms
- Push approved deals into ATZ CRM without manual entry

It’s governance that doesn’t feel like governance – just cleaner data and fewer “Why was this deal approved?!” fire drills.

Finance: Budget Control Without Micromanaging

When every ATZ CRM deal update triggers an approval workflow:

- PO modifications get proper oversight
- Multi-currency deals are validated against current rates
- Approval groups ensure 2+ eyes on high-risk contracts

Plus, with real-time tracking, auditors can see who approved what and when – without digging through email chains.

Why This Isn’t Just Another Zapier Integration

ApproveThis adds three layers most approval tools miss:

1. Conditional routing that actually works:
If a deal in ATZ CRM has a custom payment schedule, route it to Legal. If it’s a renewal, just send to Finance. No complex coding – just checkboxes.

2. Email approvals that don’t suck:
Approvers can review full context (including ATZ CRM record snapshots) and approve/reject without logging into yet another system. Replies like “Approved” work, but so do structured forms.

3. Vacation coverage that doesn’t drop the ball:
If a hiring manager is OOO during candidate offer approvals, ApproveThis automatically reassigns to their delegate. No more “Sorry for the delay, I was on PTO” emails.

No, Seriously – It Works for External Approvals Too

Client approvals often stall deals because:

- Clients won’t log into your ATZ CRM instance
- Email threads get buried
- No one knows whose turn it is to review

ApproveThis solves this by:

- Letting clients approve via email/SMS
- Showing real-time status to your internal team
- Auto-updating ATZ CRM when clients sign off

A manufacturing company used this to cut client approval time for custom orders from 2 weeks to 3 days – without giving suppliers ATZ CRM access.

How to Not Screw This Up

Common pitfalls we’ve seen (and how to avoid them):

Mistake: Creating one massive approval workflow for all ATZ CRM updates.
Fix: Build separate Zaps for candidates, deals, contracts – keeps logic simple.

Mistake: Not setting approval expiration dates.
Fix: Add 24-72hr auto-expire rules to keep deals/candidates moving.

Mistake: Using only sequential approvals.
Fix: Mix parallel and sequential steps – legal and finance can review contracts simultaneously.

Getting Started Without the BS

If you’re using ATZ CRM and have more than 20 approval requests/week:

1. Start an ApproveThis trial
2. Connect to ATZ CRM via Zapier (we’ll send you setup docs)
3. Clone our pre-built templates for candidates/deals
4. Run your first test approval in under an hour

Or book a 15-minute demo to see how a 500-person tech company cut their offer letter approval time by 65%.

Either way – stop letting manual approvals slow down your ATZ CRM momentum. You’ve got better things to do than play approval tag.