ApproveThis manages your BizConnect Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: BizConnect helps your team manage contacts like a pro. ApproveThis stops approval processes from turning into email nightmares. Together? They handle the messy middle where new contacts trigger actions and approvals create data – automatically. No more manual entry. No more “Did you get my approval request?” follow-ups. Just clean handoffs between systems that actually talk to each other.

What This Combo Does That Others Don’t

Most CRMs force you to choose between tracking contacts and managing approvals. BizConnect’s business card scanning and CRM features meet ApproveThis’s structured workflows at the exact point where real decisions happen. Example: Your sales team gets a new lead’s contact info. Instead of that detail getting stuck in someone’s inbox waiting for budget approval, this integration automatically kicks off a purchase request while updating your CRM. Two systems. One motion.

Key Perks You Won’t Get Elsewhere

• Approvals that update CRMs automatically – No more “approved in system A, manual entry in system B” nonsense
• External approvers who don’t need BizConnect logins – Clients or vendors approve directly via email while their info stays synced

Real-World Use Cases That Don’t Suck

We’ve seen teams waste hours on these scenarios. Here’s how to fix them:

1. Auto-Create Contacts From Approval Requests

How it works: Someone submits an approval request in ApproveThis (say, for event swag purchases). Zapier instantly creates a BizConnect contact for the vendor. No copy-pasting details between systems.

Who needs this:

• Procurement teams at manufacturing companies – New supplier? Their info auto-populates in BizConnect the second Purchasing approves the P.O.
• Marketing agencies – Approve a freelance designer’s contract, and their contact details immediately sync to your client database

2. Trigger Approvals When New Contacts Arrive

How it works: Sales scans a prospect’s business card into BizConnect. ApproveThis automatically starts an approval workflow for discount requests or custom quotes.

Who needs this:

• Enterprise sales teams – New enterprise lead comes in? Auto-route approval for dedicated account support resources
• Legal firms – New client contact added? Start conflict check approvals without leaving your CRM

Setup That Takes 15 Minutes, Not 15 Days

Connect via Zapier – no dev team required. Here’s the gist:

1. Create a Zapier account (if you don’t have one)
2. Choose your trigger (e.g., “New Contact in BizConnect”)
3. Select the action (“Create Approval Request in ApproveThis”)
4. Map the fields (BizConnect contact name → ApproveThis requester field)
5. Test with real data

Pro tip: Use ApproveThis’s calculated fields to auto-flag high-value contacts for executive review. Example: Any BizConnect contact with “VP” in title and company size over 500 employees routes straight to your CRO.

Why Your Finance Team Will Actually Like This

Approval thresholds meet CRM data. Set rules like:

“Any purchase request from contacts tagged ‘Enterprise’ in BizConnect over $5K auto-escalates to CFO.” No more manual checks. Finance gets audit trails showing exactly which contact triggered the spend.

Sales Teams: Stop Losing Deals to Slow Approvals

Your rep closes a big deal. Normally, they’d email Legal for contract approval, then wait. With this setup:

1. Rep adds client’s BizConnect profile
2. ApproveThis pings Legal automatically
3. Legal approves via email (no login needed)
4. Approved contract syncs back to BizConnect notes

Deal velocity increases because approvals aren’t stuck in app silos.

The Hidden Benefit Nobody Talks About

When approvers go on vacation, most systems either blow up your inbox or let requests rot. ApproveThis’s vacation delegation works with BizConnect’s org charts. Example: Your CMO’s out? Approvals auto-reassign to their BizConnect-listed deputy. No configuration needed each time.

Common Objections (And Why They’re Wrong)

“We already have a CRM!” Cool. BizConnect isn’t replacing it – it’s adding business card scanning and lightweight contact management that plays nice with approvals. Think of it as the bridge between your heavy-duty CRM and daily ops.

“Our approvals are too complex.” ApproveThis handles multi-step conditional workflows. Example: A new BizConnect contact from a Fortune 500 company might need Legal > CFO > CEO approval. A local vendor? Just their department head. All automated based on contact data.

When You Should Not Use This Integration

If your approval processes are stuck in 1998 (paper forms, zero automation), fix that first. This isn’t a magic fix for broken workflows – it’s fuel for already-moving trains.

What’s Next

You’ve got two options:

1. Register for ApproveThis, connect your BizConnect account via Zapier, and start automating approvals in an afternoon.

2. Book a 15-minute demo to see how other mid-market teams are saving 8+ hours/week on approvals.

Either way – stop letting contact management and approvals trip up your growth. These tools exist. Use them.