ApproveThis manages your Centrico Integration approvals.

Why Approval Automation Matters for Modern Teams

Businesses using Centrico already understand the value of organized contact management - but what happens when critical decisions about those contacts get stuck in email threads or Slack channels? ApproveThis solves this challenge by adding structured approval workflows to Centrico's contact management capabilities through Zapier integration. Together, these platforms create closed-loop processes where contact creation, verification, and action happen faster than manual methods allow.

Consider a marketing agency onboarding new clients. Their Centrico contacts might include stakeholders from both the agency and client organizations. With ApproveThis integrated, any team member can trigger approval workflows directly from Centrico data - like verifying contract terms or approving campaign budgets - without switching platforms. Decision-makers receive email notifications with one-click approval options, while the system automatically updates both Centrico records and internal project trackers.

Three Ways to Connect Centrico with ApproveThis

1. Automated Lead Verification

When sales teams add new prospects to Centrico, ApproveThis can automatically initiate qualification checks. A manufacturing company might configure approvals for high-value leads requiring manager sign-off before pursuing. Approvers receive the prospect's Centrico profile alongside custom approval criteria through email, with no need to log into either system.

2. Client Onboarding Coordination

Service businesses can turn approved Centrico contacts into kickoff tasks. Imagine a law firm where new client intake in Centrico triggers document collection approvals. Paralegals receive automated requests for specific files through ApproveThis, with due dates synced to the contact's Centrico timeline.

3. Compliance Auditing

Financial institutions benefit from tying Centrico contact updates to approval trails. When a banker modifies a high-net-worth client's risk profile in Centrico, ApproveThis can require dual approval from compliance officers. All decisions are logged with timestamps and comments directly in the approval record.

Implementation Made Simple

Connecting Centrico with ApproveThis takes under 15 minutes through Zapier. Start by creating a Zapier account if you don't have one, then:

Step 1: In Zapier, choose Centrico as your trigger app. Select either "New Contact" or "Contact Updated" events based on your workflow needs.

Step 2: Connect ApproveThis as your action app. Map critical Centrico fields like contact name, company, and custom properties to your approval request template.

Step 3: Configure approval rules in ApproveThis - set thresholds for auto-approval, designate backup approvers, and establish escalation paths for delayed decisions.

Test your integration by creating a sample Centrico contact to trigger an approval request. Refine field mappings if needed, then activate the workflow.

Team-Specific Advantages

Sales Teams

Reduce deal cycle times by attaching approval workflows to Centrico opportunity stages. Example: Automatically request discount approvals when deals exceed 15% margin reduction, pulling real-time CRM data into the approval request.

Marketing Teams

Accelerate campaign launches by linking Centrico contact lists to budget approvals. An ecommerce company could trigger vendor contract approvals when adding new influencer contacts to Centrico, with calculated fields automatically comparing campaign budgets to historical ROI data.

Operations Teams

Maintain compliance by requiring approvals for Centrico contact record changes. Healthcare providers might audit patient contact information updates through ApproveThis, ensuring HIPAA-compliant modification tracking without manual oversight.

Key Differentiators

Unlike basic approval add-ons, ApproveThis brings enterprise-grade functionality to Centrico workflows without complex setup:

External Approvals: Clients or partners can approve requests via email without Centrico licenses - ideal for agencies managing multiple client stakeholders.

Conditional Routing: Automatically escalate overdue approvals while maintaining a clean audit trail. Approval thresholds let you auto-approve routine requests while flagging exceptions for review.

Real-Time Sync: Approved contacts in Centrico immediately reflect decision statuses, while denials trigger follow-up tasks through connected apps.

Real-World Impact

A regional bank using Centrico and ApproveThis reduced commercial loan approval times from 72 hours to 8 hours by:

1. Triggering credit checks automatically when loan officer contacts reach specific Centrico pipeline stages
2. Routing approvals hierarchically based on loan amount thresholds
3. Updating Centrico contact records with approval terms and next steps

Meanwhile, a marketing automation firm eliminated missed client deadlines by:

• Linking Centrico client contacts to project approval workflows
• Using calculated fields to compare requested revisions against SLA terms
• Automatically notifying clients of approval delays via their preferred Centrico contact methods

Getting Started

To implement these workflows:

1. Create your ApproveThis account (free trial available)
2. Connect to Centrico via Zapier
3. Build your first approval trigger in under 10 minutes

For complex implementations, request a custom demo showing how ApproveThis handles your specific Centrico use cases. Our team will walk through multi-department approval chains, compliance requirements, and integration with your existing tech stack.

Final Considerations

While setting up approvals, remember:

• Start with high-impact, repetitive processes like client onboarding or contract renewals
• Use ApproveThis' vacation delegation to avoid approval bottlenecks during holidays
• Leverage calculated fields to auto-approve requests under predefined thresholds

Avoid over-engineering initial workflows - focus on replacing one manual approval process completely before expanding integration depth. Most teams see ROI within 30 days through reduced follow-up emails and faster cycle times.