ApproveThis manages your Close Integration approvals.

When Your CRM Needs a Decision-Making Wingman

Let's cut to the chase: sales teams live in their CRM, while approvals happen in email hell, Slack purgatory, or that one Excel sheet from 2018. Close already handles your calls, emails, and lead tracking. ApproveThis handles the "can we actually do this?" conversations. Together? They're like giving your sales ops team a time machine.

Here's why this isn't just another integration: ApproveThis doesn't just connect to Close – it acts as the decision-making layer. Sales reps stay in Close. Approvers click "yes" or "no" in email. Finance/legal/whatever gets audit trails. And nobody's paying for 37 extra SaaS seats.

Three Ways This Combo Actually Moves Deals Forward

1. When Lead Status Changes = Automatic Approval Triggers

Problem: Your AE moves a lead to "Contract Review" in Close. Then what? Three days of chasing legal via forwarded emails.

Fix: ApproveThis auto-creates a contract review request with all Close lead context attached the second that status changes. Legal gets one email with calculated deal terms, red flags, and a big green "Approve" button. No Close login required.

Who kills it: Agencies quoting custom projects, SaaS companies with complex pricing tiers, anyone who's ever lost a deal because legal took too long.

2. Approval to Contact Sync (Without the Copy/Paste)

Problem: New vendor approved? Great. Now someone manually creates a Close contact...if they remember.

Fix: ApproveThis > Zapier > Close = approved vendor requests auto-populate as Close contacts. Fields mapped, notes included, zero hands touching keyboards.

Who kills it: Procurement teams managing 100+ vendors, franchises approving local suppliers, anyone tired of duplicate entries in their CRM.

3. Call Outcomes That Actually Trigger Action

Problem: Sales rep logs "Client needs custom SLA" in Close. That note dies in the CRM graveyard.

Fix: New Close call with "SLA Request" tag? ApproveThis pings the ops team with a pre-filled SLA approval – including call recording links and deal size. Ops approves/denies before the rep's next coffee.

Who kills it: Teams selling enterprise contracts, MSPs negotiating SLAs, any company where sales promises stuff ops doesn't know about.

Why This Isn't Your Grandpa's Approval Software

ApproveThis works because it's built for how approvals actually happen in messy, real-world companies:

• Approval thresholds: Automatically escalate $50K+ deals to the CFO, keep small stuff with managers.
• Vacation coverage: Approver OOO? Requests reroute without missing a beat.
• Email-first: External partners approve via email – no new logins, no training.

Meanwhile, Close keeps being the all-in-one CRM your team actually likes using. The integration handles the handoffs so you can stop being a human middleware.

Setup That Takes Less Time Than a Sales Standup

Connect ApproveThis and Close via Zapier in three steps:

1. Pick your trigger: New Close lead status? Call logged? Contact created?
2. Map your fields: Pull Close data into ApproveThis requests (deal size, notes, urgency tags).
3. Set approvers: Assign teams/individuals based on deal size, client tier, or whatever logic you need.

Pro tip: Start with one workflow (like contract reviews), nail it, then expand. Your sales ops team will steal you lunch for this.

Who Gets Superpowers From This Combo?

Sales Leaders

Deal desk delays drop from days to hours. Forecasts get real because approvals aren't stuck in limbo. And you finally get visibility into what's blocking deals (without micromanaging).

Operations Teams

No more "I didn't know sales promised that!" moments. Approval SLAs get enforced automatically. And you can actually measure approval cycle times to optimize processes.

Finance & Legal

All requests hit their inbox with full context from Close. Approve/deny in one click, with automatic audit trails. Plus, thresholds mean they only see deals that actually need their eyes.

The Bigger Picture (Without the Fluff)

This integration isn't about automating approvals – it's about eliminating the decision latency that kills deals. When your CRM and approval system actually talk:

• Deals close 23% faster (because approvals aren't chasing people)
• Compliance risks drop (every "yes" has a paper trail)
• Sales reps stay selling (not herding approvers)

And because ApproveThis approvers don't need Close licenses, you can involve clients, vendors, or execs without blowing your CRM budget.

Ready to Stop Being a Human Router?

If your sales team uses Close, you're already 80% there. Adding ApproveThis is like giving your CRM a decision-making upgrade. No more lost requests. No more approval black holes. Just deals moving forward faster.

Get started with ApproveThis (free trial included), or book a demo to see how it plays with Close. Your future self (and your sales team) will thank you.