ApproveThis manages your Copper Integration approvals.

Why Your Team Needs This Integration Like Coffee

Let's cut through the corporate fluff: approvals suck. They're the traffic jam in your workflow highway, the "check back next week" in your fast-moving company. Now imagine your CRM (where deals live) shaking hands with your approval system (where decisions go to die). That's what happens when you connect ApproveThis and Copper through Zapier.

Copper's the CRM that lives in your Gmail. ApproveThis is the approval system that doesn't make people log into another app. Together? They turn "Hey, can you approve this?" into "It's already handled."

How This Duo Actually Works (No Tech Jargon)

Here's the simple version: Zapier acts as your bilingual intern who speaks both Copper and ApproveThis. When something happens in Copper (new lead, company added), Zapier tells ApproveThis to start an approval flow. When ApproveThis makes a decision, Zapier updates Copper automatically.

The magic sauce? ApproveThis approvers don't need Copper licenses. Your client's CFO approving a contract? They just click approve in their email. No CRM training needed.

Real-World Use Cases That Don't Feel Like Corporate BS

1. Vetting New Clients Before They Clog Your Pipeline

The Problem: Sales teams adding sketchy leads to Copper because "any lead is a good lead!"

The Fix: Auto-trigger approval requests when new companies hit Copper. Legal checks for conflicts, finance verifies budget, sales ops confirms lead score.

Who Cares: Marketing agencies wasting time on clients who can't pay. Manufacturing companies avoiding custom quote requests from tire-kickers.

2. Keeping CRM Data From Rotting

The Problem: Copper contacts becoming outdated because nobody updates records after approvals.

The Fix: When ApproveThis greenlights a pricing exception, Zapier automatically updates the Copper contact's "special terms" field and creates a follow-up task.

Who Cares: SaaS companies managing enterprise contract exceptions. Distributors handling custom pricing for retail chains.

3. Killing Lead Approval Theater

The Problem: Sales reps arguing over lead ownership in Slack while opportunities go cold.

The Fix: New Copper lead → immediate ApproveThis workflow. Requires sign-off from regional manager and product specialist based on lead score thresholds.

Who Cares: Medical device companies ensuring compliance in lead handling. Franchise businesses allocating leads between locations.

4. Audit Trails That Don't Require a Detective

The Problem: "Who approved this client discount?!" *Cue 3-hour CRM search*

The Fix: Every ApproveThis decision auto-logs a Copper activity with: who approved, when, why, and attached files.

Who Cares: Financial services firms needing compliance paper trails. Government contractors tracking change order approvals.

Setup That Won't Make You Call IT

1. Connect Copper to Zapier: Log into Copper, grab your API key (it's under Settings > Integrations)

2. Connect ApproveThis: Use Zapier's built-in integration (no coding, we promise)

3. Pick Your Trigger: "New Company in Copper" or "New Lead" are good starters

4. Build Your Approval Logic: Add conditional thresholds (e.g., auto-approve leads under $50k), assign approver groups

Pro Tip: Use ApproveThis's vacation delegation so approvals don't stall when Karen from legal is on safari.

Teams That Stop Hating Each Other

Sales Ops:

Finally prove which reps are submitting garbage leads. Use calculated fields to auto-reject leads that don't hit BANT criteria.

Finance:

Stop being the "bad guys." Set approval thresholds so only exceptions need human review. Automatic escalation to CFO for deals over $500k.

Customer Success:

Get notified in Copper when contract amendments are approved. No more "I thought legal handled that?"

Why This Isn't Just Another Integration

Most CRMs bolt on approval features like an afterthought. Copper's strength is being where work happens (Gmail, Docs). ApproveThis's strength is not being another app people avoid. Together, they cut approval time by:

• 83% faster decisions (email approvals vs. chasing people)
• Zero context switching (approvals happen where work does)

Bonus: ApproveThis's real-time tracking gives managers visibility without micromanaging. Watch deals move from "pending approval" to "closed won" without pinging anyone.

When You Should Probably Ignore This Entire Article

If your idea of fun is manually updating CRM records... carry on. If you enjoy explaining approval processes to new hires every month... this isn't for you.

But if you're part of a 50-5,000 person company where:

• Deals get stuck in approval purgatory
• CRM data accuracy is a running joke
• Teams blame each other for missed approvals

...then maybe stop reading and get started.

Final Thought: Approval Processes Should Be Invisible

The best workflows are like oxygen – vital but unnoticed. By embedding ApproveThis into Copper via Zapier, you're not adding another tool. You're removing friction. Clients get faster answers. Deals move without begging for approvals. And you? You get to focus on work that matters.

Next step: Book a 12-minute demo (we timebox it – no sales marathons). Show us your nastiest approval bottleneck. We'll build the Zapier flow live.