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Crunchbase Integration

ApproveThis manages your Crunchbase Integration approvals.

April 17, 2025

Integration Category: Sales Crm

Two Platforms, One Competitive Edge

In today’s fast-moving business environment, speed and precision define success. Crunchbase arms teams with critical data on companies, funding trends, and market shifts. ApproveThis ensures decisions about that data happen quickly, with accountability. Together, they turn insights into action without bottlenecks.

ApproveThis isn’t just another approval tool—it’s a system designed for cross-team collaboration. Crunchbase users, from sales leaders to investors, rely on accurate data to drive pipelines and deals. By connecting these platforms via Zapier, businesses eliminate manual handoffs, reduce errors, and keep critical processes moving even when key stakeholders are unavailable.

Why This Integration Matters

Crunchbase helps teams identify opportunities, but acting on those opportunities often requires internal alignment. ApproveThis adds structure to those decisions. For example, when a sales team discovers a high-value prospect in Crunchbase, getting buy-in from finance or legal shouldn’t mean delays. With automated approval workflows, teams can:

  • Standardize decision-making across departments
  • Track every approval in real time
  • Involve external partners without licensing hurdles

Approvers don’t need a Crunchbase license to review requests, making it ideal for collaborating with clients, investors, or contractors. Vacation delegation and conditional thresholds ensure nothing stalls if a decision-maker is out of office or if requests meet predefined criteria.

Use Cases That Deliver Results

1. Validating High-Value Prospect Lists

When a sales leader creates a Crunchbase list targeting enterprise accounts, ApproveThis can automatically route it for executive review. A VP of Sales might require visibility before outreach begins, ensuring alignment with quarterly goals. Conditional logic in ApproveThis could fast-track lists under a certain deal size while escalating larger opportunities.

Who benefits: SaaS companies targeting enterprise clients, where misaligned outreach risks reputational damage.

2. Streamlining Investment Committee Reviews

Venture capital firms using Crunchbase to track startups can trigger approval workflows when new companies match saved search criteria (e.g., seed-stage AI startups in Europe). Partners receive email-based approvals with key metrics, accelerating due diligence. Approval groups in ApproveThis ensure consensus before moving to term sheets.

Who benefits: VC firms managing high deal flow volume who need to avoid missing hidden gems.

3. Enforcing Compliance in Partnerships

Adding a company to a “Preferred Vendors” list in Crunchbase might require legal review. An integration could route these additions through ApproveThis, attaching compliance checklists or contract terms. Calculated fields automatically flag companies in regulated industries, ensuring no step is missed.

Who benefits: Procurement teams in healthcare or finance, where vendor compliance is non-negotiable.

4. Accelerating Market Intelligence Sharing

When a saved search detects a competitor’s funding round, ApproveThis can notify executives and request approval to share insights with the broader team. Thresholds auto-approve minor updates but escalate significant events, like a competitor’s Series C, ensuring timely strategic responses.

Who benefits: Competitive intelligence teams in fast-moving industries like fintech or e-commerce.

Setting Up the Integration

Connecting Crunchbase and ApproveThis takes under 15 minutes with Zapier. Here’s how:

  1. Create a Zapier account (or log in to an existing one).
  2. Choose Crunchbase as the trigger app. Select an event like “New Company in List.”
  3. Connect ApproveThis as the action app. Use the “Create Request” action to build your approval workflow.
  4. Map Crunchbase data (e.g., company name, funding details) to ApproveThis fields.
  5. Test the Zap to ensure requests appear in ApproveThis, then activate.

For complex workflows, use ApproveThis’s conditional logic to route requests based on Crunchbase data. For example, companies with over $10M in funding could bypass junior approvers and go straight to department heads.

Team-Specific Advantages

Sales & Business Development

Reps no longer wait days for manager sign-off on prospect lists. Approvals happen via email, and real-time tracking in ApproveThis shows exactly where each request stands. If a director is traveling, vacation delegation automatically reassigns their approvals.

Executive Leadership

CEOs and CFOs gain visibility into high-stakes decisions without micromanaging. Dashboards show approval rates, bottlenecks, and frequently escalated requests—valuable data for refining strategies.

Operations & Compliance

Automated audit trails in ApproveThis prove that every Crunchbase list or search followed company protocols. This is critical for regulated industries where documentation isn’t optional.

The Bottom Line

ApproveThis and Crunchbase solve different problems, but together, they close the gap between data and action. Sales teams move faster, leaders maintain control, and companies avoid costly missteps caused by siloed decisions.

This integration isn’t about replacing human judgment—it’s about eliminating the busywork that slows judgment down. When approvals take minutes instead of days, Crunchbase users can act on opportunities while they’re still fresh.

Next Steps

Ready to streamline how your team acts on Crunchbase insights? Start with a free ApproveThis trial or schedule a demo to see live examples. For technical details on Zapier setup, visit Zapier’s ApproveThis integration guide.

Curious how competitors use Crunchbase data strategically? Explore Crunchbase’s latest features to stay ahead.

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Integrate with Crunchbase Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Crunchbase

Suggested workflows (and their Zapier components) for Crunchbase

Create approval requests for new Crunchbase lists

When a new list is created in Crunchbase, this integration submits an approval request in ApproveThis for review. It helps ensure that new lists are validated through a structured approval process. *Note: Review and adjust approval settings to match your workflow requirements.*

Zapier Components

Crunchbase Logo

Trigger

New List

Triggers when a user creates a list.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new companies in Crunchbase lists

Whenever a new company is added to a Crunchbase list, this automation sends an approval request to ApproveThis for further validation. It enables teams to quickly review and sanction significant list updates. *Note: Adjust filtering criteria to match relevant company data.*

Zapier Components

Crunchbase Logo

Trigger

New Company in List

Triggers when a company is added to a list.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new Crunchbase saved searches

This integration submits an approval request in ApproveThis whenever a new saved search is created in Crunchbase. It ensures that every new search setup is reviewed, helping to standardize data monitoring processes. *Note: Customize approval details to fit specific search criteria.*

Zapier Components

Crunchbase Logo

Trigger

New Saved Search

Triggers when a user creates a saved search.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new companies in Crunchbase saved searches

When a new company appears in a saved search on Crunchbase, this automation creates an approval request in ApproveThis. It provides an extra layer of validation by involving an approval workflow for significant company updates. *Note: Ensure approval parameters reflect your business rules.*

Zapier Components

Crunchbase Logo

Trigger

New Company in Saved Search

Triggers when a company is added to a saved search.

Action

Create Request

Creates a new request, probably with input from previous steps.