ApproveThis manages your Custify approvals.

When Approval Management Meets Customer Success

Let's be real: nothing kills momentum like chasing down approvals. Especially when you're trying to keep customers happy and reduce churn. That's where pairing ApproveThis with Custify changes the game. We're talking about connecting the dots between your customer success actions and the people who need to sign off on them – without the endless Slack pings or forgotten email threads.

Why This Combo Works (Besides Being Obvious)

Custify helps you spot at-risk accounts and track customer health scores. ApproveThis handles the "Okay, now what?" part. Together, they create closed-loop system where:

• Customer success managers actually act on insights instead of getting stuck in approval limbo
• Finance/legal teams protect the business without becoming bottlenecks
• Leadership maintains visibility without micromanaging every discount request

Real Numbers, Real Impact

Companies using both platforms report 65% faster approval turnaround on customer retention plays. One SaaS vendor cut their churn-related approval delays from 9 days to 11 hours. That's the difference between losing a $50k account and saving it.

Three Ways This Integration Actually Works

1. Auto-Update Custify When Approvals Finalize

The Problem: Your CSM team approves a special discount to save an account. Two weeks later, the renewal still shows "at risk" because nobody updated Custify.

The Fix: Connect ApproveThis' "Request Approved/Denied" trigger to Custify's company updates. Now when leadership OKs that discount, Custify automatically tags the account with "Special Pricing Applied" and resets health score thresholds.

Who Cares: Customer success managers stop playing data entry clerk. Sales ops gets accurate renewal forecasts. CFOs see real-time discount impact.

2. Trigger Approvals When High-Risk Segments Change

The Problem: Your system flags a Fortune 500 account as "high churn risk" overnight. By the time everyone wakes up, debates the response, and gets sign-offs, the customer's already talking to competitors.

The Fix: Set Custify to trigger an ApproveThis workflow whenever companies enter your "Red Alert" segment. Pre-built approval chains ensure the right people review retention plays within defined SLAs.

Pro Tip: Use ApproveThis' approval thresholds to auto-approve common requests under $10k, while escalating bigger bets to execs.

3. Playbook Step Approvals That Don't Suck

The Problem: Your shiny new customer onboarding playbook requires legal review at Step 4. Except legal doesn't use Custify, so steps get skipped "just this once."

The Fix: Trigger approval requests when contacts hit critical playbook stages. Legal team approves via email (no Custify license needed), keeping processes compliant without logjams.

Setup That Actually Takes 8 Minutes

1. Create your Zapier account (free tier works)
2. Pick your trigger event from either ApproveThis or Custify
3. Map key fields like Company ID or Approval Amount
4. Test with a real approval request (we both know you'll skip the dummy data)

Why Your Teams Will Actually Use This

For Customer Success Managers

Stop being the approval middleman. Set up workflows that automatically:

• Escalate pricing exceptions to regional VPs
• Route contract amendments to legal
• Push approved CS initiatives back to Custify for tracking

For Finance Teams

Finally get visibility into customer retention costs without drowning in spreadsheets. ApproveThis' calculated fields automatically flag requests that exceed budget thresholds, while real-time dashboards show pending exposure.

For Execs

Get context-rich approval requests in your inbox. Instead of "Approve $20k discount?", see "Customer X has 78% health score, 18 months remaining on contract. Churn risk reduces from 45% to 12% with discount." Make decisions in one click.

The Unsexy Features That Matter

While we're all excited about automation, these ApproveThis features save relationships:

Vacation Delegation: CS director on PTO? Approval authority automatically shifts to their designee. No more "Waiting on Jane" statuses.

Approval Groups: Require consensus from legal+finance for contract changes, but let either CS director approve onboarding tweaks.

Email Approvals: External partners (looking at you, channel managers) can approve requests without another platform login.

When Not to Use This Integration

This isn't magic fairy dust. If your Custify segments aren't defined or your approval processes change daily, fix those first. But if you've got semi-structured workflows and want to scale without hiring three coordinators? Perfect fit.

Bottom Line

Approvals shouldn't be where customer relationships go to die. By connecting ApproveThis and Custify, you're not just automating workflows – you're ensuring that every customer success insight actually leads to action. Which, let's be honest, is the whole point of having a customer success platform.

Next Steps:
If your Custify alerts aren't leading to approved actions within 24 hours, you're leaving revenue on the table. Get started with ApproveThis or book a 15-minute demo to see how approval automation actually works in the real world.