ApproveThis manages your Customer Fields Integration approvals.

When Approval Meets Customer Data Magic

Let's cut to the chase: approval processes suck when you're manually chasing down sign-offs while juggling customer data across five different screens. That's why pairing ApproveThis with Customer Fields via Zapier isn't just smart - it's borderline criminal that more teams aren't doing this yet.

Customer Fields gives Shopify stores surgical control over customer profiles. ApproveThis brings order to approval chaos. Together? You get automated workflows where customer data updates trigger approvals, approvals unlock actions, and everything stays synced without your team playing middleman.

What This Combo Does That Solo Tools Can't

Customer Fields alone handles data collection. ApproveThis alone handles approvals. But when you Zap them together:

• New high-value customer submissions auto-create approval requests
• VIP profile changes require manager sign-off before updating
• Approved wholesale accounts instantly get custom pricing tiers

Real-world example: A $20M outdoor gear retailer reduced customer onboarding errors by 68% by requiring finance team approval on all new wholesale account applications collected through Customer Fields. Approvals happened directly in email - no logins required for external partners.

Four Ways This Integration Prints Time

1. Auto-Create Customers from Approved Requests

Scenario: Your sales team closes a new enterprise client. Instead of copying data between systems:

1. Sales submits request in ApproveThis with deal terms
2. Legal/Finance approve via email in <48 hrs
3. Zapier auto-creates Customer Fields profile with approved pricing

Who this helps: B2B teams managing custom contracts. No more "Oops we onboarded them before legal approved the terms" disasters.

2. Trigger Approvals from Form Submissions

When a customer submits a custom product request form:

1. Form data hits Customer Fields
2. Zapier pings ApproveThis to create approval task
3. Production team approves/denies feasibility within SLA

Real impact: A cosmetics company reduced custom order response time from 5 days to 11 hours using this exact flow.

3. Track Approvals Against Customer Lifecycles

New enterprise customer created? Auto-generate approval tasks for:

• Account manager assignment
• Custom SLA documentation
• CRM flagging for exec oversight

Pro tip: Use ApproveThis' calculated fields to auto-approve repeat customers below $50k order history while flagging new big fish for manual review.

4. Guardrail Critical Profile Changes

When a sales rep tries changing a customer's:

1. Credit terms
2. Tax exemptions
3. VIP status

...Zapier forces an approval chain before Customer Fields updates the profile. No more rogue discounts or "accidental" tax exemptions.

Setting This Up Without Losing Your Mind

Total setup time: 23 minutes if you focus. Here's how:

1. Connect the apps in Zapier - Zapier handles the heavy lifting
2. Pick your trigger: New Customer Fields entry? Updated profile? Form submission?
3. Build approval logic in ApproveThis: Set thresholds, approvers, escalation rules
4. Test with real data: Try approving/denying requests to see Customer Fields updates

Critical note: Use ApproveThis' calculated fields to auto-approve routine updates while flagging exceptions. Example: Auto-approve address changes but require manual approval for tax code overrides.

Who Gets Superpowers from This Integration?

Sales Teams

Stop losing deals to slow legal reviews. Configure ApproveThis to:

1. Auto-route contracts based on deal size
2. Escalate stuck approvals after 24hrs
3. Push approved terms to Customer Fields for instant onboarding

Customer Success

Implement approval gates before:

1. Applying custom discounts
2. Extending payment terms
3. Granting VIP support access

All tied to Customer Fields' segmentation data.

Finance Teams

Require dual approval on:

1. New accounts with >$100k credit
2. Tax exemption requests
3. Custom invoicing terms

With audit trails showing who approved what and when.

Why This Isn't Just Another Integration

Most app pairings just move data. This combo actually changes decision velocity. Customer Fields gives context, ApproveThis provides control. Together, they let you:

1. Automate routine approvals (80% of volume)
2. Focus human eyes on exceptions (the 20% that matter)
3. Keep customer data pristine across systems

Bonus perk: Approvers don't need Customer Fields licenses. External partners can approve/deny via email while your team keeps full visibility.

Ready to Stop Being a Human Router?

If you're still manually approving customer data changes or letting profile updates happen without oversight, you're leaving both speed and compliance on the table.

Get ApproveThis, connect it to Customer Fields via Zapier, and start approving like it's 2024 instead of 1994.

Or book a 15-minute demo and we'll show you exactly how a 500-person apparel company slashed their customer onboarding errors by 73% using these two tools. Your choice - but maybe don't choose "keep doing it the slow way."