
ApproveThis manages your Outpost CRM Integration approvals.
April 17, 2025
Integration Category: Crm
When Your CRM Actually Talks to Your Approval System
Let’s be real: most CRMs are glorified contact databases. Outpost CRM tries harder with its AI muscle, but here’s the kicker – it doesn’t know how to get your team to actually decide on anything. That’s where ApproveThis comes in. Connect them via Zapier, and suddenly your “smart” CRM learns how to handle the messiest part of any business: getting people to sign off on stuff.
Why This Combo Doesn’t Suck
Outpost tracks deals and customers. ApproveThis chases down approvals. Together, they automate the handoff between “we should do this” and “we’re doing this.” No more:
- Sales closing deals that finance didn’t greenlight
- New contacts rotting in CRM purgatory waiting for compliance checks
Bonus: ApproveThis approvers don’t need Outpost licenses. Perfect for dragging external partners or execs into the process without buying more CRM seats they’ll never use.
Real Uses for People Who Hate Meetings
When Sales Closes a Deal (Finally)
The Problem: Your sales team high-fives over a closed deal… then finance emails 3 days later asking why margins are terrible.
The Fix: Zapier auto-creates an ApproveThis request when Outpost marks a deal closed. Triggers a profitability review before popping champagne. Works for:
- MSPs approving client discounts
- SaaS companies vetting custom contract terms
New Contacts That Aren’t Time Wasters
The Problem: Sales reps add every LinkedIn connection to Outpost, cluttering your CRM with randos.
The Fix: New Outpost contacts trigger ApproveThis checks. Legal approves vendors, compliance OKs high-risk clients. Example: A healthcare tech company auto-flagging contacts from unverified domains for review.
Emails That Actually Get Answered
The Problem: Critical client emails land in Outpost… and get buried in someone’s inbox.
The Fix: Zapier detects key emails (like “contract termination” or “urgent request”) in Outpost, routes them as ApproveThis requests. Forces assigned teams to respond or escalate within SLA. Used by:
- Logistics firms handling delivery exceptions
- Agencies managing client change requests
Setup That Doesn’t Require IT
1. Zapier account (free tier works)
2. Connect Outpost CRM and ApproveThis as apps in Zapier
3. Pick a trigger (like “Deal Closed” in Outpost)
4. Choose action (“Create Request” in ApproveThis)
5. Map Outpost fields to ApproveThis template (deal value → approval threshold, contact info → approver group)
Pro Tip: Use ApproveThis’ calculated fields to auto-route deals. Example: Deals under $10k auto-approve, over $50k need CFO sign-off.
Who Actually Benefits (Besides Your Sanity)
Sales Teams
Stop babysitting deal approvals. Configure Outpost to auto-trigger ApproveThis requests when pipeline stages change. Now they’re your manager’s problem.
Finance Departments
Outpost’s AI predicts deal outcomes? Cute. ApproveThis adds real teeth – block deals exceeding risk thresholds, require PO attachments, or auto-archive low-value requests.
Operations Managers
Sync Outpost’s contact timelines with ApproveThis’ audit trails. Prove compliance without spreadsheet hell. Bonus: Vacation delegation in ApproveThis stops contacts from stalling when approvers are OOO.
But Wait, There’s Less…
ApproveThis isn’t just a “yes/no” button. When connected to Outpost:
- Approval thresholds auto-approve small stuff (NDAs under $500) but escalate big asks (custom dev work)
- Conditional logic skips layers – legal only sees contracts, procurement handles vendor terms
- Real-time dashboards show which Outpost deals/contacts are stuck and why
No, This Isn’t “AI” – It’s Better
Outpost’s AI predicts deal risks. ApproveThis enforces actual guardrails. Example: When Outpost flags a low-margin deal, ApproveThis requires sales to attach a justification doc before routing to VP approval. Humans stay in the loop without micromanaging.
How to Not Screw This Up
Do:
- Start with one Zap (like deal approvals)
- Use ApproveThis’ email approvals for external partners
- Set escalation rules in ApproveThis for Outpost items going stale
Don’t:
- Build 20 approval steps because you can
- Let sales edit approval templates (trust us)
- Forget to sync Outpost contact fields with ApproveThis forms
Bottom Line: Approval Isn’t the Enemy
Outpost CRM keeps your pipeline moving. ApproveThis stops it from derailing. Together, they turn “we need to check with…” into a process that doesn’t make everyone want to quit.
Get ApproveThis (free trial, no credit card)
Or schedule a 10-minute demo to see the Outpost CRM integration live.
P.S. If your current approval process involves Slack pings and missed emails, you’re already late. Fix it.
Integrate with Outpost CRM 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.
Learn More
Best Approval Workflows for Outpost CRM
Suggested workflows (and their Zapier components) for Outpost CRM
Create approval requests for new closed deals
When a deal is closed on Outpost CRM, this integration creates an approval request in ApproveThis. It streamlines decision-making by initiating a review process immediately.
Zapier Components

Trigger
Deal Closed
Triggers when a deal is closed on Outpost.
Action
Create Request
Creates a new request, probably with input from previous steps.
Add contacts for new approval requests
When a new approval request is initiated in ApproveThis, this integration automatically adds a corresponding contact in Outpost CRM. It helps capture essential details during the review process effortlessly.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Add Contact
Add a new contact to your organization
Create approval requests for new contacts
When a new contact is added in Outpost CRM, this integration initiates an approval process in ApproveThis. It ensures that new contact entries undergo validation before being fully integrated into your system.
Zapier Components

Trigger
Contact Added
Triggers when a new contact is added to Outpost.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new emails from contacts
When Outpost CRM detects a new email from a contact, this integration creates an approval request in ApproveThis. It ensures that each received email is subject to a swift review process for enhanced decision-making.
Zapier Components

Trigger
Email From Contact
Triggers when one of your Outpost contacts sends you an email.
Action
Create Request
Creates a new request, probably with input from previous steps.
You'll ❤️ these other ApproveThis integrations
-
Anywhere
Published: April 17, 2025Anywhere helps you organize your work, automate repetitive tasks, and helps you deliver your projects on time.
-
Tada - Email Pop ups Exit Game for Shopify
Published: April 17, 2025Tada is the highest converting Exit Intent, Spin the Wheel Discounts Popup for Shopify Stores.
-
Practice Better
Published: April 17, 2025Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!