ApproveThis manages your Outpost CRM approvals.

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.