ApproveThis manages your QlickCRM Integration approvals.

When Your CRM Finally Gets a Brain for Approvals

Let's be real – CRMs are great at tracking contacts, but when it comes to getting actual decisions made? Not so much. That's where slapping ApproveThis onto QlickCRM turns your customer data into action. We're talking about automating the "Hey, can someone sign off on this?" dance that bogs down teams from manufacturing to marketing agencies.

What Happens When Approval Logic Meets CRM Data

QlickCRM knows your partners, events, and sales pipelines. ApproveThis knows who needs to approve what, when, and how urgently. Connect them through Zapier and suddenly:

• New partner requests auto-trigger compliance reviews before they hit your CRM
• Event budget changes require actual approval before the open bar gets booked

The kicker? Approvers don't need QlickCRM logins. Perfect for getting quick sign-offs from external partners or execs who can't be bothered to learn another system.

Real Companies Actually Using This Combo

Not just theory. Here's how different teams are making this work:

1. Marketing Agencies: Client Onboarding That Doesn't Suck

When QlickCRM gets a new client contact, ApproveThis automatically:

• Routes NDAs to legal via email (they live in Outlook anyway)
• Pings the account lead for budget approval
• Auto-creates project docs once all boxes are checked

No more clients asking "Where are we on the contract?" because the system chases approvers, not people.

2. Manufacturers: Procurement Without the Paper Trail

Supplier updates in QlickCRM trigger:

1. Three-way match approvals (purchase req + invoice + delivery)

2. Automatic escalation to CFO if order exceeds $25k

3. PO generation only after all approvals are locked in

AP teams report cutting invoice errors by 60% just by removing manual handoffs.

3. Event Planners: No More "Who Approved That?!"

Change a venue in QlickCRM? ApproveThis:

- Requires client + legal sign-off on new contracts

- Tracks approval deadlines against deposit due dates

- Updates both systems automatically when finalized

One user prevented a $50k overage by setting hard approval deadlines before vendor penalties kicked in.

Setting This Up Without IT Holding Your Hand

If you can use a toaster, you can connect these systems:

1. Create a Zapier account (free tier works)

2. Pick your QlickCRM trigger (new partner, updated event, etc.)

3. Map fields to an ApproveThis template (takes 5 minutes)

4. Test with a $0 budget request to see the flow

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing extra scrutiny. Example: If QlickCRM shows a partner in a high-risk region, require additional compliance checks.

Why This Isn't Just Another Integration

Most CRMs bolt on approval features like an afterthought. But when you connect QlickCRM to a system actually built for decision-making:

Sales teams close deals faster by embedding contract approvals directly in CRM records

Legal teams stop playing whack-a-mole with requests because everything's tracked against specific clients/events

Finance teams finally get audit trails that make sense during quarterly reviews

The Hidden Perks You'll Actually Care About

Beyond the obvious time saves:

Vacation coverage that works: ApproveThis auto-reassigns approvals when someone's OOO. No more "I was waiting on Bob!" excuses.

Approval CSI: See exactly where requests get stuck (looking at you, department that takes 4 days to approve anything)

Budget guardrails: Set thresholds so small expenses auto-approve while big ones get scrutiny. Perfect for distributed teams.

Who Shouldn't Bother With This Integration?

If your approval process is "Shoot a Slack message and hope for the best," keep doing you. But companies scaling past 50 employees where decisions have real financial impact? This combo turns your CRM from a passive database into an actual workflow engine.

How to Not Screw This Up

Common mistakes we've seen:

- Overcomplicating workflows: Start with 1-2 critical approval types (contracts > $X, new partners)

- Ignoring conditional logic: Use ApproveThis' rules to auto-approve routine requests

- Forgetting the human factor: Some approvals need context – configure email summaries with key CRM data

Bottom Line

QlickCRM keeps your customer data organized. ApproveThis keeps decisions from getting stuck in purgatory. Together? They're the tag team that lets companies between 50-5k employees actually scale processes without adding bureaucracy.

Next steps:

- Grab an ApproveThis trial (takes 2 minutes)

- Book a 15-minute demo to see live CRM integrations

- Or just keep forwarding approval emails manually – we don't judge