ApproveThis manages your ShareCRM approvals.

Let’s be real: approvals are where productivity goes to die. Between chasing down stakeholders, digging through CRM entries, and waiting on that one VP who’s always "on vacation," it’s a miracle anything gets signed off. That’s why pairing ApproveThis with ShareCRM isn’t just another integration – it’s a mutiny against bureaucratic sludge. Here’s how two platforms you already (kinda) love can actually make approvals suck less.

Why This Combo Works Like a Double Shot of Espresso

ApproveThis is the fixer for your approval bottlenecks. ShareCRM holds your customer data hostage. Together? They automate the handoffs that normally take days. Think: auto-creating approval requests when deals hit certain stages, instantly logging approved campaigns back into ShareCRM, or flagging sketchy leads before they waste your sales team’s time. No more "I thought YOU approved this?" chaos.

The Nerd Stuff (Made Painless)

Zapier acts as the bilingual middleman here. Trigger an approval in ApproveThe moment something changes in ShareCRM – new lead, updated campaign budget, whatever. Or, flip it: when ApproveThis gives the green light, Zapier can update ShareCRM records, notify the right people, or even kick off the next step in your process. It’s like teaching your CRM to actually do something useful.

Use Cases That Don’t Put People to Sleep

1. Killing Slow-Mo Ad Campaign Launches

Marketing teams: How many calendar days get burned waiting for legal to OK that new ad? Here’s the fix. When a new "Advertisement Generic" (marketing jargon alert) pops up in ShareCRM, Zapier auto-creates an ApproveThis request with all the details attached. Legal gets it in their inbox, clicks approve/deny, and ShareCRM updates instantly. No more version control nightmares or 3am "URGENT" Slack pings.

Who cares: Retail companies launching weekly promos, agencies juggling 10+ client approvals, any team where compliance isn’t optional. Bonus: Use ApproveThis’ calculated fields to auto-flag campaigns over budget before they even hit an approver’s desk.

2. Sales Leads That Don’t Ghost You

Sales ops folks – this one’s your jam. New lead in ShareCRM? Auto-trigger an approval to verify if it’s worth your A-team’s time. ApproveThis can route it based on lead score (high-value = manager approval, low = junior rep check). Approved leads get fast-tracked; garbage leads get dumped before they clog your pipeline.

Real-world win: A SaaS company used this to cut 65% of fake signups (looking at you, competitors). They set ApproveThis thresholds to auto-approve leads under $5k, but escalate bigger deals. Sales stopped wasting hours on tire-kickers.

3. Marketing Events That Actually Happen

Ever approve a trade show budget, then realize ops didn’t book the booth? Brutal. Here’s the hack: When an ApproveThis request gets approved (say, for a $50k conference), Zapier auto-creates a Marketing Event in ShareCRM. Now, the event’s tied to the approval paper trail. No more "lost" budgets or rogue spending.

Pro tip: Add ApproveThis’ vacation delegation so approvals never stall when Karen from accounting is off-grid. The system auto-reassigns, and ShareCRM stays updated. Crisis averted.

Setup That Won’t Make You Hate Tech

If you can order DoorDash, you can do this:

1. Connect the bots: Zapier links ApproveThis and ShareCRM (like digital Legos).
2. Pick your trigger: "New thing in ShareCRM" or "Approval decided in ApproveThis."
3. Map the boring fields: Lead ID → Approval request details, budget amount → calculated field, etc.
4. Test with a real request: Because nobody trusts tech until it works once.

Total time? 15 minutes if you’re slow. Cheaper than another "efficiency consultant" meeting.

Why Your Teams Will Stop Complaining (For Once)

Sales Ops:

They’ll kiss you for auto-approving routine deals. Use approval thresholds to let small discounts (<5%) auto-approve, but ping the VP for bigger asks. CRM stays clean, reps stay happy.

Marketing:

No more herding agencies and execs for campaign sign-offs. Approval groups in ApproveThis mean legal + compliance + CMO get requests in parallel. First to deny kills it; all must approve gives consensus. Your choice.

Finance:

They’ll finally trust marketing’s budgets. Every approved request in ShareCRM has a full audit trail. Plus, conditional logic can auto-deny anything that breaks fiscal policy. Micromanagement optional.

The Fine Print That Actually Matters

Licensing win: Approvers don’t need a ShareCRM login. Perfect for clients, contractors, or that board member who still uses AOL. They get email approvals; you get compliance without buying 50 extra CRM seats.

Security stuff: ApproveThis uses encryption because duh. Role-based access means interns can’t approve $1M deals (unless you want them to).

Bottom Line: This Isn’t Magic, It’s Just Less Dumb

ApproveThis + ShareCRM won’t make your coffee or do your taxes. But it will shave days off approvals, cut the pointless meetings, and maybe – just maybe – let people focus on actual work. If your CRM is where data goes to die, this integration is the defibrillator.

Next step: Book a 12-minute demo (we’ll time it) or start a free trial. Worst case? You’ll finally have proof that Bob from accounting is the approval bottleneck.