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SignusCRM Integration

ApproveThis manages your SignusCRM Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Approval Processes Meet CRM Muscle

Let’s cut through the buzzwords: ApproveThis does one thing extremely well - it stops approval requests from getting lost in email threads or dying in Slack purgatory. SignusCRM? It’s where your sales team lives, tracking leads like over-caffeinated bloodhounds. Together? They fix the “why hasn’t this deal closed yet?” mystery by connecting decision-making directly to customer actions.

Why This Integration Doesn’t Suck

Most CRM-approval tool combos just shuffle data between systems. Ours actually makes people’s jobs easier. Here’s why mid-sized companies care:

  • No more license juggling: Your client’s CMO can approve that $50K contract without needing a SignusCRM login (they’ll still need yours, obviously)
  • Sales doesn’t get amnesia: Approved discounts automatically become CRM notes so reps stop giving unauthorized deals

Real Sh*t You Can Automate Today

Use Case 1: Webhook Approvals That Don’t Waste Engineering Time

Marketing teams love setting up fancy automations. Devs love not getting paged at 2AM. Our integration lets non-technical teams review new webhook triggers through ApproveThis before they hit production. Example: A SaaS company auto-pauses new HubSpot integrations until compliance signs off - no code required.

Use Case 2: Turning Approvals Into Sales Ammo

When legal finally approves that custom contract, SignusCRM automatically creates a lead for follow-up. Actual result we’ve seen: A 14% faster deal cycle for a medical device company because sales knew exactly when approvals landed.

Setup That Won’t Make You Want to Quit

1. Connect both apps in Zapier (takes 3 minutes - seriously, it’s easier than your last team-building exercise)
2. Pick your trigger: New SignusCRM webhook event → ApproveThis review
3. Map critical fields: Webhook type → Approval category, Initiator → Department
4. Activate and stop micromanaging

Who Actually Benefits (Besides Your Sanity)

Sales Teams: Stop Chasing Paper

When ApproveThis greenlights a custom pricing request, SignusCRM auto-generates:
- Contract version with approved terms
- Follow-up task for the account exec
- Audit trail for finance
Real-world impact: One logistics company cut their quote-to-close time from 11 days to 3.

Marketing: Kill Bottlenecks, Not Creativity

New campaign needs legal review? Set up conditional approval chains where:
- Budgets under $5K auto-approve
- Over $5K requires CMO + compliance
- All approvals sync to SignusCRM as campaign milestones

Operations: Procurement Without the Headaches

Vendor onboarding that actually works:
1. New supplier request in SignusCRM triggers ApproveThis workflow
2. Risk team reviews via email (they live in Outlook anyway)
3. Approved vendors get auto-added to purchasing system
Bonus: Calculated fields automatically flag high-risk countries for extra scrutiny.

Features You’ll Use More Than Your Standing Desk

While building this integration, we kept finding ways to make it actually useful:
- Vacation coverage that works: Approver OOO? Delegates get auto-assigned without breaking the CRM sync
- Thresholds for the win: Auto-approve discounts under 10%, escalate bigger deals to execs
- Real-time tracking: See approval status directly in SignusCRM lead records (no more switching tabs)

Why This Beats Building In-House

A manufacturing client tried coding their own solution. After 6 months and $80K, they discovered:
- External partners refused to use their janky portal
- CRM syncs broke during every update
- Zero audit trails for compliance
Our integration cost them $49/month. Moral of the story: Stop reinventing wheels that roll better elsewhere.

Getting Started Without the BS

1. Grab an ApproveThis trial (no credit card needed)
2. Connect to SignusCRM via Zapier (we’ve got pre-built templates)
3. Set up your first workflow in under 10 minutes
Pro tip: Start with discount approvals → CRM updates before tackling complex chains.

The Bottom Line (Because Time is Money)

Companies between 200-2000 employees see the fastest ROI because:
- Enough complexity to need structure
- Small enough to move quickly
- Smart enough to avoid enterprise software traps
If your approval processes still depend on forwarded emails and “per my last Slack” messages, you’re literally burning cash. Not being dramatic - we’ve seen the P&L impact.

Next step: Book a 15-minute demo where we’ll show:
- Live integration with YOUR SignusCRM instance
- How approval thresholds work for your pricing model
- Real cost savings calculations (bring your last month’s deal data)

🥳

Integrate with SignusCRM 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.

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Best Approval Workflows for SignusCRM

Suggested workflows (and their Zapier components) for SignusCRM

Create approval requests for new webhook events

Whenever SignusCRM provides a new list of webhooks, an approval request is automatically created in ApproveThis to evaluate incoming events. This integration helps streamline the review process and ensures that each webhook event is vetted before further processing. *Note: Ensure proper mapping of webhook details to the request fields in ApproveThis.*

Zapier Components

SignusCRM Logo

Trigger

Webhook

List of all webhook from account

Action

Create Request

Creates a new request, probably with input from previous steps.

Create leads for new approval requests

When a new approval request is received in ApproveThis, a corresponding lead is automatically created in SignusCRM to capture potential business opportunities. This automation ensures that critical approval events directly contribute to sales follow-ups. *Note: Verify that lead fields in SignusCRM are configured to receive data from the approval workflow.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SignusCRM Logo

Action

Create Lead

Creates a new lead