ApproveThis manages your SmartMatchApp Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: If your job involves connecting people with opportunities (memberships, partnerships, jobs), you’re stuck between two nightmares. SmartMatchApp keeps your client/member data organized, while ApproveThis handles getting decisions made without endless Slack threads. But when they’re not talking to each other? You’re manually copy-pasting client details into approval requests or worse – chasing down execs to sign off on changes they didn’t even know happened.

Connect them through Zapier, and suddenly:

• New matches in SmartMatchApp auto-trigger approval requests (no more “I forgot to notify legal”)
• Approved partnerships in ApproveThis auto-update client records (goodbye, duplicate data entry)

This isn’t about saving a few minutes. It’s about not missing a $50K client match because someone in accounting didn’t approve the membership tier upgrade in time.

Who Actually Cares About This Integration?

If you’re thinking “this sounds niche,” you’re half-right. This combo is a secret weapon for specific teams:

Professional Networks & Membership Orgs

Every new premium member referral needs sign-off from finance and legal. Connect SmartMatchApp to ApproveThis, and when a high-value match is detected, route it through multi-level approvals before the client gets auto-added to your CRM. Bonus: Use ApproveThis’ calculated fields to auto-approve matches under $10K, but escalate bigger fish to the CFO.

Event/Conference Organizers

Speaker placements, sponsor matching, VIP invitations – all require cross-team vetting. SmartMatchApp suggests the matches, ApproveThis forces stakeholders to actually decide. And since approvers can OK things via email? Good luck getting that AV vendor to log into your CRM.

HR/Recruitment Agencies

Client wants to fast-track a candidate? SmartMatchApp flags the match, ApproveThis routes it through compliance checks. If the hiring manager’s OOO, vacation delegation automatically pings their backup. No license needed for the client’s HR rep to approve – they just reply to an email.

Two Ways This Integration Actually Works (No Fluff)

1. When SmartMatchApp Finds a Match, ApproveThis Forces Someone to Own It

Problem: Your “perfect matches” sit in CRM purgatory because nobody takes responsibility for greenlighting them.

Fix: Zapier watches for new/updated client records in SmartMatchApp. When a high-priority match is detected (e.g., platinum member referral, job candidate meeting all keywords), ApproveThis fires off a tailored approval request:

• Sales lead approves commission split
• Legal confirms contract terms
• Ops checks resource availability

Approvers get an email – they click approve/reject without logging into anything. Once everyone’s on board, SmartMatchApp auto-updates the client status from “potential” to “active.”

2. When ApproveThis Gets a Yes, SmartMatchApp Stops Wasting Your Time

Problem: Approved matches get stuck in email threads instead of moving into your workflow.

Fix: Approval comes through in ApproveThis? Zapier pushes key data back to SmartMatchApp:

• Tags the client record with approval dates/stakeholders
• Updates membership tiers based on approved budget
• Triggers next steps (e.g., sends welcome email through your CRM)

Example: A university’s alumni team approves a mentor-mentee match. SmartMatchApp automatically assigns both parties to the “2024 mentorship program” group and triggers onboarding sequences.

Setting This Up Without Losing Your Mind

Step 1: Create a Zapier account if you don’t have one (free tier works for testing).

Step 2: In Zapier, choose SmartMatchApp as your trigger app. Select events like “New Client Added” or “Client Status Changed.”

Step 3: Set ApproveThis as your action app. Map SmartMatchApp fields to your approval template – client name, match score, revenue potential, whatever matters.

Pro Tip: Use ApproveThis’ conditional logic. Example: Matches under $5K auto-approve, $5K-$25K need manager approval, $25K+ go to the exec team. No coding – just dropdowns.

Why This Isn’t Just Another “Integration”

Most CRM-approval tool combos just shuffle data. Here’s where ApproveThis bends the rules:

Approvals That Understand Money (Not Just Checklists)

SmartMatchApp tracks client value. ApproveThis uses that data to enforce approval thresholds. Example: A recruiting agency can auto-approve candidate placements under $80K salary, but require CEO sign-off on C-suite roles. The dollar amount lives in SmartMatchApp; the logic lives in ApproveThis.

Approvers Who Don’t Ghost You (Thanks to Email)

Your board member isn’t logging into SmartMatchApp to approve a partnership. ApproveThis sends them a direct email with approve/reject links. They click. Done. Audit trail stays intact.

Client Updates That Don’t Require a PhD in Your CRM

Approved a match in ApproveThis? Zapier pushes only the necessary fields back to SmartMatchApp. No overloading client records with internal approval jargon.

The Quiet Cost of Not Doing This

If you’re still manually handling match approvals, you’re not just slow – you’re risky:

• Compliance Holes: No record of who approved a high-stakes client match? That’s a lawsuit waiting to happen.
• Revenue Leaks: Missed approvals = delayed deals. A 2-day lag on 50 matches/month at $1K each? That’s $600K/year stuck in limbo.
• Team Grunt Work: Every hour your coordinator spends chasing approvals is an hour they’re not optimizing matches.

Real Talk: Will This Fix Everything?

No. If your match criteria are garbage, better approvals just break things faster. And if your team refuses to use SmartMatchApp, even Zapier can’t save you. But for teams already neck-deep in managing partnerships, memberships, or placements? This cuts the crap between “great match” and “approved match.”

ApproveThis doesn’t just route requests – it enforces rules. SmartMatchApp doesn’t just store data – it identifies opportunities. Together, they’re the bouncer and the matchmaker your process needs.

Cool. How Do I Start?

If you’re already using SmartMatchApp: Grab an ApproveThis trial, connect via Zapier, and set up one approval flow for your most annoying client match type. See how long it takes your team to wonder how they ever lived without it.

If you’re not using either? Book a demo. We’ll show how mid-sized teams automate approvals without becoming robots.