ApproveThis manages your Solve CRM Integration approvals.

When Approval Management Meets CRM Muscle

Let's be real: approvals suck. They're the traffic jam in your workflow highway. Now imagine your CRM could automatically kick off approval processes exactly when needed, without anyone chasing down signatures in Slack. That's what happens when you connect ApproveThis and Solve CRM through Zapier.

Solve CRM handles your contacts, projects, and deals. ApproveThis handles the "can we actually do this?" decisions. Together, they turn bureaucratic bottlenecks into automated handoffs. We're talking about scenarios like:

• Auto-creating vendor approval workflows when new supplier contacts hit your CRM
• Requiring deal desk sign-off before high-risk opportunities get added to the pipeline

Here's the kicker: ApproveThis approvers don't need Solve CRM licenses. Perfect for when you need sign-off from external partners or execs who shouldn't have full CRM access.

Three Ways This Combo Actually Works in the Wild

1. No More Rogue Contact Creation

The Problem: New client gets added to Solve CRM → Account manager promises the moon → Legal team has a panic attack.

The Fix: Zapier triggers an ApproveThis workflow every time someone creates a Solve CRM contact. Legal, security, or compliance teams get automated email approvals with all contact details embedded. No approval? The contact stays in limbo.

Who Cares: Marketing agencies dealing with client NDAs. Try explaining to your CFO why you onboarded a competitor's subsidiary without vetting.

2. Company Onboarding That Doesn't Require a PhD in Follow-Ups

The Scenario: Sales rep identifies a new enterprise lead. Normally, this means:

1. Add company to Solve CRM
2. Email compliance team
3. Chase compliance team for 3 days
4. Finally get approval to engage

The Automation: Reverse the process. Rep initiates an ApproveThis request first. Only when approved does Zapier auto-create the company record in Solve CRM. Bonus points: Auto-attach the approval decision to the CRM record for audit trails.

3. Approval-Driven Contact Management

Here's where it gets clever. Let's say your procurement team needs VP sign-off before engaging new suppliers. Set up ApproveThis to trigger a Solve CRM contact creation only after approval. Now your CRM stays clean, and suppliers only get added once they're legit.

Real-world impact: A manufacturing client reduced duplicate vendor entries by 40% using this exact flow.

Setting This Up Without Losing Your Mind

Zapier's the glue here. You'll need:

1. An ApproveThis account (obviously)
2. A Solve CRM login
3. 15 minutes (seriously, it's that simple)

Basic flow:

1. In Zapier, choose Solve CRM as trigger (like "New Contact")
2. Set ApproveThis as action ("Create Request")
3. Map CRM fields to approval form fields
4. Test with a $5K dummy deal to feel like a hacker

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk requests. Example: If Solve CRM contact has "Enterprise" tag, require CRO approval automatically.

Why Your Teams Will Actually Like This

Sales Ops:

Deal desk approvals happen in hours, not days. Approval thresholds mean small deals auto-approve, big ones get routed correctly. Real-time tracking kills "Did you approve that?" emails.

Procurement:

Vendor requests from Solve CRM contacts auto-populate all needed docs. Vacation delegation prevents holiday approval gridlock.

Finance:

Invoice approvals tied directly to Solve CRM project records. Conditional logic routes based on amount and project stage. Audit trails that don't require digging through 12 tools.

IT:

New software requests from Solve CRM tickets get approval workflows with auto-escalation. No more random SaaS purchases.

But Wait, There's Actual Substance

This isn't just "connect two apps and magic happens." The real value is in ApproveThis features that Solve CRM lacks:

Approval Thresholds: Auto-approve small expenses from Solve CRM projects, escalate big ones. No manual sorting.

Consensus vs. Sequential Approvals: Need 3/5 team leads to approve a Solve CRM campaign request? Done. Need strict CFO → CMO → CEO order? Also done.

Mobile-Friendly Approvals: Solve CRM's mobile experience meets ApproveThis' one-click email approvals. Field teams stay unblocked.

The Bottom Line for Grown-Up Companies

If you're between 50-5000 employees, you've got enough process to need structure but enough scale that manual approvals kill velocity. This integration answers two questions:

1. "How do we stop being reckless?"
2. "How do we stop being slow?"

It's not about adding bureaucracy. It's about encoding your best decision-making into workflows that actually get followed. With the added benefit of not having to buy Solve CRM seats for every external approver.

Either keep doing approval hunts across Slack/email/CRM notes, or make the systems talk so your people don't have to.

Okay, What Now?

If you've read this far, you've either fallen asleep or actually need this. For the awake ones:

1. Get an ApproveThis account (free trial, no CC required)
2. See pre-built Solve CRM zap templates
3. Stop CC'ing entire departments on approval emails

Or book a 15-minute demo if you want to see how a construction company automated $2M/month in equipment approvals using this exact setup. Your choice.