ApproveThis manages your Sphere Integration approvals.

Why Approval Automation Matters for Sphere Users

Sphere transforms how teams manage complex transactions and relationships, but even the best contact managers hit roadblocks when decisions pile up. ApproveThis completes the picture by adding structured approval workflows to Sphere's organizational capabilities. Together, they solve a critical problem: keeping deals and processes moving forward when multiple stakeholders need to sign off.

Consider how real estate teams using Sphere track 50+ transaction details per property. Without automated approvals, getting signatures on inspection reports or repair budgets means manually chasing agents and clients through email. Marketing agencies managing vendor contracts in Sphere waste days waiting for legal reviews. This integration brings decision-making into the workflow - not as an interruption, but as a natural next step.

Core Integration Benefits

When connected via Zapier, ApproveThis becomes Sphere's decision-making engine:

Automatic Stakeholder Alignment

New Sphere contacts trigger approval requests in ApproveThis, ensuring the right people review documents or budgets from day one. Approval thresholds automatically escalate high-value requests, while vacation routing prevents delays.

Transaction-Centric Approvals

Link specific Sphere transactions to multi-step approval chains. A property closing package in Sphere might require sequential sign-offs from the listing agent, managing broker, and title company - all tracked within the transaction record.

License-Free External Collaboration

ApproveThis approvers only need email access, making it ideal for Sphere teams working with clients or contractors. A real estate attorney can review settlement statements without needing Sphere login credentials.

Real-World Use Cases

1. Transaction Accelerator for Real Estate Teams

Brokerages using Sphere gain a competitive edge by connecting property transaction checklists to approval workflows. When agents add a new inspection report in Sphere:

• ApproveThis automatically routes it to the client and preferred contractor
• Approval thresholds auto-approve repairs under $500
• Calculated fields adjust contingency budgets in real time

Broker-owner Sarah Chen reports closing deals 11 days faster by eliminating back-and-forth emails: "Our Sphere transaction plans now drive the approval process, not the other way around."

2. Client Onboarding Engine for Professional Services

Law firms and agencies using Sphere to track client relationships automate intake approvals:

• New Sphere contacts trigger conflict check approvals
• Engagement letters route to partners based on practice area
• Approved matters auto-populate Sphere task templates

This ensures compliance while letting teams activate new clients in hours instead of days.

Implementation Guide

Connecting ApproveThis and Sphere takes 15 minutes through Zapier:

Step 1: Map Your Decision Points

Identify Sphere triggers that need approvals:

- New high-value contacts (executives/VIP clients)
- Transaction status changes (pending to active)
- Deadline-driven items (contract expirations)

Step 2: Configure Approval Logic

In ApproveThis, build workflows that reflect your Sphere processes:

- Add conditional branches for different transaction types
- Set approval thresholds matching your authority levels
- Enable email fallbacks for external approvers

Step 3: Connect Through Zapier

Create Zaps that:

1. Start with Sphere triggers (new contacts, transaction updates)
2. Pass key data to ApproveThis workflows
3. Update Sphere records with approval outcomes

Use ApproveThis' Zapier actions to create requests and track decisions directly within Sphere activity logs.

Team-Specific Benefits

Operations Teams

Automate vendor contract approvals tied to Sphere supplier records. Procurement lead times drop 40% when new vendor requests in Sphere automatically route through compliance checks and budget approvals.

Sales Organizations

Connect Sphere opportunity records to discount approval workflows. Sales reps maintain negotiation velocity while enforcing margin protection through automated approval chains.

Legal Departments

Transform Sphere matter records into approval hubs. New case intake in Sphere triggers conflict checks, engagement letter approvals, and billing rate confirmations - all with full audit trails.

Advanced Configuration Tips

Maximize ROI with these pro strategies:

Dynamic Approval Routing

Use Sphere contact tags to determine approvers. A "VIP" tag in Sphere could route contracts to executive staff, while "Vendor" tags engage legal teams.

Approval-Triggered Actions

Connect approved requests back to Sphere:

- Auto-create tasks when budgets get approved
- Update transaction stages after sign-offs
- Trigger payment workflows in connected accounting systems

Conditional Field Mapping

Pass Sphere custom fields to control approval logic. A "Deal Size" number field could determine whether requests route to regional or corporate approvers.

Getting Started

ApproveThis offers a 14-day free trial with prebuilt Sphere templates. Teams typically see ROI within 30 days through:

- 60% faster approval cycles
- 75% reduction in follow-up emails
- Full audit trails for compliance reviews

To implement:

1. Create your ApproveThis account
2. Connect to Sphere via Zapier
3. Clone our prebuilt real estate or professional services templates

Schedule a custom demo to see transaction-specific approval workflows in action. Our team will map your Sphere processes to automated approval logic that keeps deals moving forward.