How ApproveThis and Wintouch Work Better Together

When you combine ApproveThis's approval automation with Wintouch's CRM capabilities through Zapier, you create a system where data management meets decision-making efficiency. This integration bridges the gap between operational record-keeping and structured approvals – two critical components for scaling businesses. Let's explore how this partnership drives tangible results across departments while maintaining compliance and reducing bottlenecks.

Why This Integration Matters

Wintouch centralizes customer data and operational records, while ApproveThis adds guardrails to ensure every critical decision follows proper protocols. Together, they create an audit-ready system that automatically:

• Converts CRM entries into approval workflows
• Updates records based on approval outcomes
• Enforces compliance without manual follow-ups

Marketing agencies, for example, could automate client campaign approvals directly from Wintouch opportunity records. Sales teams gain instant visibility into which proposals are approved for submission. The integration works bi-directionally – approvals can trigger CRM updates, and CRM changes can initiate review processes.

Key Integration Use Cases

Let's break down four practical ways businesses are using this integration:

1. Auto-Create Approvals for New CRM Entries

When a sales rep creates a new opportunity in Wintouch, ApproveThis automatically generates an approval request via Zapier. A manufacturing company uses this to validate custom order feasibility before sales commits to timelines. The approval chain includes production leads who check capacity using ApproveThis's calculated fields feature to assess impact on existing orders.

2. Sync Approval Decisions to CRM Records

Once legal approves a contract exception in ApproveThis, Zapier updates the corresponding Wintouch opportunity record. A SaaS company implemented this to track which enterprise deals required special terms approval, using custom fields to document the exception rationale directly in the CRM.

3. Validate Record Deletions

When a user deletes any Wintouch record, ApproveThis requires manager approval first. A financial services firm uses this to meet FINRA compliance requirements, ensuring no client record is permanently deleted without proper authorization and audit trail.

4. Two-Way Compliance Checks

A healthcare equipment supplier syncs Wintouch order records with ApproveThis to automatically check if the sales rep has completed compliance training before processing orders over $10K. If not, ApproveThis routes the request to a manager using conditional thresholds while keeping the CRM record in "pending" status.

Department-Specific Benefits

Sales Teams

Reduce quote turnaround time by 40% with automatic approval routing based on deal size. When reps enter opportunities in Wintouch, ApproveThis:

• Auto-escalates deals over $50K to regional directors
• Checks inventory availability using calculated fields
• Sends email approvals to external partners via whitelabel portals

Marketing Operations

Accelerate campaign launches by linking Wintouch project records to approval workflows. A retail company cut their promo approval cycle from 5 days to 12 hours by:

1. Creating Wintouch records for each marketing initiative
2. Auto-generating ApproveThis requests with embedded budget calculations
3. Routing approvals to legal, finance, and brand teams in sequence

Customer Success

Automate contract amendment approvals while keeping Wintouch records updated in real time. When CSMs modify renewal terms:

1. ApproveThis triggers a compliance review
2. Upon approval, Zapier updates the Wintouch contract record
3. The CRM automatically notifies accounting to adjust billing

Implementation Guide

Setting up the integration takes under 30 minutes:

1. Connect Accounts: In Zapier, authenticate both ApproveThis and Wintouch
2. Choose Trigger: Select a Wintouch event (new record, update, deletion)
3. Map Fields: Link CRM data to ApproveThis request templates
4. Set Conditions: Use ApproveThis's thresholds to auto-approve low-risk items
5. Test Workflow: Create test records to validate end-to-end flow

Pro Tip

Use ApproveThis's calculated fields to auto-determine approval paths based on Wintouch data. For instance, discount percentage multiplied by deal size could trigger different approval chains without manual intervention.

Cost-Saving Advantage

Unlike native CRM approval modules, this integration lets external partners approve requests via email without needing Wintouch licenses. A construction firm saved $18K/year by allowing client project managers to approve change orders directly through ApproveThis instead of provisioning CRM access.

Real-World Impact

A logistics company reduced invoice approval delays by 67% after integrating Wintouch shipment records with ApproveThis. The system now:

1. Pulls cargo value and client terms from Wintouch
2. Routes approvals based on destination country compliance rules
3. Updates CRM payment status upon approval

Maintenance Best Practices

Keep your integration running smoothly by:

• Reviewing Zapier task history weekly
• Updating field mappings when adding new Wintouch custom fields
• Using ApproveThis's vacation delegation to prevent workflow stalls

When to Consider Custom Development

While Zapier handles most use cases, enterprises with complex requirements might explore:

1. Bulk approval templates for mass CRM updates
2. Custom webhooks for real-time sync beyond Zapier's polling intervals
3. Advanced calculated fields combining multiple CRM data points

Getting Started

To implement these workflows:

1. Create your ApproveThis account
2. Connect to Wintouch via Zapier using pre-built templates
3. Configure your first approval chain in under 15 minutes

For complex implementations, schedule a custom demo showing how to combine Wintouch data with multi-level approvals, compliance checks, and auto-updating records.

Final Thoughts

Integrating ApproveThis with Wintouch isn't just about automating clicks – it's about creating accountability loops where CRM data drives decisions and approvals update records automatically. Whether you're ensuring sales proposals meet margin thresholds or validating marketing spend against quarterly budgets, this combination turns your CRM into an active control center rather than a passive database.