ApproveThis manages your Zavitac Integration approvals.

When Approval Management Meets Deal Execution

Business moves fast – but bottlenecks move faster. While Zavitac CRM helps teams manage deals and customer relationships with precision, ApproveThis removes friction from the decision-making processes that keep those deals moving forward. Together, they create a closed-loop system where approvals become strategic accelerators rather than administrative chores.

This integration isn’t about connecting tools – it’s about connecting intent to action. Sales teams get structured governance without spreadsheet chaos. Finance maintains control without becoming a roadblock. Clients and external partners participate seamlessly without logins or training. Let’s explore what happens when approval workflows operate in lockstep with deal execution.

Core Capabilities: Complementary Strengths

ApproveThis Brings Structure to Decisions

ApproveThis transforms ad-hoc approvals into auditable business processes. Its ability to handle conditional routing (think: auto-approve small expenses, escalate large deals) ensures decisions happen at the right level. Approval groups with consensus or sequential rules prevent decision paralysis. Real-time tracking eliminates status update meetings.

Zavitac CRM Excels at Deal Momentum

Zavitac’s strength lies in keeping deals and client interactions organized. Activity tracking, deal stage management, and team collaboration features ensure nothing falls through the cracks. But even the best CRM can’t resolve the “waiting for sign-off” limbo that kills deal velocity.

The Integration That Changes the Game

Connect these via Zapier, and you create decision points that act as guardrails, not gates. Example: A $50K deal in Zavitac triggers an ApproveThis workflow that routes to the CRO if discount exceeds 20%, otherwise auto-approves. Approved deals update in Zavitac with next steps; denied ones flag for revision. The result? Faster cycle times with better governance.

Real-World Workflows: Beyond Theory

Use Case 1: Deal Desk Automation

The Problem: Sales teams often bypass deal review processes to hit quotas, leading to margin erosion. Finance wastes time chasing approvals through Slack.

The Fix: New Zavitac deals over $25K automatically create ApproveThis requests with deal terms, discount rationale, and customer history. Conditional routing sends high-risk deals to RevOps, others to regional managers. Approved deals unlock special pricing in Zavitac; denied ones trigger a sales coaching task.

Who Benefits: Mid-market SaaS companies using deal desks to balance growth and profitability. Example: A cybersecurity firm reduced approval cycles from 72 hours to 4 hours while cutting discount overuse by 18%.

Use Case 2: Client-Driven Approvals

The Problem: Agencies lose billable hours chasing client sign-offs on deliverables buried in email threads.

The Fix: Completed project milestones in Zavitac trigger ApproveThis requests sent directly to client emails. Clients approve/reject with one click – no logins required. Approved requests auto-create Zavitac activities for invoicing; rejected ones generate revision tasks.

Who Benefits: Professional services firms with external stakeholders. Example: A marketing agency cut project delays by 40% and reduced “Where are we on this?” client calls by 65%.

Use Case 3: Procurement Governance

The Problem: Uncontrolled SaaS spending occurs when employees self-approve tool purchases via credit cards.

The Fix: Zavitac opportunities tagged as “Tech Purchase” create ApproveThis workflows requiring IT, Legal, and Finance sign-off. Approved requests generate Zavitac activities for vendor onboarding; denied ones trigger a curated software recommendation task.

Who Benefits: Scaling startups enforcing spend controls without stifling innovation. Example: A fintech company reduced shadow IT spending by $220K annually while accelerating approved tool deployments by 3 days on average.

Team-Specific Wins

Sales Leaders: Predictable Pipelines

Know exactly which deals await approval and why. Use ApproveThis’ calculated fields to auto-flag deals needing exception documentation. Sync approval SLAs to Zavitac deal stages for accurate forecasting.

Finance Teams: Audit-Ready Controls

ApproveThis provides an immutable record of who approved what deal terms and when. Approval thresholds ensure compliance without manual policy checks. Sync final contracts to Zavitac for a complete audit trail.

Ops Managers: Process Intelligence

ApproveThis’ dashboard reveals approval bottlenecks – are deals stuck at Legal? Do managers delay responses? Use this data to refine Zavitac playbooks. Update deal stages based on actual approval patterns, not guesses.

Implementation Made Simple

Start fast with these steps:

1. Map Critical Decision Points: Identify which Zavitac deals/activities need oversight – high-value, non-standard terms, compliance risks.
2. Build Approval Templates: In ApproveThis, create workflows with conditional logic (e.g., “Route to CFO only if contract value > $100K”).
3. Connect via Zapier: Set up triggers between Zavitac and ApproveThis. Most teams start with “New Deal → Create Approval Request” and “Approval Completed → Update Deal Status”.
4. Train Stakeholders: Approvers need only email access. Show sales teams how to check approval status within Zavitac activities.

Pro Tip: Use ApproveThis’ vacation delegation during planning to avoid holiday delays.

Why This Integration Outperforms Custom Builds

Many CRMs offer basic approval features, but they lack:

• External Participant Support: Clients/vendors shouldn’t need Zavitac logins. ApproveThis uses email approvals with branded templates.
• Advanced Logic: Most CRM approval tools can’t handle multi-tiered approvals with amount-based escalation.
• Cross-Platform Visibility: ApproveThis provides a single pane for all approvals – Zavitac deals, HubSpot contracts, Jira tasks.

Example: A manufacturing company replaced their Zavitac-Custom-Approval-System with this integration, cutting development costs by $35K/year and improving compliance audit scores.

Getting Started: Next Steps

This isn’t about adding another tool – it’s about unlocking the full value of your Zavitac CRM investment by removing decision latency. Here’s how to begin:

1. Register for ApproveThis: Start a free trial – no credit card needed.
2. Explore Pre-Built Zaps: Visit Zapier’s integration gallery for turnkey workflows.
3. Schedule a Use Case Review: Book a demo to map your unique approval scenarios.

Final Thought: In competitive markets, the speed and quality of decisions determine winners. By embedding structured approvals into your CRM workflows, you enable teams to move fast without breaking things – exactly what scaling businesses need.