ApproveThis manages your Zomentum Integration approvals.

When Sales Funnel Meets Approval Flow

Let's get real - MSPs aren't in the business of chasing down signatures. Between client onboarding, contract approvals, and procurement headaches, your team's time gets sucked into administrative black holes. That's where pairing Zomentum's sales pipeline muscle with ApproveThis' approval automation creates something actually useful.

Zomentum keeps your deals moving. ApproveThis keeps decisions from getting stuck. Connect them through Zapier, and you've just automated the bureaucratic sludge that makes sales engineers want to switch careers. We're talking real-time sync between client records and approval statuses, auto-escalation for stalled deals, and zero license headaches when external partners need to sign off.

Why This Combo Doesn't Suck

Most "integrations" are just API handshakes that look good on PowerPoint slides. This one does actual work:

For the Sales Team

New Zomentum client created? Auto-generate approval requests for legal review before sending contracts. Approvers get email alerts with one-click approve/reject - no logging into yet another system. If Karen from procurement is on vacation, requests auto-reroute to her backup. Deals close 23% faster (based on actual customer data, not our marketing team's imagination).

For Operations

Configure approval thresholds so small purchases auto-approve while big spends get CFO eyes. When Zomentum opportunities hit specific deal sizes, ApproveThis calculates commission tiers in real-time and routes for manager sign-off. No more spreadsheet ping-pong.

For Leadership

See every stalled deal in one dashboard. Approval bottlenecks light up like a Christmas tree - $50K deal stuck in legal review? Now you know before the client churns. Audit trails auto-generated for compliance without the paperwork migraine.

Use Cases That Don't Make You Want to Yawn

1. Client Onboarding That Doesn't Take 12 Emails

When your sales team creates a new client in Zomentum, ApproveThis automatically:

• Checks if the client requires security reviews
• Routes NDAs to legal via email (they don't need a Zomentum login)
• Updates the client's Zomentum profile with approval status

Real impact: A 45-person MSP cut onboarding time from 6 days to 8 hours by auto-triggering compliance checks for healthcare clients.

2. Contract Approvals That Don't Kill Momentum

When Zomentum proposals get client sign-off, ApproveThis:

• Flags contracts over $100K for CFO review
• Auto-attaches latest version from Zomentum
• Pushes approved contracts back to Zomentum as executed copies

No-BS benefit: One IT services provider reduced contract errors by 68% by eliminating manual document handoffs.

3. Procurement That Doesn't Require Mind Reading

When field techs request gear through Zomentum:

ApproveThis checks inventory levels, approves standard requests instantly, and only escalates unusual orders. Approval groups ensure regional managers approve local purchases while HQ handles big spends. Calculated fields auto-apply volume discounts before approval.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these systems:

1. Grab your Zomentum API key (their support team will help if you blink twice)
2. In ApproveThis, create a Zapier trigger for "New Request"
3. Map Zomentum fields to approval templates (client name → approver group, deal size → threshold rules)
4. Test with a fake client (name it "Voldemort Solutions" for fun)

Pro tip: Use ApproveThis' conditional logic to route different Zomentum deal types. Enterprise clients go through legal review, SMBs auto-approve with manager CC'd.

Why Your Team Won't Hate This

Sales: They stay in Zomentum. Approvals happen through email or Slack. No new logins.

Finance: Custom thresholds mean they only see what matters. Audit trails auto-generate for compliance.

Clients: External approvers get branded portals without access to your Zomentum data. Professional without the security risk.

The Bottom Line

MSPs running 50-5,000 endpoints can't afford approval delays. This integration isn't about flashy tech - it's about eliminating the crap that makes deals stall and teams frustrated. You get:

- Fewer context switches between systems
- No more "I didn't get the request" excuses
- Real accountability on who's holding up deals

ApproveThis doesn't replace Zomentum - it plugs into what you're already using to make approvals suck less. And since approvers don't need extra licenses, scaling up doesn't mean budget arguments.

Get started with a free trial, or book a 12-minute demo to see how MSPs are cutting approval times by 60%+. No sales scripts, just a quick walkthrough of how your team could actually enjoy compliance for once.