ApproveThis manages your Bread & Butter Integration approvals.

Why These Two Tools Should Date

Let’s get this straight: Bread & Butter tracks your leads like a bloodhound. ApproveThis cuts through approval gridlock like a chainsaw. Together? They’re the productivity equivalent of espresso mixed with a spreadsheet. For companies juggling multiple departments, client approvals, or compliance checks, this integration via Zapier turns “waiting on someone” into “already handled.”

What Happens When Approval Meets Analytics

Bread & Butter’s first-party data gives you the what – new signups, email captures, custom events. ApproveThis adds the who decides. Example: When a high-value lead pops up in Bread & Butter, ApproveThis automatically routes it to your sales director and legal team for simultaneous review. No more Slack pings or “Did you see that email?”

Key Benefits for Mid-Sized Companies

This isn’t about replacing humans – it’s about letting them focus on actual decisions instead of paperwork. Here’s the real juice:

• No license tax: Approvers only need access to ApproveThis (not Bread & Butter), making client/contractor approvals 73% less annoying
• Thresholds that matter: Auto-approve routine signups under $5K, escalate big deals to execs

Use Cases That Don’t Suck

We’ve seen teams implement this integration six ways from Sunday. Here’s how real departments use it:

1. Security Teams: New Profile Vetting

Bread & Butter trigger: New Profile Verified
ApproveThis action: Create approval request

Healthcare companies use this to flag suspicious signups. If a new user’s IP matches a blacklisted region, ApproveThis adds a compliance officer to the approval chain automatically. Approval groups ensure both IT and legal sign off before access is granted.

2. Marketing: Lead Qualification Gate

Bread & Butter trigger: New Email Captured
ApproveThis action: Create request with calculated fields

Example: A SaaS company auto-routes leads from paid ads to their CMO if lifetime value estimates exceed $50K. ApproveThis’ calculated fields prioritize high-value leads, while low-tier prospects get auto-approved into nurture campaigns.

3. Customer Success: Escalated Support Requests

Bread & Butter trigger: New Contact Us Submission
ApproveThis action: Create request with conditional routing

When enterprise clients submit complaints via Bread & Butter’s forms, ApproveThis uses keywords to route issues. Mentions of “contract breach” go straight to legal, while “downtime” alerts the CTO. Vacation delegation ensures no request dies because someone’s at Burning Man.

How to Set This Up Without Crying

Connect them in 8 minutes flat:

1. Grab your ApproveThis and Bread & Butter accounts
2. Create a Zapier workflow choosing Bread & Butter as trigger (pick your event)
3. Map Bread & Butter’s data to ApproveThis’ request fields (we auto-suggest mappings)
4. Set approval rules: thresholds, groups, escalation paths
5. Test with a $0.01 transaction to avoid embarrassing yourself

Department-Specific Wins

For Sales Teams

Ever had a deal stuck because Legal took 3 days to approve contract terms? Bread & Butter tracks client interactions, while ApproveThis slaps expiration dates on approvals. If Legal doesn’t review by Friday 5 PM, the request escalates to their VP. Deals close 22% faster.

For Operations

Custom user events in Bread & Butter (like inventory access requests) trigger approval chains. ApproveThis’ real-time dashboard shows pending requests by warehouse location, with auto-approvals for routine restocks under 500 units.

For Executives

ApproveThis’ email approvals mean VPs can approve $250K+ deals from their inbox without logging into yet another system. Bread & Butter’s analytics show which approvers are bottlenecks. Hint: It’s usually Finance.

Why This Isn’t Just Another Integration

Most tools slap approvals on as an afterthought. We baked it into your existing data flow. Bread & Butter tells you what’s happening; ApproveThis decides who needs to care. Together, they turn “Did we approve that?” into “Check the audit trail.”

Ready to Stop Herding Cats?

If you’ve got more than 50 employees and at least one approval process that makes you want to scream into a pillow, this integration pays for itself in saved Tylenol costs. Book a demo to see how approval workflows should work, or start a free trial if you’re the “figure it out myself” type.