ApproveThis manages your Elevated CRM Integration approvals.
April 17, 2025
Integration Category: Contacts
When Contacts Meet Approvals
Let’s cut through the noise: approvals suck. But they don’t have to. Pairing Elevated CRM’s contact management with ApproveThis’ approval automation is like giving your ops team a jetpack. We’re talking about turning “Hey, can someone check this?” into “It’s already handled” – without the endless Slack pings or emails vanishing into the void.
Elevated CRM keeps your contact data clean. ApproveThis keeps decisions moving. Together? They create closed-loop workflows where every new lead, client update, or vendor change gets automatic oversight. No more spreadsheet trackers. No more chasing down VPs in parking lots. Just systematic accountability that scales as fast as your company does.
Why This Combo Works
Mid-sized companies aren’t startups anymore, but they’re not enterprises either. You need tools that punch above their weight class. Here’s where this integration delivers:
- Zero Blind Spots: Every contact change in Elevated CRM can trigger an approval chain. No exceptions, no manual oversight needed.
- Budget Control: ApproveThis handles multi-tiered approvals (think: department head → CFO → CEO) without requiring extra Elevated CRM licenses for approvers.
Example: A 200-person SaaS company uses this setup to auto-flag any new enterprise lead over $50k. The sales rep gets instant feedback before wasting cycles on unqualified deals.
Real-World Use Cases That Don’t Suck
1. New Contact Vetting
What Happens: Elevated CRM detects new contact → ApproveThis pings legal to check for compliance red flags → Contact auto-labels in CRM post-approval.
Who Cares: Healthcare companies vetting patient referrals. Financial firms screening new clients. Any org where “Oops, we didn’t check” could mean lawsuits.
2. Update Lockdown
What Happens: Sales changes a client’s contract terms in CRM → Approval request fires to account manager → Only approved updates sync to billing systems.
Who Cares: Agencies managing client scope creep. Manufacturers updating distributor agreements. Basically anyone tired of rogue field edits.
3. Approval-Driven CRM Hygiene
What Happens: ApproveThis gets a "Finalize Vendor" request → Upon approval, Elevated CRM auto-creates supplier contact with all terms pre-populated.
Who Cares: Procurement teams tired of duplicate entries. Finance teams needing clean data for AP automation. Everyone who’s wasted hours merging duplicate records.
Setting This Up Without Losing Your Mind
Connect via Zapier in 12 minutes flat:
- Hook Elevated CRM to Zapier (use their OAuth)
- Pick triggers: New/Updated Contact, etc.
- Map critical fields: Contact ID, deal size, whatever matters
- Set approval rules in ApproveThis (thresholds, escalations)
- Test with a $1 test contact before going live
Pro Tip: Use ApproveThis’ Calculated Fields to auto-approve small updates (like phone number changes) while flagging big ones (contract value increases).
Department-Specific Wins
Sales Teams
New lead hits CRM → Auto-check against territory rules → Approve in one click or kick to next rep. No more commission disputes.
Marketing Ops
Request a campaign contact list export → Legal approves data usage → Elevated CRM auto-generates segmented lists. GDPR? Handled.
Procurement
Vendor submits portal form → ApproveThis routes to budget owner → Approved vendors auto-create in CRM with tiered pricing. No PO surprises.
Why This Beats Manual Processes
ApproveThis adds layers manual approvals can’t touch:
- Vacation Delegation: CFO out? Requests auto-reassign – no waiting.
- Threshold Escalations: $5k discount? Manager approves. $50k? Escalate silently to CRO.
- Email Approvals: Approvers don’t need app logins. Click link → Decide → Back to work.
Example: A 1,200-employee logistics company cut approval delays by 83% using these features with Elevated CRM. How? Auto-escalating freight discount requests that hit revenue thresholds.
No-BS Next Steps
If you’re using Elevated CRM and still doing approvals via email chains, you’re leaving speed – and control – on the table. ApproveThis isn’t another “collaboration tool.” It’s a decision engine that plugs into what you already use.
Get a free ApproveThis account, connect it to Elevated CRM via Zapier, and automate your first approval flow in under 30 minutes. Or book a 15-minute demo to see how approval thresholds can prevent your next compliance headache.
Either way – stop letting manual processes throttle your growth. Your CRM’s too powerful to be handcuffed by inbox approvals.
Integrate with Elevated CRM Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
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Best Approval Workflows for Elevated CRM
Suggested workflows (and their Zapier components) for Elevated CRM
Create approval requests for new Elevated CRM contacts
When a new contact is added in Elevated CRM, an approval request is automatically created in ApproveThis to validate the entry. This integration helps streamline decision-making for new contacts. *Note: Ensure contact data is mapped correctly between systems.*
Zapier Components
Trigger
Contact Created
Triggers when a contact is created in Elevated Network.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for updated Elevated CRM contacts
When a contact is updated in Elevated CRM, an approval request is automatically sent via ApproveThis to verify the changes. This integration enhances data quality by routing updates for managerial review. *Note: Confirm that updated contact information meets approval criteria.*
Zapier Components
Trigger
Contact Updated
A contact is updated in Elevated.
Action
Create Request
Creates a new request, probably with input from previous steps.
Update Elevated CRM contacts for new approval requests
When a new approval request is initiated in ApproveThis, the corresponding contact is created or updated in Elevated CRM by email. This automation keeps customer data in sync with approval workflows. *Note: Verify matching email fields for accurate contact updates.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create or Update Contact by Email
Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.
Update Elevated CRM contacts when approvals are completed
Once an approval decision is made in ApproveThis, the corresponding contact in Elevated CRM is automatically updated with the outcome. This automation supports timely decision implementation. *Note: Ensure contact IDs are aligned between systems for proper updates.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Update Contact by Id
Update a contact using a unique id.
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