ApproveThis manages your 17hats Integration approvals.

When CRM Meets Approval Workflows

Let’s get real: most companies between 50-5,000 employees aren’t just dealing with one approval process. They’re juggling contracts, purchase orders, client onboarding, and about seventeen spreadsheets that “someone” forgot to update. This is where 17hats – the all-in-one CRM and operations platform – crashes into ApproveThis, the approval workflow engine. Together? They turn “Hey, did anyone sign off on that?” into a system that actually works while you sleep.

Why This Combo Doesn’t Suck

17hats organizes contacts, projects, and money. ApproveThis chases down decisions. Connect them through Zapier, and you’ve got a three-way that actually benefits your business:

• No more approval black holes: Contacts created in 17hats instantly trigger approval chains
• Stop paying for empty seats: Approvers only need ApproveThis access – no extra 17hats licenses

Example: A marketing agency client signs your 17hats form. Before they hit your CRM, ApproveThis automatically routes their contract terms to legal, pricing to finance, and scope to the delivery team. All before your AE finishes their cold brew.

Real Workflows for People Who Hate Meetings

1. Auto-Escalate New Client Red Flags

The Setup: New 17hats contact → ApproveThis risk review → Auto-approve or flag for human eyes.

Construction firms use this to screen subcontractors. If a new vendor’s insurance docs in 17hats don’t meet pre-set thresholds? ApproveThis bumps it to the safety team without you lifting a finger.

ApproveThis secret sauce: Approval thresholds auto-approve routine requests but escalate anything over $50K or with expired certifications.

2. Sync Approved Clients Without the Spreadsheet Dance

The Flow: Approved request in ApproveThis → Auto-create 17hats contact with all deal terms attached.

Consulting firms dig this. Once leadership approves a new project, 17hats automatically generates the client record with SOW details, billing contacts, and NDAs – no intern copy-pasting from PDFs.

Why it’s cool: Vacation delegation in ApproveThis means approvals never stall if your VP is at Burning Man.

3. Update Client Status Without the Nagging

How it rolls: New approval request in ApproveThis → Update 17hats contact stage from “Prospect” to “Under Review”.

Event planners use this to track venue approvals. When a new permit request starts in ApproveThis, 17hats automatically moves the venue from “Scouting” to “Legal Review” so sales knows not to overbook dates.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. Basic blueprint:

1. Pick a trigger in 17hats (new contact, updated field, etc.)
2. Map the data you need for approvals (budgets, dates, docs)
3. Set approval rules in ApproveThis – thresholds, groups, fallbacks
4. Push approved data back to 17hats as tasks, contacts, or updates

Pro tip: Use ApproveThis’ calculated fields to auto-flag 17hats submissions that don’t meet margin targets before they even hit an approver’s inbox.

Who Actually Benefits (Besides Your Sanity)

Sales Teams

Stop losing deals to approval delays. New 17hats leads trigger contract reviews in ApproveThis with legal SLAs. If redlines aren’t done in 48hrs? Auto-escalate.

Operations

New vendor in 17hats? ApproveThis checks their COI, tax forms, and credit terms against procurement policies. Pass = auto-onboard. Fail = route to risk management.

Finance

Invoice approvals in ApproveThis sync paid statuses back to 17hats. No more “The check is coming, we swear!” emails.

The Unspoken Perks

ApproveThis doesn’t just move data – it enforces process hygiene:

• Approval chains that actually respect hierarchy: Require sequential sign-offs from junior → senior staff
• Automatic breadcrumbs: Every decision is logged with timestamps and reasons in both systems
• Client-proofing: External partners approve via email without getting access to your 17hats backend

Bottom Line

17hats keeps your client house in order. ApproveThis makes sure nobody burns it down. Together via Zapier? You eliminate the “Who’s got the keys?!” panic that plagues mid-sized companies.

This isn’t about doing more approvals – it’s about doing them so efficiently that your team actually follows the damn process. Less herding cats, more scaling without chaos.

Next Steps (Pick One)

Register for ApproveThis and connect your 17hats account in under 10 minutes. Or if you’d rather see it live, grab a demo slot. Either way, stop letting approval bottlenecks be the reason your 4PM meetings suck.