ApproveThis manages your Kizen Integration approvals.

Why This Integration Isn’t Just Another Tech Band-Aid

Let’s cut through the noise: approvals suck. They’re the traffic jam of business processes. Kizen helps you collect and organize sales/marketing data. ApproveThis makes decisions happen faster than a caffeinated squirrel. Together? They turn your CRM into a decision-making machine that actually works for teams between 50-5,000 people.

Here’s the kicker – ApproveThis doesn’t make your approvers learn Kizen. External clients, contractors, or that CMO who still prints emails? They approve via email or a simple dashboard. No extra Kizen licenses needed. Just clean, auditable decisions that sync back to your CRM.

Four Ways This Combo Saves Your Teams From Themselves

1. New Contact Vetting That Doesn’t Require Mind Reading

Scenario: Sales team adds a lead in Kizen. Marketing wants to verify it’s not their cousin’s failing juice bar. Legal needs to check for compliance red flags.

The Fix: Zapier triggers an ApproveThis workflow (Zapier integration here) the moment a Kizen contact appears. Route to department heads with role-based approvals. Calculated fields auto-flag high-risk leads based on deal size or industry. Approvers click approve/reject in email – done. Kizen updates automatically.

Who Cares: Manufacturing companies dealing with distributor onboarding. Agencies vetting client leads against capacity limits.

2. Pipeline Records That Don’t Ghost You

Scenario: New deal in Kizen’s pipeline. Sales manager needs to validate discount rates. Finance wants to confirm payment terms.

The Fix: Auto-create approval requests with deal specifics pulled from Kizen. Set thresholds – anything over 15% discount requires CFO review. Vacation delegation ensures someone’s always covering. Approved deals update Kizen; denied ones trigger revision tasks.

Who Cares: SaaS companies managing enterprise contracts. Wholesale distributors handling bulk orders.

3. Approval-Driven CRM Hygiene (Yes, Really)

Scenario: Marketing needs budget approval for a campaign tied to Kizen contacts. Legal requires NDAs before sharing client data.

The Fix: Start in ApproveThis – requests auto-pull Kizen contact records. Approval groups handle cross-department sign-offs. Once approved, Zapier updates Kizen contact activities and syncs campaign details. Denied? Comments auto-log in Kizen for context.

Who Cares: Healthcare providers managing patient outreach compliance. Financial services firms handling sensitive data access.

4. Audit Trails That Don’t Require a Detective

Scenario: Compliance needs proof of who approved what. Sales ops wants to analyze approval bottlenecks.

The Fix: Every ApproveThis decision – approved, denied, or stuck in limbo – logs time-stamped activities in Kizen. Real-time dashboards show where requests die. Approval metrics expose which VP always delays deals.

Who Cares: Public companies needing SOX compliance. Startups preparing for due diligence.

Setup That Won’t Make You Want to Swear

1. Connect the Pipes: In Zapier, link Kizen and ApproveThis (15 minutes tops).
2. Pick Your Trigger: New Kizen contact? Pipeline update? Choose your chaos point.
3. Map the Data: Pull Kizen fields into ApproveThis requests – contact details, deal terms, whatever matters.
4. Set Approval Rules: Who approves what, in which order, with what thresholds. No coding – just checkboxes.
5. Test With a Real Request: Because nobody wants to explain why the CEO got a test approval for $0.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag requests needing special handling. Deal value over $50K? Route to execs automatically.

Why Your Teams Will Stop Whining

Sales Teams:

Deals stuck waiting for legal? Approval thresholds auto-approve standard NDAs. Custom workflows handle complex contracts. Real-time tracking means no more “hey, did you approve that?” Slacks.

Marketing:

Campaign budgets approved via email between martech tools. Kizen logs every approval against relevant contacts. No more spreadsheet gymnastics.

Operations:

Procurement requests from Kizen forms auto-route based on spend. Vendors approved via email without Kizen access. Purchase terms sync back to Kizen for tracking.

Finance:

Invoice approvals with dynamic thresholds. Multi-country approvals handled through sequential routing. All decisions logged in Kizen for audit trails.

The Fine Print That Actually Matters

- Approvers don’t need Kizen access – huge for external partners.
- Conditional logic means legal only sees what’s relevant.
- Vacation mode stops approvals from rotting in out-of-office inboxes.
- All actions are reversible – approved a sketchy deal? Recall and re-route.

Bottom Line: This Isn’t About Tools

It’s about not having 17 tabs open to approve a $100 discount. Kizen keeps your data organized; ApproveThis forces decisions to happen. Together, they’re how mid-sized companies out-execute bloated enterprises.

Get Started with ApproveThis (Free 14-day trial, no “talk to sales” nonsense)
Kizen’s Site (Because you should know what you’re integrating with)

Or book a 10-minute demo if you’d rather see it work than read another blog post.