ApproveThis manages your Relatable Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: approvals suck. They’re the traffic jam of corporate decision-making. But here’s the thing – they don’t have to. When you connect ApproveThis (the approval ninja) with Relatable (your personal CRM wingman) through Zapier, you’re basically giving your team a shortcut through the bureaucratic jungle. We’re talking about automating the handoff between managing human relationships and getting actual sign-offs – without the endless Slack pings or “per my last email” nonsense.

What This Combo Actually Does

Relatable helps you keep track of who matters in your network. ApproveThis kicks requests through the right doors until someone slaps a “YES” or “NO” on them. Together? They make sure every contact list update, client status change, or partnership request gets eyeballed by the right people before things go sideways.

The magic happens in two directions:

• When Relatable’s contact lists change, ApproveThis automatically routes approval requests
• When approvals happen in ApproveThis, Relatable’s contacts stay updated without manual data entry

Real Teams Using This For Real Sh*t

1. The “Who Added This Person?” Prevention System

How it works: Every time someone adds/removes contacts from Relatable spheres (like “Key Clients” or “Vendors”), ApproveThis requires approval from department heads.

Who cares:

• Agencies: Stop junior staff from accidentally demoting key client contacts
• Sales teams: Ensure only vetted leads enter the “Hot Prospects” sphere
• Partnerships teams: Prevent accidental removal of strategic alliance contacts

2. The Approval Paper Trail That Actually Updates Itself

How it works: When an ApproveThis request gets approved (say, a new vendor contract), Relatable automatically updates the contact’s sphere to “Approved Vendors” and tags them with the approval details.

Who cares:

• Procurement teams: Auto-tag approved suppliers with contract dates
• HR teams: Move candidates from “Interviewing” to “Hired” spheres post-approval
• Legal teams: Track which contacts have NDAs/contracts approved

Why This Isn’t Just Another Integration

Most approval tools make you choose between speed and control. This combo says “screw that” by baking in:

Approval thresholds: Auto-approve contact changes under $500? Done. Anything over goes to the CFO.

Email approvals: Your approvers don’t need another login. They can approve/deny Relatable contact changes from their damn inbox.

Delegation that doesn’t suck: When your CMO is at Burning Man, approvals automatically route to their second-in-command without missing a beat.

Setting This Up Without Losing Your Mind

Here’s the 60-second version:

1. Connect ApproveThis and Relatable through Zapier (takes 3 clicks)
2. Pick your trigger: “When contact added/removed from Relatable sphere” or “New approval request in ApproveThis”
3. Map the key fields (contact name, sphere type, approval reason)
4. Test with a $0 approval threshold to see the magic happen

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests needing legal review based on Relatable contact tags.

Who Gets the Biggest Win?

Sales Leaders

Stop losing deals because someone added an unvetted contact to the “Enterprise Pipeline” sphere. Now every new enterprise lead addition requires VP signoff before it clutters your Salesforce reports.

Operations Teams

Auto-create approval paper trails when vendors get moved to “Active Suppliers” in Relatable. Audit-proof your procurement process without extra paperwork.

Client Services

When a PM adds a new stakeholder to the “Key Contacts” sphere for a $250K account? Yeah, that’s gonna need director approval first. Now it happens automatically.

The Silent Killer Feature Nobody Talks About

Here’s the dirty secret: Your approvers don’t need Relatable licenses. The C-suite gets the approval email, clicks a button, and never knows (or cares) that Relatable even exists. Same goes for external partners – vendors can approve updates to their own contact info without seeing your whole CRM.

Common “Yeah Buts” We Hear

“Won’t this slow us down?”
Actually speeds things up. The alternative is Debbie from accounting manually emailing 3 execs for approvals and then forgetting to update Relatable.

“Our approval process is too complex”
Cool. ApproveThis handles 15-step approvals with conditional branches. Relatable just feeds it the contact data. Your complexity is covered.

When You Should Not Use This Integration

If your team enjoys:

• Chasing down approvers via carrier pigeon
• Explaining to auditors why your contact records don’t match approvals
• Playing phone tag with external partners to update basic contact info

Then maybe stick to post-it notes and hope.

No-BS Next Steps

If you’ve got Relatable and approval processes (which you do), here’s your move:

1. Grab an ApproveThis trial (takes 2 minutes)
2. Use our pre-built Zapier template to connect them
3. Start with one workflow – client contact approvals usually hit hardest

Or book a 15-minute demo where we’ll show you exactly how a 200-person agency cut approval delays by 80% using this exact setup.