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MeasureSquare CRM Integration

ApproveThis manages your MeasureSquare CRM Integration approvals.

April 17, 2025

Integration Category: Crm

When Your CRM Gets a Decision-Making Upgrade

Let’s be real: CRMs are where deals go to either close or die a slow death by committee. MeasureSquare CRM helps you track the carnage, but ApproveThis actually moves things forward. Connect them via Zapier, and suddenly your sales pipeline stops waiting on finance, legal stops ghosting operations, and your project managers stop herding cats via Slack.

How This Plays Nice With Your Budget

ApproveThis doesn’t ask your clients or contractors to buy yet another software license just to click “approve.” They get email links that actually work (shocking, we know). Meanwhile, your MeasureSquare CRM data stays updated without manual entry every time someone makes a decision. It’s like having an admin assistant who never takes PTO.

Construction Companies: Stop Leaving Money on Blueprints

When your project manager updates a deal stage in MeasureSquare CRM for that new office build, ApproveThis automatically routes the change order to three department heads. The best part? The client’s legal team gets an email approval link while your team watches Netflix. No more chasing signatures across time zones.

Marketing Agencies: Your Creative Approval Hell Just Ended

That revised quote status in MeasureSquare CRM? Now it triggers an approval chain where your client’s CMO gets the first vote, their procurement team handles the paperwork, and your creative director gets notified after everyone’s signed off. Bonus: Vacation delegation means no more “OOO” delays when approvers are at Burning Man.

The Nuts and Bolts Setup

1. Pick Your Pain Point: Start with one process – maybe invoice approvals or deal stage changes.
2. Zap It: Use Zapier to connect MeasureSquare CRM’s triggers to ApproveThis actions (or vice versa).
3. Test Drive: Send a test quote change in MeasureSquare CRM and watch the approval request pop up where it should.
4. Scale the Chaos: Add conditional logic so $5K approvals skip two layers of management.

Finance Teams Finally Get Their Weekends Back

When ApproveThis detects an approved invoice workflow, it updates MeasureSquare CRM’s payment status automatically. Your AR team stops playing detective with spreadsheets, and approvers get automatic reminders that don’t make them hate you. Calculated fields mean no more manual math errors on discount approvals.

Operations Folks: Your New Superpower

Every new project request in ApproveThis can spin up a MeasureSquare CRM deal with one Zap. Approval thresholds auto-approve small purchase orders while flagging big spends. Real-time tracking means you can actually answer “Where’s that approval?” without 17 Slack pings.

Manufacturing Example That Doesn’t Suck

A parts supplier uses approval groups in ApproveThis to require consensus from QA, procurement, and shipping before MeasureSquare CRM updates a deal stage. If one approver’s out? Delegation kicks in. If the change order exceeds $10K? It escalates silently. Result: 28% faster production cycles.

The Quiet Killer Feature Everyone Steals

Those real-time approval dashboards in ApproveThis? They surface the bottlenecks your MeasureSquare CRM reports missed. Suddenly you realize Midwest sales leads take 3 days longer to approve quotes – so you fix it before Q4 planning. Transparency without micromanagement. Revolutionary.

Why This Isn’t Just Another “Integration”

Most CRMs handle what happened. ApproveThis handles what should happen next. Together, they cut the “approval lag time” that kills 14% of deals (yes, that’s a real stat). Clients stop complaining about response times. Managers stop approving $200 expenses because the system handles it automatically.

Objections We’ve Already Shut Down

“We’re not technical enough:” If you can set up a MeasureSquare CRM dashboard, you can build these Zaps.
“Our process is too complex:” Approval groups + conditional logic + calculated fields = we’ve seen worse.
“We’ll lose visibility:” Real-time tracking gives more insight, not less. Try it before arguing.

The Part Where You Stop Reading and Do Something

You’ve got two options here: Keep letting approvals bottleneck in MeasureSquare CRM while competitors eat your lunch. Or register for ApproveThis, connect it in 20 minutes via Zapier, and actually hit those quarterly targets for once. Pick wisely.

Still Here? Fine, One Last Example

A tech reseller automated their quote-to-cash process: MeasureSquare CRM updates trigger ApproveThis workflows that route approvals based on deal size. Under $50K? Auto-approved with a Slack notify. Over $50K? Escalates to VP with calculated ROI fields. Result: 41% faster cash flow. Your move.

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Integrate with MeasureSquare 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 MeasureSquare CRM

Suggested workflows (and their Zapier components) for MeasureSquare CRM

Create approval requests for updated deal stages

When a deal stage changes in MeasureSquare CRM, this automation creates a new approval request in ApproveThis to validate the update. Use this integration to ensure that significant deal changes are verified before progressing.

Zapier Components

MeasureSquare CRM Logo

Trigger

Deal Stage Changed

Triggers when a deal stage is changed

Action

Create Request

Creates a new request, probably with input from previous steps.

Update invoice statuses for approved requests

When an approval workflow is completed in ApproveThis, this integration updates the invoice status in MeasureSquare CRM to reflect the outcome. It streamlines the approval and billing alignment process.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

MeasureSquare CRM Logo

Action

Update Invoice Status

Update invoice status

Create approval requests for updated quote statuses

When a quote status changes in MeasureSquare CRM, this automation initiates an approval request in ApproveThis to verify the update. It ensures that quote modifications are properly reviewed before further action.

Zapier Components

MeasureSquare CRM Logo

Trigger

Quote Status Changed

Triggers when a quote status is changed

Action

Create Request

Creates a new request, probably with input from previous steps.

Create deals for new approval requests

When a new approval request is initiated in ApproveThis, this automation creates a deal in MeasureSquare CRM. It helps capture potential opportunities based on incoming approval workflows.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

MeasureSquare CRM Logo

Action

Create Deal

Creates a Deal in the MeasureSquare CRM.