ApproveThis manages your BIGContacts Integration approvals.

Why Your CRM Needs Approval Superpowers

Let's be real - most CRMs are great at storing contacts but terrible at handling the human decisions that actually move deals forward. That's where pairing BIGContacts with ApproveThis changes the game. Think of it like giving your sales team a self-driving car for approvals instead of making them hitchhike through email threads.

BIGContacts organizes your contacts and tasks like a pro, while ApproveThis handles the messy "who said yes to what" part. Connect them through Zapier, and you've just created guardrails for your sales process without slowing anyone down.

How Mid-Sized Companies Get Stuck (And How to Fix It)

Companies between 50-5k employees hit the same wall: Their CRM becomes a graveyard of unvetted leads and forgotten follow-ups. Sales reps create contacts that never get reviewed. Operations teams waste days chasing sign-offs. Client onboarding takes weeks instead of hours.

Here's the kicker: None of this requires more software seats or complicated training. You just need to connect the tools you're already using in a way that forces compliance without the bureaucracy.

Four Ways This Combo Actually Works in the Wild

1. The Sales Team That Vets Leads Before Wasting Time

Marketing agencies using BIGContacts now auto-create approval requests when new client contacts get added. Partners review key details (budget, contract type, decision-maker) directly from their inbox. Approved contacts get tagged as "Sales-Ready" in BIGContacts automatically. Denied leads go into a nurture campaign. No more awkward "Wait, who approved this client?" meetings.

2. The Operations Team That Actually Enforces Compliance

Manufacturing companies use approval thresholds to auto-approve small purchase orders while flagging big deals for CFO review. When a BIGContacts task exceeds $10k, ApproveThis routes it through legal and finance. Approved? The task gets a green flag. Denied? It's logged in BIGContacts with rejection reasons. All without the ops team playing middleman.

3. The Project Managers Who Keep Client Work Moving

IT consultancies link project tasks in BIGContacts to approval workflows. New security upgrade task? Requires CTO approval via ApproveThis before appearing on engineer dashboards. Approved tasks auto-populate deadlines. Denied tasks trigger client update requests. Project timelines actually stay accurate.

4. The Client Onboarding That Doesn't Embarrass You

Financial services firms auto-create approval chains when adding new client contacts. KYC checks happen in ApproveThis while BIGContacts holds the draft profile. Approved clients get activated with all compliance flags cleared. Denied prospects get archived with audit trails. Bonus: External clients approve docs without needing BIGContacts access.

Setting This Up Without IT Involvement

Here's the beauty of Zapier - your team can connect BIGContacts and ApproveThis in three steps:

1. Create a Zapier account (if you don't have one)
2. Choose your BIGContacts trigger (new contact, task, etc.)
3. Set ApproveThis as the action (create/update request)

Pro tip: Use ApproveThis's calculated fields to auto-approve routine requests. Example: Contacts under $5k contract value? Skip manual review. Over $50k? Require CEO sign-off. Set it once and watch 60% of approvals handle themselves.

Why Your Finance Team Will Finally Stop Yelling

Approval thresholds in ApproveThis give CFOs actual control instead of theoretical "processes." When BIGContacts tasks include budget fields:

• Under $1k? Auto-approved with receipt tracking
• $1k-$10k? Requires department head approval
• Over $10k? Triggers a multi-step finance/Legal review

And because approvers don't need BIGContacts licenses, external auditors or clients can review requests without you paying for extra CRM seats.

What Most Companies Miss About Vacation Policies

ApproveThis's delegation feature solves the "But Karen's on PTO!" problem. When approvers mark themselves OOO in BIGContacts:

• Approval requests automatically reroute to their backup
• No more expired requests waiting for someone's return
• Delegation rules sync with BIGContacts task deadlines

Sales teams using this see 23% faster approval cycles during holiday months. Because nothing kills deals like waiting for someone's Maui vacation to end.

Real-World Results (Without the Fluff)

Companies using both platforms report:

• 40% fewer compliance issues on client onboarding
• 65% faster contract approvals
• 12 hours/month saved per ops employee on approval tracking

The secret sauce? ApproveThis adds structure where BIGContacts handles execution. Together, they create accountability without manual babysitting.

How to Not Screw This Up

Common mistakes we see:

• Not syncing BIGContacts task deadlines with approval SLAs
• Using single approvers instead of approval groups
• Forgetting to set up vacation delegates during holidays

Fix this by mapping your BIGContacts fields to ApproveThis's conditional logic during setup. Example: High-priority tasks in BIGContacts? Require same-day approvals. Low-priority? Allow 3-day review.

Getting Started (Without the BS)

Ready to stop herding cats for approvals?

Register for ApproveThis and connect your BIGContacts account in under 10 minutes. Or book a demo to see how teams automate approvals while keeping their CRM clean.

Pro tip: Start with one workflow (like client onboarding) before scaling up. You'll see ROI faster than you can say "Wait, why did we ever do this manually?"