ApproveThis manages your Client Hub approvals.

Why Approval Automation Matters for Client-Focused Teams

Let's cut to the chase: manual approvals kill momentum. When your client services team waits three days to get a contract signed off while Legal reviews it in Outlook, everyone loses. Clients get antsy. Projects stall. Your operations team plays detective trying to track down who's holding things up.

This is where pairing ApproveThis with Client Hub changes the game. We're talking about connecting your client data hub to an approval system that actually moves at the speed of business. Not just faster rubber-stamping – structured decision-making that keeps clients happy and internal teams accountable.

How These Platforms Play to Their Strengths

Client Hub excels at centralizing client data and collaboration. ApproveThis dominates at routing decisions to the right people with clear rules. Together through Zapier, they handle the messy middle ground between "we need client info" and "we need a yes/no on this request."

What Happens When You Connect Them?

Imagine this: A new client company gets added in Client Hub. Instead of your account manager Slack-bombing the CFO for budget approval, ApproveThis automatically:

• Routes the request based on deal size thresholds
• Pings the right approvers via email (no new logins required)
• Updates Client Hub's records once approved

Or flip it: When an urgent client request hits ApproveThis, it triggers Client Hub to create a new project workspace before the approval finishes. Teams get a head start without jumping the gun.

Real-World Use Cases (Not Just Theory)

1. Marketing Agencies: Client Onboarding That Doesn't Suck

Scenario: Your bizdev team lands a new retainer. They add the client to Client Hub. Zapier triggers ApproveThis to:

• Check if the contract value exceeds $50k (auto-escalate to CFO if yes)
• Require sign-off from both Compliance and Creative Director
• Update Client Hub's onboarding checklist upon approval

Result: No more "Oops, we started work before Legal cleared the NDAs."

2. Consulting Firms: Change Order Chaos Solved

Scenario: A client requests additional scope in Client Hub. ApproveThis:

• Calculates margin impact using real-time rate data
• Routes to PM and client sponsor if under 15% budget increase
• Locks the request from editing once submitted

Result: Partners stop wasting time on $500 change orders. Clients get faster answers.

3. SaaS Companies: Enterprise Deal Acceleration

Scenario: Sales adds an enterprise lead in Client Hub. ApproveThis:

• Auto-attaches the custom SLA from Google Drive
• Requires CTO approval for any custom API terms
• Sends reminders if approvals stall past 24hrs

Result: Less "Wait, did we agree to that?" post-signature. More closed-won deals.

Setting This Up Without Losing Your Mind

We've all seen "easy integrations" that require a PhD in DevOps. This isn't that. If you can set up a Slack channel, you can connect ApproveThis to Client Hub:

Basic Setup Steps

1. In Zapier, create a new Zap
2. Trigger: "New Client Company" in Client Hub
3. Action: "Create Request" in ApproveThis
4. Map Client Hub fields to your approval template
5. Test with a real request (try rejecting it to see the flow)

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk clients based on deal size or contract terms from Client Hub.

Why Your Finance Team Will Stop Yelling at You

Approval thresholds are the unsung hero here. Example:

Client Hub detects a $120k deal. ApproveThis rules say:

• Under $50k: Auto-approve with manager notification
• $50k-$100k: Require VP sign-off
• Over $100k: Escalate to CFO + Legal

Suddenly, Finance isn't buried under trivial requests. They only see what matters.

The Hidden Benefit Your Clients Will Notice

When approvers don't need Client Hub licenses (they just reply via email), something magical happens:

External stakeholders (client's legal team, third-party vendors) can approve directly without jumping through your IT hoops. No more "Can you PDF this and email it to Bob?"

Case in point: A logistics company using this setup reduced external approval time from 6 days to 9 hours. Clients thought they hired more staff.

When to Use This vs. Native Tools

Client Hub has basic approval features. ApproveThis is for when you need:

• Multi-department sign-offs (Legal + Finance + Client Success)
• Conditional rules based on actual data (not just checkboxes)
• Audit trails that hold people accountable

Example: A healthcare client requires 3 approvals for data access requests. Native tools can't enforce the exact sequence (IT → Compliance → Privacy Officer). ApproveThis does.

Pitfalls to Avoid

1. Don't automate approvals for net-new processes. Fix the workflow first, then automate.
2. Do set up vacation delegates. Nothing dies faster than an approval waiting for someone's PTO.
3. Don't let Zapier errors go unmonitored. Set up alerts for failed zaps.

How Different Teams Benefit

Client Services

Fewer "Where are we on this?" calls. Real-time status in Client Hub means they can actually answer clients.

Operations

Auto-archiving rejected requests = no zombie projects cluttering Client Hub.

Executive

Dashboards showing approval cycle times. Finally, data to kill bottlenecks.

Ready to Stop Chasing Approvals?

This isn't about fancy tech. It's about removing the crap that makes client work exhausting. If your team has more than 50 people and at least three "Hey, did you approve that?" Slacks per day, it's time.

Book a demo to see how approval automation actually works, or start a free trial if you're the "figure it out myself" type. Either way, your future self (and your clients) will thank you.