ApproveThis manages your Clarify Integration approvals.

Why This Integration Isn’t Just Another “Nice to Have”

Let’s cut to the chase: CRMs like Clarify are where deals live, but approvals are where they go to die. Sales teams waste hours chasing down signatures, ops gets buried in manual follow-ups, and finance loses track of what’s approved vs. what’s just… floating in Slack. ApproveThis fixes that by adding structure to the chaos, and when you connect it to Clarify via Zapier, you’re not just streamlining approvals – you’re building guardrails for your entire revenue process.

The Nuts and Bolts of What This Combo Does

Clarify handles your customer data. ApproveThis handles decisions. Together, they make sure every deal, contact, or company record gets the green light without bottlenecking your team. Think of it like adding traffic lights to your CRM – except these lights actually prevent crashes (and angry emails from your CFO).

Key Benefits for Teams That Actually Ship Work

Sales Teams: Stop losing deals because legal took 3 days to approve a custom contract clause. Route non-standard pricing or special terms directly from Clarify deals to ApproveThis, with automatic reminders and escalation rules if someone’s dragging their feet.

Operations: New vendor in Clarify? Approval thresholds mean anything under $5K auto-approves, bigger purchases get flagged for review. No more manual spreadsheets or “Who approved this?!” forensic audits.

Finance: Connect Clarify’s company data to approval workflows for purchase orders or expense reports. Calculated fields in ApproveThis automatically check budget vs. request, so approvers see real-time “Can we afford this?” data.

Real-World Use Cases That Don’t Suck

1. Automating New Client Onboarding (Without the Paperwork)

When a sales rep adds a new company in Clarify, ApproveThis can:

• Trigger a compliance review (Is this client on any blocked lists?)
• Route contract terms to legal via email (they don’t even need a Clarify login)
• Auto-update the company record in Clarify once approved

Who this helps: A cybersecurity startup used this to cut their client onboarding from 48 hours to 90 minutes. Their legal team approves contracts directly from Outlook, and sales gets automatic Slack alerts when deals clear.

2. Keeping Contact Data Clean (Without Micromanaging)

New contact added in Clarify? ApproveThis can require:

• Marketing lead source validation (Was this contact GDPR-compliant?)
• Sales territory assignment checks (Does this rep actually cover Ohio?)
• Auto-archive unapproved contacts after 48 hours

Who this helps: A medical device company reduced duplicate contacts by 70% by requiring manager approval for any new entry outside standard clinics/hospitals.

Setting This Up Without Losing Your Mind

Step 1: Create a Zap between Clarify and ApproveThis (takes 6 minutes if you’re slow at clicking).

Step 2: Pick your trigger – like “New Company Added” in Clarify.

Step 3: Map critical fields (company name, deal size, owner) to ApproveThis.

Pro tip: Use ApproveThis’ conditional logic to auto-approve small deals and only escalate big ones. No coding – just “If amount > $10K, route to CFO.”

The Hidden Perk Your CFO Will Love

ApproveThis approvers don’t need Clarify licenses. External partners, clients, or execs can review requests via email without clogging up your CRM seats. Example: A manufacturing company lets vendors approve purchase orders directly through ApproveThis – their procurement team saved $8K/year on unused Clarify logins.

Solving Problems You Didn’t Know You Had

Vacation Mode for Approvals (Yes, Really)

When your Head of Sales is at Burning Man, ApproveThis automatically reassigns their approvals to the VP. No more “Waiting on Jim’s OOO reply” bottlenecks.

The “Why Was This Approved?” Paper Trail

Every decision in ApproveThis logs who approved what, when, and (optionally) why. If a Clarify deal goes south, you’ve got an audit trail – not a blame game.

When to Use This vs. When to Keep Doing It Manually

Use this integration if:

- You’ve ever lost a deal because an approval took too long
- Finance and sales argue about what was promised to clients
- Your “approval process” involves more than two forwarded emails

Don’t bother if:

- You enjoy herding cats via CC’ed emails
- Your team’s idea of automation is a Google Sheet with 27 tabs

Bottom Line: This Isn’t About Approvals – It’s About Momentum

Companies between 50-5k employees use ApproveThis + Clarify because it turns stalled processes into closed deals. Sales cycles shorten. Ops stops playing detective. Finance actually trusts the data in the CRM.

Ready to stop chasing approvals and start closing deals? Register for ApproveThis or grab a demo. Takes 8 minutes to see how automated approvals work – about how long you’d wait for someone to reply to a Slack approval request anyway.

Clarify users: Check out their latest CRM features to see how approvals fit into your existing workflows.