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Releventful Integration

ApproveThis manages your Releventful Integration approvals.

April 17, 2025

Integration Category: Crm

Why Approval Processes Break (And How to Fix Them)

Let's be real - the event industry runs on last-minute changes and high-stakes decisions. You’re juggling vendor contracts, client demands, and venue logistics while trying to actually pull off the magic. But when every contract signature or budget change requires three emails, two Slack pings, and a carrier pigeon, things get messy fast.

That's where pairing Releventful's event-focused CRM with ApproveThis' no-nonsense approval automation changes the game. We’re talking about turning “Where’s that signed contract?” into “Approved, next step triggered” without the administrative circus.

How This Duo Works

Releventful handles the event lifecycle - leads, contracts, client comms. ApproveThis handles the decisions. Connect them through Zapier, and you’ve got a system where:

  • Contract signed in Releventful → Immediate approval request for finance review
  • New lead pops up → Sales manager gets approval alert to assign reps

The kicker? Approvers only need ApproveThis access - no extra Releventful seats required. Perfect for external vendors or execs who just need to say yes/no without CRM training.

Real-World Use Cases That Actually Matter

1. Contract Chaos → Controlled Process

Scenario: Wedding planner signs a venue contract at 11 PM. Normally, this sits until accounting reviews it Monday morning. With the integration:

- Zapier detects signed contract in Releventful
- ApproveThis pings CFO via email (no login needed)
- CFO approves directly from phone
- Deposit released automatically

Who this helps: Catering companies needing quick vendor approvals, agencies managing freelance contracts.

2. Lead Qualification Without the Meeting-about-a-Meeting

Scenario: New corporate client inquiry hits Releventful. Sales lead gets ApproveThis request with lead score and history. They approve/deny in one click, auto-assigning to reps or triggering follow-up.

Who this helps: Understaffed sales teams, event marketers tracking campaign ROI.

3. Event Changes That Don’t Require a Séance

When venues flip-flop on dates or clients add last-minute demands, the integration ensures:

- Status change in Releventful → Approval request with change impact summary
- Operations lead reviews/approves during Uber ride to site
- Team auto-notified via existing tools

Who this helps: Production crews, corporate event planners with strict compliance needs.

Setup That Doesn’t Require IT (We Promise)

1. Connect the Apps: Zapier account → New Zap
2. Trigger: Choose Releventful event (new contract, lead, etc.)
3. Action: Select ApproveThis “Create Request”
4. Map Fields: Drag-and-drop Releventful data into approval form
5. Activate: Test with live data

Pro Tip: Use ApproveThis’ approval thresholds to auto-approve small deposit changes but flag anything over $5k.

Why Teams Actually Stick With This Combo

Sales Teams:

Stop losing leads because accounting hasn’t approved the discount. ApproveThis’ real-time tracking shows exactly where deals stall.

Operations Managers:

Auto-delegate approvals when team members are on-site using vacation delegation. No more “Out of office” reply chains.

Finance:

Calculated fields in ApproveThis automatically check contract values against budgets before sending for approval. No more spreadsheet cross-referencing.

The Nuts and Bolts You Care About

No New Logins: Approvers can OK requests via email. Clients love this.
Audit Trail: Every decision timestamped with notes. Liability? Handled.
Custom Workflows: Need three people to approve floral budgets? Set it once, forget it.

Bottom Line: This Isn’t “Nice-to-Have”

If you’re managing 50+ events annually or dealing with corporate clients who need paper trails, manual approvals aren’t just slow - they’re business risks. The Releventful + ApproveThis integration turns approval delays from a chronic headache into a five-minute task.

ApproveThis doesn’t “integrate” - it infiltrates your existing tools through Zapier, working like an approval layer over Releventful’s CRM data. No rip-and-replace, just smarter workflows.

What Now?

If you’ve ever:
- Lost a vendor because contracts took days to approve
- Missed a lead follow-up window
- Had an event change cause a blame-game meeting
...You need this.

Register for ApproveThis and connect your Releventful account in under an hour. Or schedule a demo to see how approval automation actually works when it’s built for operations people, not IT.

PS: If you’re still using email threads for approvals, we salute your patience. But your competitors don’t.

🥳

Integrate with Releventful 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 Releventful

Suggested workflows (and their Zapier components) for Releventful

Create approval requests for new contract signed events

When a contract is signed or deposit is paid, the integration creates an approval request in ApproveThis to review the contract details. This automation ensures timely verification and decision-making. *Note: Customize approval settings for your business process as needed.*

Zapier Components

Releventful Logo

Trigger

Contract Signed or Deposit Paid

Triggers when a contract is signed or the deposit is paid for an invoice.

Action

Create Request

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

Create approval requests for event status changes

When an event's status changes, the integration creates an approval request in ApproveThis to confirm the update. This automation streamlines event management and ensures that changes are reviewed promptly. *Note: Adjust your approval criteria to suit event management workflows.*

Zapier Components

Releventful Logo

Trigger

Event Status Changed

Triggers when the event status changes on an event.

Action

Create Request

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

Create approval requests for new web inquiries

When a new web inquiry is received, the integration creates an approval request in ApproveThis to evaluate the inquiry. This automation speeds up the response process by ensuring that inquiries are reviewed immediately. *Note: Customize the request details for your sales process.*

Zapier Components

Releventful Logo

Trigger

New Web Inquiry

Triggers when a new website inquiry is received.

Action

Create Request

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

Create approval requests for new leads

When a new lead is generated, the integration creates an approval request in ApproveThis to confirm and assign follow-up. This efficient integration supports swift lead management. *Note: Adjust approval rules for lead qualification as needed.*

Zapier Components

Releventful Logo

Trigger

New Lead

Triggers when a new lead is created in Releventful.

Action

Create Request

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

Create approval requests for sales stage changes

When a sales stage is updated, the integration creates an approval request in ApproveThis to validate the change. This automation streamlines the sales process by ensuring updates are approved before moving forward. *Note: Set approval thresholds to match your sales strategy.*

Zapier Components

Releventful Logo

Trigger

Sales Stage Changed

Triggers when a sales stage has been changed.

Action

Create Request

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