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KonnektiveCRM Integration

ApproveThis manages your KonnektiveCRM Integration approvals.

April 17, 2025

Integration Category: Crm

Why This Integration Isn’t Just Another Buzzword

Let’s cut through the noise: KonnektiveCRM helps you sell stuff. ApproveThis helps you get decisions made. Together? They’re the tag team that stops your team from drowning in “Hey, can you approve this?” Slack messages. We’re talking about connecting customer data with decision-making workflows so tightly that your finance team might actually smile during Q4.

What Happens When a Sales Machine Meets an Approval Ninja

KonnektiveCRM isn’t just another CRM – it’s the control center for subscription businesses and direct response marketers who need to track campaigns, orders, and customer lifecycles like hawks. Now pair that with ApproveThis’ ability to turn “I need five sign-offs by Tuesday” into a automated process that even your most approval-averse exec can’t mess up.

The Nerd Stuff You Actually Care About

Here’s why this combo works better than free coffee in a startup:

  • No more approval black holes: Every new KonnektiveCRM customer, order, or upsell can trigger approval workflows without manual data entry
  • Approvals? Approved. Approved requests in ApproveThis automatically update KonnektiveCRM orders, customer records, or campaigns

Real-World Scenarios That Don’t Suck

Use Case 1: The High-Velocity Sales Team

The Problem: Your sales team closes 50 deals/day, but accounting needs to approve every contract over $10K. Currently, this involves forwarding emails and hoping someone checks their inbox before the prospect gets cold feet.

The Fix: Connect KonnektiveCRM’s new order triggers to ApproveThis. Now every deal hitting your CRM:

  • Auto-generates approval requests with deal details baked in
  • Routes to the right approver based on deal size (thanks to approval thresholds)
  • Updates KonnektiveCRM the second it’s approved – no manual data entry

Who Wins: E-commerce companies processing 500+ orders/month. No more “Where’s my PO?” calls from suppliers.

Use Case 2: The Compliance-Haunted Finance Team

The Problem: New customers in regulated industries require compliance checks before onboarding. Your current process? A shared Google Sheet that three departments “forget” to update.

The Fix: Trigger ApproveThis workflows for every new KonnektiveCRM customer record. Compliance gets:

  • Automated requests with all customer data pre-filled
  • Real-time tracking of which checks are pending
  • Auto-escalation if approvals take too long (looking at you, legal team)

Who Wins: Supplement companies, CBD brands, or anyone else that spends more time on compliance than actual marketing.

Use Case 3: The Campaign Launch Logjam

The Problem: New marketing campaigns need 7 approvals across 4 departments. Your current process involves 37 Slack threads and at least one existential crisis per launch.

The Fix: Connect ApproveThis to KonnektiveCRM’s campaign tools so that:

  • Every new campaign draft auto-generates approval requests
  • Approvers get deadline reminders (with passive-aggressive intervals configurable by you)
  • Approved campaigns push live automatically through KonnektiveCRM

Who Wins: Media buyers managing 20+ concurrent campaigns who’d rather not get fired over a typo in a $50K ad spend.

Setting This Up Without Losing Your Mind

Here’s the 3-step process even your least technical employee can handle:

  1. Connect the Dots in Zapier: Create a Zapier account if you’re among the 3 people who don’t have one yet
  2. Pick Your Triggers: Choose whether approvals start in KonnektiveCRM (new orders/customers) or ApproveThis (campaign approvals, budget sign-offs)
  3. Test Drive: Run a test order/customer/request to ensure approvals route correctly. Celebrate with coffee when it works.

Pro Tip: Use ApproveThis’ calculated fields to auto-approve small orders (under $500?) while flagging big ones for human review. Your team will think you’re a wizard.

Why Your CFO Will Love This (Seriously)

Approvers don’t need KonnektiveCRM licenses. Let that sink in. Your external partners, clients, or that exec who only checks email twice a week can approve requests through ApproveThis without you paying for another CRM seat. That’s actual money staying in your budget.

Department-Specific Wins

For Marketing Teams:

Launch campaigns faster by tying ApproveThis’ email-based approvals to KonnektiveCRM’s campaign tools. Bonus: Set up conditional logic so legal only reviews claims with specific health terms.

For Operations:

Auto-create KonnektiveCRM partial orders when approvals are pending. Warehouse teams can prep shipments while management dithers over final sign-off.

For Finance:

Use approval thresholds to auto-approve small expenses but require VP sign-off on big spends. All while keeping the audit trail cleaner than a tax attorney’s spreadsheet.

The Bottom Line (Because We Know You’re Busy)

Connecting KonnektiveCRM and ApproveThis via Zapier isn’t about chasing shiny tech – it’s about eliminating the 23% of workdays wasted chasing approvals (actual stat we made up, but it feels true).

Whether you’re tired of orders getting stuck in approval purgatory or just want to stop being the human router between departments, this integration is your eject button.

Ready to Stop Being a Approval Middleman?

Get started with ApproveThis (free trial included, because we’re not monsters). Or if you’re the type who needs to see it to believe it, book a demo and we’ll show you how to shave 8 hours off your approval cycles. No cheesy sales pitches – we promise.

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Integrate with KonnektiveCRM 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.

Learn More

Best Approval Workflows for KonnektiveCRM

Suggested workflows (and their Zapier components) for KonnektiveCRM

Create approval requests in ApproveThis for new KonnektiveCRM customers

When a new customer is created in KonnektiveCRM, an approval request is automatically generated in ApproveThis. This ensures new customers are vetted efficiently, maintaining quality control while speeding up onboarding processes. *Note: Configure approval criteria within ApproveThis to match your specific customer validation requirements.*

Zapier Components

KonnektiveCRM Logo

Trigger

New Customer

Triggers when a new customer is created.

Action

Create Request

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

Create partial orders in KonnektiveCRM for new ApproveThis requests

Whenever a new approval request is initiated in ApproveThis, a partial order is automatically created in KonnektiveCRM. This allows teams to start preparing for potential new contracts or client onboarding while awaiting final approvals. *Note: Ensure your approval workflows are set up to automatically approve standard requests for even faster processing.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

KonnektiveCRM Logo

Action

Create Partial Order

Creates New Leads.

Create ApproveThis requests for new orders in KonnektiveCRM

With this automation, every time a new order is placed in KonnektiveCRM, an approval request is created in ApproveThis. This ensures all orders are reviewed promptly, enhancing order processing efficiency and maintaining compliance. *Note: Customize your approval workflow to handle different order types effectively.*

Zapier Components

KonnektiveCRM Logo

Trigger

New Order

Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.

Action

Create Request

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

Create complete orders in KonnektiveCRM when ApproveThis requests are approved

As soon as an approval request is approved in ApproveThis, this integration instantly creates a complete order in KonnektiveCRM, ensuring seamless transition from approval to action while minimizing delays in the order processing pipeline. *Note: Review your line item settings to ensure they're aligning with the approved requests.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

KonnektiveCRM Logo

Action

Create a Complete Order (With Line Item Support)

Creates a complete order with line support.