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Impartner Integration

ApproveThis manages your Impartner Integration approvals.

April 17, 2025

Integration Category: Sales Crm

Why Approval Automation Matters for Partner Ecosystems

Let’s cut to the chase: partner management is messy. Between onboarding new vendors, tracking deal registrations, and handling co-marketing funds, teams waste hours chasing down approvals via Slack threads and reply-all emails. Impartner keeps your channel data organized – but when you connect it to ApproveThis through Zapier, you actually fix the approval chaos slowing down your revenue engine.

This isn’t about replacing Impartner. It’s about adding teeth to your existing processes. ApproveThis handles the decision-making layer – routing requests, enforcing rules, and documenting who approved what. Impartner remains your source of truth for partner data. Together, they turn “Where are we on the XYZ partner request?” into a problem you used to have.

Where Impartner Ends and ApproveThis Begins

Impartner’s great at tracking partner lifecycle metrics and managing portals. But when a $250k deal registration hits your PRM system, what happens next? If your answer involves manually pinging sales directors or copying data into spreadsheets, you’re leaving money on the table.

ApproveThis adds three things Impartner can’t:

  • Enforced accountability: No more “I didn’t see the email” – every approval has a digital paper trail with deadlines
  • Conditional logic: Automatically escalate high-value deals to execs or fast-track renewals under $50k

Best part? Approvers don’t need Impartner licenses. Perfect for external partners or finance teams who just need to say yes/no without learning new software.

Real-World Use Cases That Move the Needle

1. Automate Deal Registration Approvals

Manufacturing companies using Impartner for distributor deals often get stuck when a $500k order comes through a new partner. Sales ops has to verify territory rights, check for existing conflicts, and get regional manager sign-off – which typically takes 3 days.

The Fix: When Impartner detects a new deal registration over $100k, ApproveThis automatically:

  • Routes to Sales Director + Legal
  • Checks against existing deals using calculated fields
  • Escalates to VP Sales if no response in 12 hours

Result: 68% faster approvals for enterprise deals (based on typical customer metrics).

2. Error Triage Without the Fire Drills

When Impartner sync errors hit, SaaS companies waste hours in Zoom calls figuring out who should fix what. A cloud services provider we worked with had 23 people CC’d on every “sync failed” email – 19 of whom didn’t even have Impartner logins.

The Fix: Connect Impartner’s sync error logs to ApproveThis to:

- Assign errors based on type (API timeouts → DevOps, data mismatches → Partner Ops)
- Set SLA counters in approval requests
- Auto-close tickets when resolved in Impartner

Now their CTO gets a weekly digest instead of 37 panic DMs.

How to Set This Up Without Losing Your Mind

You’ll need:
1. An ApproveThis account (obviously)
2. Impartner admin access
3. A Zapier account (free tier works)

Step-by-Step for Deal Registration Workflow

Trigger: New deal registration in Impartner over $X amount
Action: Create ApproveThis request with:
- Partner tier (pulled from Impartner)
- Deal history (last 12 months via calculated fields)
- Auto-approve if under $50k and partner rating >4.5 stars

Pro tip: Use ApproveThis’ approval thresholds to handle 80% of small deals automatically. Only exceptions hit human inboxes.

Department-Specific Wins

Finance Teams

Co-marketing budgets get approved in hours, not weeks. How? Set up approval groups with:
- Immediate auto-approval for claims under $1k
- Sequential approvals (Marketing → Finance) over $5k
- Hard declines if partner hasn’t completed compliance training

Partner Operations

Onboard new vendors 3x faster by:
- Triggering ApproveThis checklists when Impartner profiles hit 80% complete
- Using vacation delegation so approvals never stall
- Attaching completed checklists to Impartner records automatically

Why This Isn’t Just Another Integration

Most PRM tools bolt on basic approval features. But when you decouple the approval logic from Impartner using ApproveThis, you gain:

Flexibility: Change approval rules without waiting for IT
Auditability: Every decision links back to Impartner data
Scale: Handle 10x more partners without hiring more ops staff

Example: A cybersecurity firm reduced their partner onboarding backlog from 3 weeks to 2 days by adding approval thresholds based on Impartner’s risk scoring.

No-BS Next Steps

If you’re using Impartner and have ever thought:

- “Why does accounting take 5 days to approve a simple PO?”
- “Who approved this non-compliant partner?!”
- “We need to scale partner ops without adding headcount”

...then you need to try ApproveThis. Book a 15-minute demo and we’ll show you exactly how to connect it to Impartner through Zapier. No sales fluff – just a live build of your most painful approval workflow.

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Integrate with Impartner 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 Impartner

Suggested workflows (and their Zapier components) for Impartner

Create approval requests for new object records

When new object records are created in Impartner, create an approval request in ApproveThis to streamline decision-making. *Note: Configure your approval workflow in ApproveThis with the necessary criteria.*

Zapier Components

Impartner Logo

Trigger

New Object Record

Triggers when an object record is created.

Action

Create Request

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

Create records in Impartner for new approval requests

When a new approval request is initiated in ApproveThis, automatically create a corresponding record in Impartner to maintain up-to-date partner data. *Note: Map the approval data to the appropriate fields in Impartner.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Impartner Logo

Action

Create a Record

Creates a new record in your account.

Create approval requests for updated fields on records

When key fields in Impartner records are updated, trigger an approval request in ApproveThis to ensure critical changes are reviewed. *Note: Specify the fields to monitor in the Impartner trigger setup.*

Zapier Components

Impartner Logo

Trigger

Updated Field on Record

Triggers when a field value of your choosing is updated on a record of your choosing.

Action

Create Request

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

Create approval requests for new errors in sync logs

When new errors appear in Impartner sync logs, automatically generate an approval request via ApproveThis to prompt timely review and resolution. *Note: Configure error thresholds to avoid false positives.*

Zapier Components

Impartner Logo

Trigger

New Error in Sync Log

Triggers when a new error is found in a sync log.

Action

Create Request

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