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Quantive Results Integration

ApproveThis manages your Quantive Results Integration approvals.

April 17, 2025

Integration Category: Todo Lists

Two Systems, One Competitive Edge

Quantive Results turns strategic priorities into measurable outcomes. ApproveThis turns decision-making into a well-oiled machine. Together through Zapier, they create a closed-loop system where every objective gets vetted and every approval drives accountability. This isn't about replacing human judgment – it's about giving leaders more time for high-impact decisions while ensuring operational follow-through.

Why This Integration Changes the Game

Most organizations struggle with two problems: 1) Strategic initiatives get approved without clear ownership, and 2) Day-to-day approvals happen in silos disconnected from company goals. This integration bridges that gap through three fundamental shifts:

  • Contextual Approvals: Every request in ApproveThis can inherit metadata from Quantive's Objectives/Key Results (OKRs), showing approvers exactly how tasks align with priorities
  • Decision Audits: Approval trails in ApproveThis become proof points for Quantive's progress tracking
  • Resource Guardrails: Calculated fields in ApproveThis can reference Quantive's budget allocations to auto-approve or escalate requests

Real-World Use Cases Beyond the Obvious

Use Case 1: Strategic Objective Validation

What Happens: New OKR created in Quantive → Auto-generated approval request in ApproveThis with contextual data → Stakeholders review via email or dashboard → Approval triggers task creation in Quantive

Who Benefits:
Enterprise Sales Teams: Requires regional VP approval for any objective impacting quarterly revenue targets. Approval thresholds automatically escalate requests exceeding 15% quota increases.
Healthcare Providers: Links new patient care objectives to compliance officer review cycles using Quantive's session filters.

Use Case 2: Budget-Conscious Task Execution

What Happens: Key Result added in Quantive → Approval request checks against allocated budgets via calculated fields → Auto-approved if under $5k, else escalates → Approved tasks auto-populate owner/deadlines

Who Benefits:
Nonprofits: Grant-funded initiatives require program director approval before creating donor-facing OKRs. Vacation delegation ensures no delays during peak campaign seasons.
Manufacturers: Production line efficiency goals trigger maintenance approval workflows only when safety metrics are included.

Use Case 3: Compliance-Driven Updates

What Happens: Approval decision in ApproveThis → Quantive task updates with legal/compliance status → Revised due dates auto-calculated based on approval lag time

Who Benefits:
Financial Institutions: SOX-compliant audit trails show exact approval timing for risk-related OKRs.
EdTech Companies: Student data privacy objectives automatically require General Counsel approval on third-party vendor tasks.

Team-Specific Advantages

For Finance Leaders

ApproveThis' calculated fields become dynamic budget checkpoints. Example: When marketing teams create Quantive objectives for new campaigns, approval requests automatically:

  • Cross-reference allocated Q2 budgets
  • Apply 12% contingency reduction for initiatives over $50k
  • Flag requests needing CFO review based on vendor risk scores

For Operations Managers

Turn approval bottlenecks into process insights. The real-time dashboard exposes:

  • Average approval time per department
  • Most-rejected OKR types
  • Auto-escalation patterns tied to project phases

For Cross-Functional Teams

External partners approve without platform access. A procurement team's vendor onboarding OKR might require:

  1. Quantive task creation →
  2. ApproveThis request sent to legal@vendor.com →
  3. Email-based approval →
  4. Auto-updated Quantive status with contract terms

No Quantive licenses needed for external approvers – a key cost saver.

Implementation Essentials

Step 1: Create a Zapier account (free tier works for testing)
Step 2: Connect Quantive Results using OAuth
Step 3: Map critical fields:
- Quantive Objective ID → ApproveThis custom metadata field
- ApproveThis decision timestamp → Quantive task completion date
Step 4: Set failure alerts for declined requests
Pro Tip: Use ApproveThis' conditional logic to vary approval paths based on Quantive's confidence scores.

Beyond the Basics

While the Zapier integration handles core automation, ApproveThis' advanced features add enterprise-grade control:

  • Approval Thresholds: Auto-approve Quantive tasks below 20 hours effort score
  • Dynamic Routing: Send high-risk OKRs to legal team subgroup
  • Version Tracking: Maintain audit trail when Quantive objectives get modified post-approval

Common Pitfalls to Avoid

Don't:
- Use generic approval reasons that don't map to Quantive's success metrics
- Over-automate – keep human approval for objectives with regulatory impacts
Do:
- Sync Quantive's priority levels with ApproveThis' SLA settings
- Train teams on adding context to rejection reasons for better OKR iteration

Ready to Transform Approvals Into Strategy?

This integration isn't about doing more approvals – it's about making every approval count toward measurable outcomes. When your teams see how their sign-offs directly impact Quantive's progress dashboards, decision-making becomes purpose-driven rather than process-driven.

Start your ApproveThis trial or explore Quantive Results to book a custom demo. For technical teams: Build your first Zap in under 18 minutes using pre-built templates.

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Integrate with Quantive Results 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 Quantive Results

Suggested workflows (and their Zapier components) for Quantive Results

Create approval requests for new objectives

When a new objective is added in Quantive Results, an approval request is automatically created in ApproveThis to ensure the objective aligns with business strategies. *Note: Ensure filters are set up to target specific sessions if needed.*

Zapier Components

Quantive Results Logo

Trigger

New Objective Created

Triggers when a new Objective has been added to the account. You can optionally filter by session.

Action

Create Request

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

Create tasks for new approval requests

When a new approval workflow is initiated in ApproveThis, a task is automatically created in Quantive Results to monitor follow-up actions. *Note: Customize task details to align with your project management requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Quantive Results Logo

Action

Create Task

Creates a task and optionally attaches it to an Objective

Initiate key result approvals for new key results

When a new key result is recorded in Quantive Results, an approval request is generated in ApproveThis to verify its impact and alignment. *Note: Adjust approval parameters as necessary for your business criteria.*

Zapier Components

Quantive Results Logo

Trigger

New Key Result Created

Triggers when a new Key Result has been added. Optionally filter by Objective.

Action

Create Request

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

Update tasks upon approval decision

Whenever an approval request completes in ApproveThis, the corresponding task in Quantive Results is updated to reflect the decision. *Note: Map approval outcomes to task updates accordingly.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Quantive Results Logo

Action

Update Task

Updates a selected Task in Gtmhub

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