ApproveThis manages your MobiCRM Integration approvals.

When Approval Automation Meets Mobile-First CRM

Field sales teams using MobiCRM face a critical challenge: keeping deals moving while maintaining control over client onboarding, pricing decisions, and account changes. ApproveThis solves this friction point through strategic automation that brings structured approval processes directly into MobiCRM's mobile workflow. By connecting these platforms via Zapier, businesses gain real-time oversight without sacrificing the speed required in field sales environments.

This integration creates a closed-loop system where CRM actions automatically trigger approval workflows, and approval decisions immediately update CRM records. The result? Sales reps get faster decisions on exceptions or special requests, while finance and legal teams maintain visibility into field operations through automated audit trails.

Three Operational Gains You Can't Ignore

1. Prevent Pipeline Leaks Through Mandatory Reviews

MobiCRM's strength in capturing field data becomes exponentially more valuable when combined with ApproveThis' conditional approval rules. Consider these scenarios:

• Automatically flagging deals with non-standard pricing for manager review before CRM commitment
• Requiring legal team sign-off on contracts exceeding predefined risk thresholds

A medical device distributor implemented this integration to handle custom pricing requests during hospital negotiations. By triggering ApproveThis workflows whenever MobiCRM opportunities exceeded 15% discount thresholds, they reduced unauthorized concessions by 83% in Q1.

2. Accelerate Client Onboarding Without Compromise

The mobile nature of field sales creates inherent delays in multi-department coordination. ApproveThis' email-based approvals enable non-MobiCRM users (like credit teams or compliance officers) to review and approve requests directly from their inbox. No additional software licenses required.

For example, when a sales rep creates a new enterprise account in MobiCRM, ApproveThis can automatically:

• Route credit applications to finance
• Send contract terms to legal
• Queue implementation specs for operations

All while keeping the sales rep updated through real-time status alerts in both systems.

3. Maintain Continuity Through Team Changes

Field sales turnover averages 35% annually. ApproveThis' vacation delegation and approval thresholds prevent stalled deals during personnel changes. If a regional manager leaves, their pending approvals automatically reroute to designated backups while maintaining full audit trails in MobiCRM.

Real-World Workflows for Different Industries

Construction Materials Supplier

Challenge: Field reps frequently request custom bulk pricing that eroded margins
Solution: MobiCRM opportunity creation → Auto-approve discounts ≤5% → Route higher discounts to regional directors via ApproveThis
Outcome: Reduced margin leakage by $240K annually while maintaining rep autonomy on small deals

Pharmaceutical Sales

Challenge: Compliance required legal review for all HCP engagements
Solution: MobiCRM meeting notes → ApproveThis compliance check → Auto-lock records until approved
Outcome: Achieved 100% audit readiness without slowing down field documentation

Commercial Real Estate

Challenge: Delayed internal approvals caused lost tenant commitments
Solution: MobiCRM offer letters → Parallel approvals (legal, finance, operations) via ApproveThis → Auto-update CRM status
Outcome: Reduced lease approval cycles from 14 days to 38 hours

Technical Setup Made Simple

Connecting ApproveThis and MobiCRM requires three steps in Zapier:

1. Create Zapier triggers for key MobiCRM events (new contact, account, or opportunity)
2. Map CRM data to ApproveThis request templates using calculated fields
3. Configure approval outcomes to update MobiCRM records automatically

Pro Tip: Use ApproveThis' conditional logic to handle different approval paths. For instance, deals under $10K might only need manager approval, while larger deals escalate to executives automatically.

Department-Specific Benefits

Sales Operations

Gain real-time visibility into approval bottlenecks through ApproveThis' dashboard while maintaining MobiCRM as the single source of truth. Automatic escalation rules prevent deals from getting stuck with unavailable approvers.

Finance Teams

ApproveThis thresholds integrate directly with MobiCRM opportunity values, enforcing spending policies without manual oversight. All approvals include immutable timestamps and rationale for audit purposes.

Field Managers

Receive mobile-friendly approval requests that mirror MobiCRM's interface, with one-click access to supporting CRM data. Delegation rules ensure continuous coverage during travel or PTO.

Beyond Basic Approvals

While the Zapier integration handles core automation, ApproveThis adds unique value through:

Calculated Approval Thresholds: Dynamically adjust approval requirements based on CRM data. For example, higher discount approvals might require additional signers during low-revenue quarters.

Compliance Safeguards: Auto-reject requests missing required CRM documentation fields before human review even begins.

Client-Facing Approvals: Let customers approve proposals directly via email while maintaining all records in MobiCRM - perfect for contractors needing client sign-offs at multiple project stages.

The Clock Is Ticking

Every minute spent chasing approvals manually is time your competitors invest in closing deals. With ApproveThis and MobiCRM connected through Zapier, you're not just automating workflows - you're fundamentally changing how field teams operate.

Key implementation notes:

1. Start with high-impact, repetitive approvals (pricing exceptions, contract terms)
2. Use ApproveThis' sandbox environment to test workflows before full deployment
3. Train reps on mobile approval features during existing CRM refreshers

Start your free ApproveThis trial or book a custom integration demo to see how approval automation can transform your MobiCRM workflows in under 48 hours.