ApproveThis manages your Click Connector Integration approvals.

Let's cut through the usual corporate jargon: approvals suck. They slow down deals, bottleneck projects, and create more email chains than anyone wants to deal with. But what if you could make approvals less painful while actually improving how your teams collaborate? That's where Click Connector and ApproveThis come in.

When Customer Conversations Meet Approval Automation

Click Connector handles your customer comms – tickets, contacts, conversations. ApproveThis handles getting people to actually make decisions. Together through Zapier, they create a system where approvals happen where the work already lives, not in some separate silo your team forgets to check.

No More "Who Approved This?" Moments

Here's the deal: When your sales team adds a new enterprise contact in Click Connector, that should automatically kick off legal review in ApproveThis. When support tags a conversation as "urgent billing issue," that should require manager approval before escalating. This isn't just automation – it's accountability baked into your existing tools.

Real Teams Using This Combo Right Now

Example 1: A 200-person SaaS company routes all new trial signups from high-risk industries through ApproveThis before creating Click Connector contacts. Their sales ops team saved 11 hours/week manually vetting leads.

Example 2: A healthcare tech firm uses approval thresholds – any support ticket requiring more than $500 in credits gets auto-routed to finance via ApproveThis, while all others get handled directly in Click Connector.

Your Three New Favorite Workflows

These aren't hypothetical "maybe someday" use cases – these are Zaps you can build in 15 minutes:

1. "Is This Lead Actually Worth Pursuing?"

The Zap: New Click Connector contact → ApproveThis request to sales lead → Approved? Sync back to Click Connector with "Approved" tag.

Who Cares: Marketing teams tired of sales complaining about lead quality. Now sales managers approve/unapprove right from their inbox, no extra logins needed.

2. "Why Is Support Offering 50% Off Without Checking?"

The Zap: Click Connector conversation tagged "discount request" → ApproveThis workflow to regional manager → Approval triggers custom discount code in Click Connector.

Who Cares: Customer success leads who need to balance empowerment with financial controls. Bonus: ApproveThis tracks every discount given in an audit trail.

3. "Legal Needs to See This Before We Reply"

The Zap: New Click Connector ticket containing specific keywords → ApproveThis request to legal team → Only approved replies get sent.

Who Cares: Compliance officers in regulated industries. All sensitive comms get automatic legal review without slowing down response times.

Setting This Up Without Losing Your Mind

If you can forward an email, you can set this up:

1. Connect Click Connector and ApproveThis in Zapier (takes 2 minutes)
2. Pick your trigger (new contact, tagged conversation, etc.)
3. Map the key fields that approvers need to see
4. Test with a real request (we suggest using "Test approval for pizza budget")

Pro tip: Use ApproveThis's calculated fields to auto-flag high-risk requests. Example: If a Click Connector contact has "enterprise" in their company name but no LinkedIn, require extra approvals.

Why Your Finance Team Will Stop Yelling

Approval thresholds are the unsung hero here. Set rules like:

• Any support discount over $500 → Auto-route to CFO
• Contracts with "NDA" in Click Connector notes → Require legal approval
• New contacts from specific domains → Bypass sales review

These aren't just gates – they're smart filters that let routine stuff flow through while catching exceptions.

The External Approval Hack

Here's what most miss: ApproveThis approvers don't need Click Connector licenses. Client needs to approve a proposal? Add them as external approvers. They get an email, click approve, and it syncs back to Click Connector – no new logins, no added costs.

When Things Go Wrong (Because They Will)

Vacation delegation isn't sexy until your critical approval is stuck with someone's OOO reply. ApproveThis auto-reassigns approvals based on calendars. So that Click Connector ticket about the server outage? Gets approved by the backup engineer without missing an SLA.

What You're Really Solving Here

This isn't about replacing Click Connector – it's about making human decisions keep up with your automated workflows. Every time you prevent one "Wait, who approved this?" fire drill, you're saving hours of damage control.

Getting Started Without the BS

Pick one process that currently gives you heartburn. Maybe it's:

• Client onboarding approvals stuck in Slack
• Support agents offering unapproved discounts
• Sales bypassing contract reviews

Build that single Zap. See how it feels. Then expand. We'll wait.

Ready to stop being the approval bottleneck? Get started with ApproveThis or schedule a 15-minute demo to see real examples from your industry.