Two Tools Walk Into a Recruiting Department...
Let's cut through the HR tech stack noise. Crelate handles your candidate pipelines like a pro. ApproveThis kicks approval bottlenecks in the teeth. Together? They're the unsexy-but-essential power couple your hiring process needs.
Think of it this way: Crelate is your eagle-eyed scout finding top talent. ApproveThis is the no-nonsense office manager making sure everyone signs off on decisions before you miss your hiring window. Connect them through Zapier, and you've just automated the corporate equivalent of herding cats.
Where Crelate Ends and ApproveThis Begins
Crelate's great at tracking candidates through your pipeline. But when you need to:
- Get sign-off on new job requisitions from three department heads
- Approve contract terms with a client company
- Greenlight a signing bonus that's 5% over budget
...that's where ApproveThis takes the wheel. We handle the decision-making gridlock that happens after you've found the perfect candidate.
The kicker? Approvers don't need Crelate licenses. Perfect when you're dealing with external clients or budget-conscious departments allergic to new software subscriptions.
Real-World Use Cases That Don't Suck
1. Job Requisitions That Don't Die in Committee
The Problem: Your recruiting team finds a purple squirrel candidate. Too bad the job req's stuck waiting for approvals from three VPs who can't find the Outlook meeting invite.
The Fix: Automatically create ApproveThis requests whenever a new job pops up in Crelate. Set sequential approvals with dollar-amount thresholds - department head first, then finance, then legal. If the salary's under $150k? Auto-approve. Over? Escalate to CFO.
Who Cares: Staffing agencies needing client approvals fast. Tech companies where engineers won't stop asking "is the req approved yet?" every 12 hours.
2. Client Contracts That Actually Move Forward
The Problem: Your sales team closed a deal. Now the contract's bouncing between their legal team, your legal team, and a procurement manager who's always "in meetings."
The Fix: Trigger ApproveThis workflows when Crelate company profiles update. New client terms added? Route for review with calculated fields showing contract value vs. risk thresholds. Use approval groups so either legal lead can sign off, not both.
Who Cares: Professional services firms managing multiple client stakeholders. Healthcare recruiters dealing with compliance-heavy contracts.
3. Candidate Experience That Doesn't Make You Look Like Amateurs
The Problem: Your top candidate accepts the offer... then waits 9 days for HR to approve the start date because someone's on vacation.
The Fix: Auto-create Crelate contacts from approved requests. Approved start date in ApproveThis? Push it to Crelate with vacation delegation ensuring backups approve delays. Send candidate updates through Crelate only after full approval.
Who Cares: High-volume recruiters. Companies in competitive markets where candidates ghost at the first sign of disorganization.
Setting This Up Without Losing Your Mind
1. Connect the Dots: Create your Zapier account if you're among the 3 companies that don't have one yet.
2. Pick Your Trigger: Choose Crelate events like "New Job" or "Company Updated."
3. Build Your Approval Logic: Map Crelate data to ApproveThis fields. Set thresholds - maybe auto-approve reqs under $50k, require CFO sign-off over $200k.
4. Test Like You Mean It: Create a test job in Crelate. If it doesn't trigger an approval request within 2 minutes, check your Zapier history. (We both know it'll work, but pretend to be thorough.)
Pro Tip: Use ApproveThis's calculated fields to automatically flag reqs that exceed department budgets pulled from your Crelate custom fields.
Who Benefits (Besides Your Sanity)
HR Teams:
Stop playing telephone between hiring managers and finance. Set approval chains where marketing director approves creative roles, CTO approves tech hires. Bonus: Audit trails when someone inevitably asks "who approved this?"
Operations:
Those "urgent" contract approvals that always come in at 4:45 PM Friday? Automatic routing with SLA tracking. See which department leads consistently delay approvals (looking at you, legal).
Leadership:
Get real-time dashboards showing approval bottlenecks. Discover that VP who takes 6.2 days to approve reqs vs. the 2-day average. Make informed decisions without interrogating your team.
Why This Isn't Just Another Integration
Most approval tools treat every request the same. ApproveThis adds context from Crelate:
- Auto-escalate high-priority roles based on Crelate pipeline data
- Adjust approval SLAs based on candidate's current employer (FAANG companies move fast)
- Attach Crelate candidate profiles to approval requests automatically
Meanwhile, Crelate becomes more than just a database. Approved reqs trigger automated candidate searches. Closed approvals auto-update client records. It's workflow symbiosis.
The Part Where We Tell You What to Do Next
If you're still manually forwarding approval emails or worse - using printed forms - this is your intervention.
Register for ApproveThis, connect your Crelate account via Zapier, and set up one approval flow this week. Pick your most annoying process - the one where someone always claims they "didn't get the email."
Or if you prefer hand-holding, book a demo. We'll show how to configure conditional approvals based on Crelate data without putting you on a sales guilt trip.
Final Reality Check
This isn't "digital transformation" buzzword stuff. It's practical automation for companies that:
- Have multiple teams touching hires/contracts
- Deal with external clients who can't use your tools
- Are tired of candidates slipping away because approvals take forever
Approvals shouldn't be where deals go to die. With Crelate and ApproveThis talking through Zapier, they become the silent engine that keeps things moving while you focus on actual work.
Integrate with Crelate 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 Crelate
Suggested workflows (and their Zapier components) for Crelate
Create ApproveThis requests for new Crelate jobs
Quickly manage newly created jobs by automating approval requests in ApproveThis whenever a job is added in Crelate. This integration is ideal for businesses seeking expedited approval processes for job postings.
Zapier Components
Trigger
New Job
Triggers when a job is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Add Crelate contacts from new ApproveThis requests
Efficiently manage your contacts by automatically adding new contacts in Crelate when an approval workflow is initiated in ApproveThis. This keeps your contact list updated and organized seamlessly.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Contact
Creates a new contact.
Initiate ApproveThis requests for updated Crelate companies
Ensure compliance and quality by starting approval workflows in ApproveThis whenever a company's information is updated in Crelate. This helps maintain data accuracy and stakeholder alignment.
Zapier Components
Trigger
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Action
Create Request
Creates a new request, probably with input from previous steps.
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