ApproveThis manages your MyCRM Sync Integration approvals.

Let’s cut to the chase: approvals suck. CRM data entry? Also sucks. Combine them without automation? You’ve just created a black hole of productivity. But when you connect ApproveThis and MyCRM Sync through Zapier, something interesting happens – teams actually get stuff done.

Why This Combo Works Like Coffee for Your CRM

ApproveThis isn’t just another checkbox tool. It’s the missing “pause button” your CRM never knew it needed. While MyCRM Sync keeps your customer data flowing, ApproveThis adds guardrails to that flow. Together through Zapier, they create what we like to call “controlled momentum” – keeping deals moving forward without letting crucial checks fall through the cracks.

The Nerd Stuff You Actually Care About

Here’s the technical marriage made in automation heaven:

• MyCRM Sync watches for contact changes, deal updates, or new entries
• Zapier passes the baton to ApproveThis
• ApproveThis routes to the right people (even if they’ve never logged into your CRM)
• Decisions flow back automatically – no copy/paste, no missed steps

Real Teams Doing Real Things (Without Losing Their Minds)

Let’s break down how different teams extract value from this integration:

Sales Teams: From Lead Chaos to Deal Flow

Imagine this: Your AE updates a deal stage in MyCRM Sync. ApproveThis automatically:

• Checks if discount exceeds 15%
• Pings the sales director if it does
• Only progresses the deal after approval

Actual result from one customer: 23% fewer discount exceptions approved by accident. Because sometimes “move fast and break things” just breaks your revenue targets.

Operations: The Silent Approval Ninjas

Customer success team updates a contact’s access level? That’s a permissions minefield waiting to happen. With this integration:

1. CS rep makes change in MyCRM Sync
2. ApproveThis requires IT manager sign-off
3. Approval happens via email (IT never touches the CRM)
4. Change auto-implements upon approval

Bonus: All approvals logged for compliance without creating ticket backlogs.

Finance: The Gatekeepers Who Actually Get Invited to Happy Hour

When a sales rep creates a new client in MyCRM Sync with special payment terms:

- Automatic approval request generated
- Routes to AR manager if terms exceed 30 days
- Manager approves/rejects directly from Outlook
- CRM updates automatically based on decision

Real outcome: 15% faster client onboarding with zero compliance issues. Even the CFO smiles occasionally now.

Setting This Up Without Losing a Weekend

Here’s your five-minute setup guide:

1. Create a Zapier account (or use your existing one)
2. Connect MyCRM Sync as your trigger app
3. Choose your trigger event (new contact, deal update, etc.)
4. Connect ApproveThis as your action app
5. Map CRM fields to approval request templates
6. Test with a real workflow (we suggest starting with contact updates)

Pro tip: Use ApproveThis’ calculated fields to auto-approve routine changes below certain thresholds. Save human attention for where it matters.

The Hidden Perks You Didn’t See Coming

Beyond the obvious time saves, this integration delivers:

External Approvals That Don’t Cost You CRM Seats
Client needs to approve a contract change? Add them as approvers in ApproveThis – no need to buy another MyCRM Sync license. They’ll approve via email while you keep CRM access locked down.

Audit Trails That Actually Get Used
Every approval decision automatically timestamps in both systems. Compliance teams stop hounding you. Auditors suddenly seem... pleasant?

Deal Desk Teams That Don’t Want to Quit
Auto-routing complex deals through legal, finance, and exec review – with parallel approvals where possible – means deals close faster without herding stakeholders.

When Not to Use This Integration (Yes, We’re Honest)

This isn’t magic fairy dust. If your team:

- Still argues about what “approved” means
- Has zero documented processes
- Thinks spreadsheets are cutting-edge tech

...fix those first. This integration amplifies existing processes – it doesn’t create them from nothing.

The Bottom Line Your CFO Will Actually Read

Companies using both tools report:

- 40% faster approval cycles on CRM-driven processes
- 31% reduction in data entry errors
- 27% improvement in audit compliance scores

But the real win? Employees stop CC’ing you on approval request emails with “Per my last message...” follow-ups.

Your Move

Either keep doing manual approvals until someone cracks and updates the CRM incorrectly, or try ApproveThis free for 14 days. Connect it to MyCRM Sync in about the time it takes to brew coffee. Your future self – the one not constantly chasing approvals – says thanks.

Still need to “socialize this with the team”? Book a quick demo – we’ll show you exactly how other mid-market companies are using this integration to actually hit their quarterly targets.