ApproveThis manages your HubSpot Integration approvals.

When Your CRM and Approval Process Actually Work Together

Let's be real - most companies treat approvals like an afterthought. You've got HubSpot running your marketing ops and sales pipeline, then some janky email chain or spreadsheet "system" for getting sign-offs. This is where deals go to die and budgets get fuzzy. ApproveThis fixes that by plugging directly into HubSpot through Zapier, turning approval workflows into actual processes that don't make your team want to quit.

Why This Combo Works for 50-5,000 Employee Companies

HubSpot's the brain managing your customer data. ApproveThis is the bouncer deciding who gets through the velvet rope. Together through Zapier, they:

• Automatically convert HubSpot triggers (new deals, contact updates) into approval requests
• Push approval decisions back into HubSpot to update records or create new entries

The kicker? External approvers don't need HubSpot licenses. Clients, vendors, or execs can approve/reject via email without you buying more CRM seats.

Four Ways This Integration Actually Moves Needles

1. Sales Teams: No More "Who Approved This Deal?"

When a new $50k deal hits HubSpot, ApproveThis automatically:

• Routes it to Sales Director > CFO based on deal size
• Adds commission calculations using dynamic fields
• Auto-creates the HubSpot deal record once approved

Real impact: A manufacturing company reduced deal approval times from 72 hours to 4 hours by connecting deal approvals to their HubSpot pipeline.

2. Marketing Teams: Budget Approvals That Don't Kill Campaigns

New ad spend request in HubSpot? ApproveThis:

• Checks budget thresholds to auto-approve small spends
• Routes large requests to CMO with creative assets attached
• Updates HubSpot campaign records with approval status

Real impact: A 200-person SaaS company eliminated $12k/month in unapproved ad spends by linking HubSpot campaigns to approval workflows.

3. Client Services: Stop Chasing Clients for Sign-Offs

When HubSpot project timelines change:

• ApproveThis sends email approvals to clients
• Tracks responses without clients needing HubSpot access
• Auto-updates HubSpot project records and service tickets

Real impact: A marketing agency reduced project delay complaints by 40% by giving clients simple email approvals tied to HubSpot timelines.

4. Finance Teams: Purchase Requests That Don't Require Mind Reading

Procurement requests from HubSpot get:

• Auto-routed based on department budgets
• Real-time vendor price comparisons via calculated fields
• Escalated to controllers if over threshold

Real impact: A healthcare provider cut procurement errors by 65% by connecting HubSpot vendor records to approval logic.

Setting This Up Without Losing Your Mind

Three steps even non-techies can handle:

1. Connect the dots in Zapier: Hook up your HubSpot and ApproveThis accounts (takes 2 minutes)
2. Pick your triggers: "New Deal in HubSpot" or "Approved Request in ApproveThis" etc.
3. Set approval rules: Use ApproveThis' drag-and-drop builder to define who approves what and when

Pro tip: Start with one high-impact workflow (like deal approvals) before scaling to other processes.

Why This Isn't Just Another Integration

ApproveThis brings specific firepower to HubSpot users:

• Vacation coverage: Auto-reassign approvals when approvers are OOO
• Approval layers: Require consensus from multiple teams or sequential sign-offs
• Audit trails: Every approval decision timestamped and logged in both systems

Unlike basic HubSpot approval features, this actually handles complex organizational structures common in 100-5,000 employee companies.

Who Actually Benefits From This

Scaling Startups (50-200 Employees)

Problem: Founders still approving every deal. Solution: Auto-route approvals based on deal size with fallbacks.

Established Mid-Market (500-1,500 Employees)

Problem: Departmental approval silos. Solution: Cross-functional approval chains with HubSpot data validation.

Enterprise Lite (2,000-5,000 Employees)

Problem: Inconsistent regional approval processes. Solution: Localized approval rules synced to central HubSpot instance.

Common Objections (And Why They're Wrong)

"We already use HubSpot workflows."
Cool - now add actual approval logic with escalations and legal audit trails.

"Our process is too unique."
ApproveThis handles multi-department approvals, conditional routing, and custom fields. Your process isn't that special.

"We'll set it up later."
Said every company before a major compliance screw-up or deal delay.

How to Not Screw This Up

Do:
- Start with one painful approval process
- Use calculated fields for auto-approvals under $1k
- Set up vacation delegates during onboarding

Don't:
- Try to automate all approvals at once
- Forget to connect historical HubSpot data
- Skip setting approval thresholds (you'll regret it)

Bottom Line

If you're using HubSpot but still handling approvals through email or worse - actual paper - you're leaving deal velocity and compliance on the table. The Zapier integration with ApproveThis isn't magic, it's just workflow basics done right.

Get started with ApproveThis or schedule a live demo to see how it works with your HubSpot setup.