ApproveThis manages your Sharpify Integration approvals.

Why Sharpify and ApproveThis Work Better Together

Sharpify simplifies deal tracking and contact management for sales teams, while ApproveThis automates approval workflows across departments. When integrated via Zapier, these platforms create a closed-loop system where sales activity directly triggers approvals, and approved requests automatically update CRM records. This eliminates manual handoffs between sales, finance, and operations teams – a common bottleneck in medium-sized businesses.

Key Benefits for Growing Businesses

Combining these tools helps companies:

• Reduce deal cycle time by 40-60% through automated approval routing
• Maintain CRM accuracy with bi-directional data sync

For example, when a sales rep closes a deal in Sharpify, ApproveThis can immediately route contract approvals to legal teams. Approvers receive email notifications with embedded approval buttons – no need to log into Sharpify or learn new software. This is particularly useful when working with external partners who shouldn’t have full CRM access.

Real-World Impact on Revenue Teams

A manufacturing company used this integration to cut their order approval time from 72 hours to 8 hours. Sales reps now trigger bulk order approvals directly from won deals in Sharpify, with automatic escalation to plant managers if not approved within 4 hours. The ops team uses calculated fields in ApproveThis to verify inventory availability during approvals.

Three Core Use Cases That Deliver Results

1. Instant Approval Routing for Closed Deals

How it works: When a deal is marked “Won” in Sharpify, ApproveThis automatically generates an approval request with deal specifics. Approval groups receive email notifications with one-click approve/reject options.

Best for: Companies needing executive sign-off on high-value contracts. A SaaS firm reduced their enterprise deal approval time by 65% using approval thresholds – deals under $25K get auto-approved, others route to the CFO.

2. Turning Approved Requests into Trackable Deals

How it works: New approval requests in ApproveThis (like marketing budget approvals) automatically create draft deals in Sharpify. Sales teams can track these potential opportunities alongside regular leads.

Best for: Professional services firms managing retainer agreements. One legal agency uses this to convert approved client proposals into billable matters within 15 minutes of internal approval.

3. Maintaining Updated Client Records

How it works: When approvals complete in ApproveThis, Sharpify automatically creates or updates contact records using decision details. Approval comments sync to contact notes for context.

Best for: Companies requiring compliance audits. A healthcare supplier meets HIPAA requirements by logging all approval decisions directly in client CRM profiles.

Implementation Guide for Busy Teams

Step 1: Connect both platforms to Zapier using their native integrations (Sharpify | ApproveThis).

Step 2: Choose your primary trigger:
- Start with Sharpify deal updates to drive approvals, or
- Use ApproveThis approvals to update Sharpify records

Step 3: Map critical data points:
- Deal value → Approval thresholds
- Client email → Approval notifications
- Approval comments → CRM activity log

Most teams configure their first workflow in under 20 minutes using Zapier’s pre-built templates.

Department-Specific Advantages

Sales Teams

Reps see real-time approval statuses without leaving Sharpify. Vacation delegation ensures deals keep moving when approvers are out – critical for quarter-end pushes.

Operations Teams

Auto-generated approval audit trails satisfy compliance requirements. Multi-step workflows (e.g., credit check → inventory check → final approval) prevent oversights.

Finance Teams

Conditional logic routes deals based on risk factors. A distributor automatically flags deals with new customers for credit team review, while existing customers get instant approval up to $50K.

Common Pitfalls to Avoid

Do: Use calculated fields for dynamic approval limits (e.g., 10% over last order value)
Don’t: Overcomplicate workflows – start with 2-3 critical approval points
Do: Test email approvals with external partners early in implementation

Getting Started

Approval bottlenecks often hide in handoffs between systems. By connecting Sharpify and ApproveThis, teams maintain momentum from first contact to final approval. The integration works particularly well for:

- Manufacturers managing large custom orders
- Agencies handling client deliverables
- SaaS companies with tiered pricing approvals

Ready to eliminate approval delays? Book a personalized demo or start a free trial to test integration with your Sharpify account.