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Atlas Integration

ApproveThis manages your Atlas Integration approvals.

April 17, 2025

Integration Category: Business Intelligence

When Your CRM Grows Up and Needs Adult Supervision

Let's get real - Atlas is killer at mapping your team's network and finding warm leads. But when it comes to actually getting shit approved? You're still chasing down Bob from finance over Slack while accounting loses another invoice in their 1998-era shared drive. That's where ApproveThis comes in like that one organized friend who actually uses their calendar.

We're not here to sell you another "collaboration solution." This is about fixing the 47 approval emails currently rotting in your inbox. Combine Atlas' relationship intelligence with ApproveThis' approval automation, and suddenly you're not just tracking leads - you're moving deals through the pipeline faster than sales can say "Q4 quota."

Why This Isn't Just Another Zapier Gimmick

Most "integrations" are just digital duct tape. This combo actually solves three concrete problems for companies scaling past 100 employees:

1. Approval Amnesia Is Expensive

Atlas tells you exactly which VC to pitch. Great. But when your CMO approves the intro call via email and your bizdev team misses it? That's real money left on the table. ApproveThis locks down decisions in an audit trail that even your most scatterbrained exec can't ignore.

2. Your Data Is Only as Good as Your Laziest Approver

Atlas lives on clean data. ApproveThis ensures every contact update, list addition, or company profile change gets vetted before it corrupts your golden dataset. No more "Oops, I thought that was our client's new email" moments.

3. External Clients ≠ Internal Chaos

Here's the kicker: ApproveThis approvers don't need Atlas licenses. Client needs to greenlight a contract amendment? Vendor demanding PO approval? They get a simple email link while your team keeps working in Atlas. No $50/seat tax for every temp reviewer.

Real Workflows for People Who Hate "Workflow Talk"

Use Case 1: The Boardroom Shuffle (Without the BS)

Scenario: Your bizops team updates a company profile in Atlas after discovering new funding intel.

Old Way: Slack message to COO → forgotten until next board meeting → awkward "Why wasn't this shared?!" moment.

New Normal: Atlas change → auto-approval request → COO approves via email during Uber ride → updated profile syncs with Salesforce before the car arrives.

Who Cares: PE firms tracking portfolio companies. Miss one cap table update and your entire valuation model tanks.

Use Case 2: Stop Letting Randos Into Your VIP Lists

Scenario: Sales development rep adds a "hot lead" to your Atlas investor list.

Old Way: Manager finds out during quarterly review that the "CEO" is actually an intern's cousin.

New Normal: New list member → approval request → BD director checks LinkedIn → rejects with "Tell Jake to stop gaming the KPIs."

Who Cares: Venture studios managing investor syndicates. One unvetted angel in your round can kill the whole deal.

Use Case 3: HR Isn't Your Babysitter

Scenario: Recruiting adds a candidate to Atlas after final interview.

Old Way: Hiring manager ghosts HR → candidate accepts competitor offer → department blames "talent shortage."

New Normal: Candidate added → approval zap → hiring manager gets 24h deadline → auto-escalate to VP if they pull their usual "too busy" crap.

Who Cares: Scaling tech firms where a single engineer hire impacts release timelines.

Setting This Up Without Hiring a Zapier Consultant

If you can order DoorDash, you can handle this:

  1. Grab your Atlas API keys (here's their guide)
  2. Connect Atlas + ApproveThis in Zapier (takes 6 minutes)
  3. Build your first "Company Update → Approval" zap
  4. Set conditional rules in ApproveThis (e.g., >$50k deals need CFO eyes)

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk Atlas updates. Deal size + decision maker's influence score = priority routing.

Department-Specific Wins That Actually Matter

Sales: Stop Losing Deals to Approval Lag

Your AE closes a pilot deal with a Fortune 500 company. Atlas flags the parent company relationship. ApproveThis:

  • Auto-routes based on deal size
  • Pings legal via email if contract edits exceed standard terms
  • Updates Salesforce before the AE finishes their victory coffee

Operations: Vendor Management That Doesn't Suck

Procurement finds a cheaper SaaS alternative in Atlas. Instead of 3 weeks of "Who approves this?":

  • Auto-approval for <$5k/month
  • IT + finance review for security/compliance
  • Contract syncs to Atlas with renewal dates

Executive Team: Actually Sleeping at Night

CEO wants to know if any high-risk partners get added to Atlas. ApproveThis:

  • Flags companies in sanctioned regions
  • Requires C-suite approval
  • Auto-archives rejected entries with audit notes

This Isn't Just About Saving Time (Though You Will)

Yeah, you'll shave 11 hours/week off approval delays. But the real win? Predictable processes that scale without adding more middle managers.

ApproveThis features that play nice with Atlas:

  • Vacation Delegation: CMO on leave? Approvals auto-reassign without exposing their Atlas login
  • Threshold Escalations: Deals over $250k? Skip junior approvers entirely
  • Approval Groups: Make BizDev + Legal jointly own partner vetting

Bottom Line: Your Data Stack Should Work, Not You

Atlas finds the opportunities. ApproveThis ensures they don't die in committee. Together, they're like giving your GTM team adderall without the side effects.

If your approval process still involves typing "Approved" into email threads, you're basically leaving money on the table. But hey, your competitors will appreciate it.

Book a 15-minute demo or start a free trial. Worst case? You finally kill those "Did you approve this?" standup updates.

🥳

Integrate with Atlas 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.

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Best Approval Workflows for Atlas

Suggested workflows (and their Zapier components) for Atlas

Create approval requests for updated companies

When a company is updated in Atlas, this integration creates a new approval request in ApproveThis to review the changes. It immediately triggers an approval process to ensure that modifications meet organizational standards. *Note: Configure approval routing in ApproveThis as needed.*

Zapier Components

Atlas Logo

Trigger

Company Updated

Triggers when a company is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create persons for new approval requests

When a new approval request is initiated in ApproveThis, this automation creates a person in Atlas to reflect the approved data. It ensures that person records are accurately added as soon as approvals are received. *Note: Map approval request fields to Atlas person details accordingly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Atlas Logo

Action

Create Person

Creates a person.

Create approval requests for new list members

When a new member is added to a list in Atlas, this integration sends an approval request through ApproveThis to verify membership changes. It streamlines monitoring list updates and maintains data integrity. *Note: Ensure list member data is correctly mapped between Atlas and ApproveThis.*

Zapier Components

Atlas Logo

Trigger

List Member Added

Triggers when a person is added to a list.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update persons for completed approval requests

When an approval request is approved or denied in ApproveThis, this integration updates the corresponding person record in Atlas. It ensures that records reflect the latest approval outcomes for accurate data management. *Note: Verify mapping of approval status to Atlas person fields.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Atlas Logo

Action

Update Person

Update a person.