ApproveThis manages your Synergy! Integration approvals.

When Your CRM and Approvals Actually Talk to Each Other

Let's be real – most CRMs are terrible at handling approvals. Synergy! keeps your customer data organized, but when you need sign-offs on new accounts or contract changes? Cue the email chains, Slack pings, and "Who approved this?!" meetings. ApproveThis fixes that by adding structured approvals directly into your CRM workflows through Zapier. No more herding cats for sign-offs – just actual work getting done.

Why This Combo Doesn't Suck

Synergy! stores your customer data. ApproveThis handles the bureaucratic red tape. Together? You get:

• Fewer "Oops" Moments: Every new customer profile or contract change gets reviewed by the right people – no exceptions.
• Less App Switching: Approvers don't need to log into Synergy!. They click "Approve" in their email, and it updates both systems.
• Paper Trails That Don't Lie: See exactly who approved what customer update and when. Great for audits, better for blaming the right person.

Real Uses for Real Companies

Here's how mid-sized companies actually use this integration:

Use Case 1: New Customer Onboarding That Doesn't Take a Week

The Problem: Sales teams create customer profiles in Synergy!, but finance needs to verify credit terms, legal checks contracts, and everyone drags their feet.

The Fix: Auto-create approval requests in ApproveThis whenever Synergy! gets a new customer entry. Route to finance, legal, or whoever needs to sign off – with deadline reminders. Bonus: ApproveThis' calculated fields auto-flag high-risk deals that need extra scrutiny.

Who Cares:

Marketing Agencies: Stop starting campaigns for clients who haven't signed the damn contract yet.
Manufacturers: Ensure new distributors meet minimum order requirements before adding them to the system.

Use Case 2: History Edits That Don't Start Office Conspiracies

The Problem: When someone updates a customer's purchase history in Synergy!, nobody knows if it's a typo fix or someone fudging numbers.

The Fix: Any change to Synergy! history records triggers an ApproveThis workflow. Require notes explaining the edit, and route to department heads. Approval groups let you require consensus from multiple managers if the change is over $10k.

Who Cares:

Healthcare Providers: Track who approved changes to patient billing histories.
Enterprise Sales Teams: Audit any modifications to deal sizes in the pipeline.

ApproveThis Features You'll Actually Use

We're not here to sell you AI blockchain approval magic. Just tools that work:

Email Approvals: External partners approve directly from their inbox – no Synergy! login needed.
Vacation Delegation: Auto-reassign approvals when your CFO is hiking the Alps.
Thresholds: Auto-approve small contract amendments, but escalate anything over $50k.
Calculated Fields: Auto-calculate credit risk scores in approval requests based on Synergy! data.

Setting This Up Without Calling IT

If you can make a Zapier account, you can do this:

1. Connect Synergy! and ApproveThis to Zapier (takes 2 minutes)
2. Pick a trigger: "New Customer" or "History Updated" in Synergy!
3. Map Synergy! data to an ApproveThis request template
4. Set who approves what – teams, individuals, or automatic rules

Done. Test it by creating a test customer in Synergy!. If your CEO gets an approval email within 5 minutes, you win.

Why Different Teams Won't Hate This

Sales: Less time chasing approvals = more time closing deals. Plus, legal can't hold up simple contracts anymore.
Finance: Auto-flag high-risk customers before they're added to Synergy!. Say goodbye to collections nightmares.
Operations: Know exactly which warehouse changes were approved, and by whom. No more inventory ghosts.
IT: Fewer "I can't approve this!" tickets. Everyone uses the same system.

No, You Don't Need More Software Licenses

Here's the kicker: Approvers only need an email address. Your external vendors, clients, or that exec who refuses to learn Synergy! can approve requests without a login. You control who gets access to what data in the approval request itself.

This Isn't a Magic Bullet (But It's Close)

If your approval process is a tangled mess, this won't fix your terrible policies. But if you just need to stop decisions from getting stuck in app limbo? Connect Synergy! and ApproveThis via Zapier, and watch things actually move forward.

Next Steps for People Who Hate Wasting Time

Register for ApproveThis – free trial, no credit card. Or book a 15-minute demo where we'll show how to clean up your Synergy! approval mess. Your choice.