ApproveThis manages your Clinchd Integration approvals.

Why Clinchd Teams Need Smarter Approvals

Clinchd transforms sales teams into cohesive units through deal visibility and collaborative tools - until approval bottlenecks strike. Traditional methods force reps to chase managers through endless emails while deals stall. ApproveThis injects structure into this chaos through Zapier-powered automation that respects Clinchd's team-first philosophy.

Consider this: 68% of sales cycles slow down due to approval delays according to CSO Insights. By connecting Clinchd's deal management with ApproveThis' decision automation, teams maintain momentum through:

• Auto-generated approval requests from Clinchd account/contact changes
• Real-time deal updates in Clinchd when ApproveThis decisions finalize

This integration doesn't just connect software - it aligns sales execution with organizational governance.

Key Integration Benefits

ApproveThis complements Clinchd's sales DNA through four strategic advantages:

Accelerated Deal Velocity

When enterprise deals require legal/compliance sign-offs, ApproveThis automatically routes requests based on deal size or risk level. A medical device manufacturer using Clinchd reduced contract approvals from 14 days to 72 hours by setting tiered thresholds:

Deals under $50K: Auto-approved
$50K-$250K: Regional manager + legal review
Over $250K: Escalates to CFO + compliance committee

Cross-Team Accountability

Marketing teams creating Clinchd accounts for ABM campaigns can trigger mandatory sales ops reviews through ApproveThis. Approval groups ensure both sales leadership and operations validate account scoring before pipeline inclusion.

Client-Facing Transparency

External partners approving co-marketing budgets through ApproveThis don't need Clinchd licenses. Email approvals with branded templates keep clients in the loop without platform access.

Real-World Use Cases

1. High-Velocity Account Onboarding

Enterprise SaaS teams using Clinchd often struggle with sales-led account creation. A cybersecurity company eliminated duplicate accounts by triggering ApproveThis workflows whenever reps create Clinchd accounts:

Workflow:
Clinchd account creation → ApproveThis request to sales ops → Auto-check against CRM duplicates → Approved accounts sync to Salesforce

Approvers receive embedded Clinchd account data within ApproveThis, including historical deal context.

2. Compliant Contact Management

Healthcare clients require strict data governance for Clinchd contacts. A pharma manufacturer automated GDPR compliance through:

Clinchd contact creation → ApproveThis legal review → Data validation against consent records → Approved contacts tagged "Compliant" in Clinchd

Denied requests automatically trigger Clinchd contact archiving with audit trails.

3. Bid Committee Coordination

Construction firms using Clinchd for RFP tracking now manage multi-department approvals through calculated fields. ApproveThis automatically:

1. Pulls Clinchd deal size + risk score
2. Calculates required approvers (legal, safety, estimating)
3. Routes parallel approvals with consensus rules
4. Updates Clinchd deal stage upon completion

Late approvals automatically notify Clinchd users to adjust bid timelines.

Implementation Guide

Step 1: Create a Zapier account (free tier available)
Step 2: Connect Clinchd and ApproveThis as Zapier apps
Step 3: Choose trigger/action pairs like:

Sample Workflow: "When Clinchd deal stage changes to 'Contract Review', create ApproveThis request for legal team"

Pro Tip: Use ApproveThis' calculated fields to auto-populate Clinchd deal health scores in approval requests.

Team-Specific Advantages

Sales Leaders

Monitor approval SLAs through ApproveThis dashboards while viewing real-time Clinchd pipeline impacts. Vacation delegation prevents deal stagnation when approvers travel.

Operations Managers

Maintain Clinchd data integrity through approval gates while using webhook triggers to update legacy systems post-approval.

Finance Controllers

ApproveThis thresholds automatically flag high-risk Clinchd deals for review while letting standard renewals auto-approve.

Beyond Basic Automation

ApproveThis adds unique value through features most teams overlook:

Dynamic Routing: Clinchd deals tagged "Enterprise" can require CRO approval regardless of amount
Approval Proofs: Automatically attach signed ApproveThis decisions to Clinchd deal records
Compliance Audits: Generate SOC 2 reports showing Clinchd deal approval chains

Getting Started

Test the integration risk-free with Clinchd sandbox data. ApproveThis offers 14-day trials with prebuilt Clinchd templates for:

- Contract approval workflows
- Discount authorization chains
- Partner onboarding checklists

Ready to eliminate approval bottlenecks? Register for ApproveThis or schedule a custom demo showing Clinchd integration scenarios.