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iClosed Integration

ApproveThis manages your iClosed Integration approvals.

April 17, 2025

Integration Category: Scheduling

Let's be real: approval processes are where good ideas go to die a slow death. Especially when your sales team's trying to move fast. Between chasing down sign-offs in emails and losing track of which deal needs what, it's a miracle anyone hits quota.

Why This Combo Doesn't Suck

ApproveThis isn't just another checkbox tool. When you plug it into iClosed through Zapier, it becomes the traffic cop your sales process actually needs. We're talking about automating the bureaucratic crap so your team can focus on closing deals, not chasing managers.

Three Ways This Actually Matters

1. No more "Who approved this?" BS: Every call booked in iClosed can auto-trigger an approval chain in ApproveThis. Legal wants to vet enterprise demos? Done. Need regional manager sign-off for custom pricing? Sorted.

2. Approval status updates that don't require a PhD: When a lead status changes in iClosed, ApproveThis can force a quick review. No more junior reps accidentally marking dead leads as "hot" because they fat-fingered the CRM.

3. Paper trails that won't make auditors cry: Every approved/denied request in ApproveThis auto-logs in iClosed. When Q4 hits and everyone's pointing fingers about missed targets, you've got receipts.

Real-World Uses That Don't Feel Like Corporate Fluff

For SaaS Companies: Kill Rogue Discounts

Your AE books a demo for a 500-seat deal in iClosed → ApproveThis pings the sales director + legal. Until both approve, the demo stays unconfirmed. No more "I thought you cleared the 40% discount!" clusterfucks.

Commercial Real Estate: Stop Overpromising Spaces

Broker schedules a tenant walkthrough in iClosed → Property manager gets an ApproveThis email with square footage specs. They can approve or kill the showing in two clicks from their phone. No more double-booking the same floor.

Manufacturing Reps: Quit Blowing Delivery Dates

Sales guy marks an order as "rush" in iClosed → ApproveThis routes to production lead. If the line can't handle it, they deny with a reason that auto-logs in both systems. Customer gets realistic timelines before they sign.

The Nerd Stuff You Actually Care About

Approval Thresholds: Set it so deals under $10K auto-approve, anything bigger needs VP eyes. iClosed deal size determines the ApproveThis workflow - no manual routing.

Vacation Coverage That Works: When your sales ops manager is out, ApproveThis auto-reassigns their approvals to the backup. No more digging through OOO emails to see who's covering.

External Clients Can Approve Without iClosed Access: Vendor needs to sign off on co-marketing spend? They get an ApproveThis email - no iClosed license required. You see the status update in iClosed automatically.

Setting This Up Without Losing Your Mind

1. Pick Your Battles: Start with one iClosed trigger that's causing actual pain. Usually it's the "New Call Booked" or "Lead Status Changed" triggers.

2. Zapier Does the Heavy Lifting: Connect iClosed to ApproveThis in Zapier. It's drag-and-drop - if you can use Netflix, you can do this.

3. Test on Small Stuff: Run a pilot with your least dramatic sales rep. Once approvals flow between systems without human babysitting, roll it out team-wide.

Why Your CFO Won't Hate This

ApproveThis doesn't charge per approver. Your iClosed power users need licenses, but the execs approving deals? They just click email links. No $50/user/month fee for someone who approves three things a quarter.

When to Use This vs. When to Keep Walking

Good Fit: Teams where deals need 2+ approvals (legal, finance, etc.) or when tracking audit trails matters. If you've ever had a deal fall through because someone "forgot" to get sign-off, this pays for itself.

Bad Fit: Companies where one person approves everything anyway. If your "process" is the CEO texting 👍, maybe stick with Post-It notes.

Bottom Line for Busy People

ApproveThis + iClosed via Zapier is about removing excuses. When sales ops can prove approvals happened on time, when reps stop wasting hours chasing signatures, when clients get accurate info because approvals enforce process - that's when you actually scale.

It takes about 20 minutes to set up the first workflow. If you can't spare that to prevent one blown deal this quarter, we can't help you.

Get Started Free (no credit card) or book a 10-minute demo if you like seeing proof before committing.

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Integrate with iClosed 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 iClosed

Suggested workflows (and their Zapier components) for iClosed

Create approval requests for new iClosed calls

Automate your call workflow by creating approval requests in ApproveThis whenever a new call is booked in iClosed. This helps ensure each call is reviewed and approved for optimal efficiency. *Note: Ensure all approval workflows are set up in ApproveThis before activation.*

Zapier Components

iClosed Logo

Trigger

Contact Call Booked

Triggers when a new call is scheduled in iClosed.

Action

Create Request

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

Log call outcomes for approval

Effortlessly send call outcomes from iClosed to ApproveThis for approval requests, ensuring each outcome is reviewed for quality and accuracy. This streamlines the decision-making process and improves reporting capabilities.

Zapier Components

iClosed Logo

Trigger

Call Outcome

Triggers when an outcome of a call is added in iClosed.

Action

Create Request

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

Submit approval for lead status changes

Initiate approval requests in ApproveThis for any changes in lead status from iClosed. This automation ensures every status change is validated and fits strategic goals. *Note: Set clear approval criteria to streamline this process.*

Zapier Components

iClosed Logo

Trigger

Lead Status Changed

Triggers when the status of a lead/contact is changed in iClosed.

Action

Create Request

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

Add new approval requests as iClosed contacts

Automatically create contacts in iClosed for each new approval request received in ApproveThis. This integration optimizes your contact management by ensuring all key approvals are represented in your contact list.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

iClosed Logo

Action

Create Contact

Create a contact in iClosed app

Generate orders from approved requests

Seamlessly generate orders in iClosed whenever a request is approved in ApproveThis. Enhance your order processing by ensuring that only approved requests create orders, reducing errors and aligning with business strategy.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

iClosed Logo

Action

Create Order

Create a order here