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Livespace Integration

ApproveThis manages your Livespace Integration approvals.

April 17, 2025

Integration Category: Crm

When Your CRM and Approvals Actually Talk to Each Other

Let's be real: most sales teams operate like a bad game of telephone. Deals get stuck waiting for sign-offs, finance ghosts your urgent requests, and nobody can find the latest contract version. Livespace keeps your sales pipeline moving, but what happens when deals need human decisions? That's where ApproveThis comes in – not with more bureaucracy, but with actual structure.

Combine Livespace's deal-tracking muscle with ApproveThis' approval automation, and you get something rare: a sales process that doesn't rely on chasing down VPs in the parking lot. We're talking automatic escalations when deals stall, budget approvals that don't require 12 forwarded emails, and external partners who can greenlight things without getting access to your whole CRM.

Why This Isn't Just Another "Integration"

Most Zapier integrations just shuffle data between apps. This one actually fixes broken processes. Here's why:

  • Approvers don't need Livespace logins: Your client's legal team can approve contracts via email without seeing your entire deal pipeline.
  • Deals move based on rules, not egos: Auto-route approvals based on deal size, client tier, or which sales rep pissed off finance last quarter.

Example: A mid-market SaaS company uses approval thresholds. Deals under $25K auto-approve, $25-100K need sales director review, and anything above triggers a CFO alert. Livespace tracks the pipeline, ApproveThis handles the politics.

Use Cases That Don't Suck

For Sales Ops: Stop Being the Approval Babysitter

The Problem: Your reps close deals, then spend days waiting for internal sign-offs while the client gets cold feet.

The Fix: When a Livespace deal reaches "Contract Sent" stage, ApproveThis pings legal via email. If they don't respond in 24hrs, it escalates to their second-in-command. Approved? Livespace auto-updates to "Closed-Won". Denied? Task gets created for the rep with notes.

Real-world impact: A 200-person cybersecurity firm reduced approval delays by 68% by linking deal stages to approval SLAs.

For Finance: No More "Oops, We Overspent"

The Problem: Sales offers discounts without checking margins, or procurement buys tools the team already has.

The Fix: Any Livespace deal with >15% discount triggers an ApproveThis workflow calculating projected ROI. If numbers look fishy, it demands justification from the rep before finance ever sees it.

Pro tip: Use ApproveThis' calculated fields to auto-flag deals that dip below your target margins. Finance teams love this. Sales teams... learn to love it.

For External Partners: Collaborate Without the Cluster

The Problem: Client needs to approve deliverables, but you don't want them in your CRM.

The Fix: When a project hits a milestone in Livespace, ApproveThis emails the client a simple approve/reject link. Their response updates Livespace automatically. No accounts, no passwords, no accidental data leaks.

Setting This Up Without Losing Your Mind

Zapier's the glue here. You'll need:

  1. A Livespace account (obviously)
  2. ApproveThis set up with your approval chains
  3. 10 minutes to build these Zaps

Most teams start with two key automations:

Zap 1: "New high-value deal in Livespace → Approval request with ROI calc → Notify sales director"

Zap 2: "Approved contract in ApproveThis → Update Livespace deal stage → Auto-create implementation project"

Pro move: Use ApproveThis' vacation delegation so approvals never get stuck when someone's OOO. Sales cycles don't care about your PTO.

Why Your Current Process is Failing

If you're using email for approvals, you're basically relying on people's spam folders. If you're using Livespace alone, you're missing enforcement. This integration fixes three specific breakdowns:

1. The "Who's Responsible?" Black Hole: ApproveThis forces clear ownership. If a deal needs CMO sign-off, it goes directly to them with a deadline. No more CC'ing entire departments.

2. The "Forgot to Update CRM" Syndrome: Approval statuses automatically update Livespace. Your pipeline metrics stay accurate without nagging reps.

3. The "We Have Tools But Still Use Spreadsheets" Joke: Custom fields in ApproveThis sync with Livespace data. No more copying deal details into approval tickets.

Teams That Actually Benefit (Not Just Sales)

Customer Success: Client requests major scope change? Livespace task → ApproveThis → CS director approval → auto-update contract value.

Procurement: New vendor request in Livespace? Route through legal/compliance checks in ApproveThis before PO creation.

Channel Partners: Deal registration approvals with external resellers. They approve via email, you get notified in Livespace without sharing internal systems.

The Part Where We Tell You What to Do Next

If your sales team has ever missed quota because of approval delays, or if finance keeps vetoing deals at the last minute, this isn't just some "nice to have" integration. It's damage control.

ApproveThis isn't about adding more steps – it's about making the necessary steps suck less. Livespace already knows where your deals stand. Now make those deals actually close.

Get started with ApproveThis (free trial available), or if you're the skeptical type, book a 15-minute demo. We'll show how to set up your first Livespace automation, no sales fluff included.

🥳

Integrate with Livespace 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.

Learn More

Best Approval Workflows for Livespace

Suggested workflows (and their Zapier components) for Livespace

Create companies in Livespace for new approval requests in ApproveThis

Streamline your onboarding process with this integration. Whenever a new approval request is initiated in ApproveThis, a new company record is automatically created in Livespace, ensuring that no potential lead is missed. *Note: Ensure that approval criteria are clearly defined to avoid unnecessary entries.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Livespace Logo

Action

Create Company

Creates a new company.

Create approval requests in ApproveThis for changed deal statuses in Livespace

Ensure that critical deal status changes undergo proper scrutiny. When a deal status changes in Livespace, automatically generate an approval request in ApproveThis to evaluate the next steps and maintain control over your sales pipeline. *Note: Customize your ApproveThis templates to reflect urgency and importance of deal stages.*

Zapier Components

Livespace Logo

Trigger

Change in Deal Status

Triggers when deal status is changed.

Action

Create Request

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

Create new deals in Livespace for approved requests in ApproveThis

Automate your sales process by linking approvals directly to deal creation. When a request is approved in ApproveThis, trigger the creation of a new deal in Livespace, ensuring immediate action post-approval and reducing downtime. *Note: Align deal creation templates with approval request details to ensure seamless transitions.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Livespace Logo

Action

Create Deal

Creates a new deal.

Create approval requests in ApproveThis for new deals in Livespace

Enhance decision-making with structured approval workflows for new deals. Each time a new deal is added in Livespace, an approval request is automatically generated in ApproveThis, ensuring due diligence is applied before finalizing the deal terms. *Note: Consider setting threshold values for automatic approval escalation.*

Zapier Components

Livespace Logo

Trigger

New Deal

Triggers when a new deal is added.

Action

Create Request

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

Create approval requests in ApproveThis for new tasks in Livespace

Maintain task prioritization with approvals. When a new task is added in Livespace, create an approval request in ApproveThis to validate and prioritize accordingly, ensuring that tasks align with business goals. *Note: Set up specific approval paths for high-priority tasks.*

Zapier Components

Livespace Logo

Trigger

New Task

Triggers when a new task is added.

Action

Create Request

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