ApproveThis manages your Workbooks CRM Integration approvals.

When Your CRM Needs a Decision-Making Sidekick

Let’s be real – CRMs are great at tracking leads and customer interactions, but they’re terrible at handling the “should we?” moments. That’s where pairing Workbooks CRM with ApproveThis gets interesting. We’re talking about automating those awkward email threads where Karen from accounting chases down Steve in sales because nobody can find the original request.

Workbooks CRM keeps your customer data organized. ApproveThis kicks approvals through the right doors without losing track. Together? They turn “Where are we on that client discount?” into a notification you can actually ignore until it’s your turn to vote.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a sweet spot: complex enough to need real processes, but small enough that duct tape solutions actually cost more than proper tools. Here’s where the integration delivers:

• No more approval black holes: That sales discount sitting in someone’s inbox for 3 weeks? Trackable. Enforceable. Less likely to happen.
• External approvals that don’t require buying seats: Clients approving project scope changes? Vendors signing off on PO terms? They get a link, click approve. No new logins.

Example: A 200-person manufacturing company uses Workbooks CRM for customer accounts and ApproveThis for purchase order approvals. Their procurement team saves 11 hours/week by auto-routing POs based on dollar thresholds, while sales still gets real-time updates in their CRM.

Four Ways This Integration Actually Gets Used

1. Sales Leads That Don’t Waste Your Team’s Time

The Problem: Your SDRs are excited. Too excited. Every “maybe” lead gets logged, draining your AE’s time. The Fix: Auto-send new Workbooks CRM leads to ApproveThis. Set rules like “If lead score < 75, require manager approval before assigning”.

Who Cares: Sales ops teams tired of cleaning up junk leads. AEs who want to stop debating lead quality in Slack.

2. Client Onboarding Without the Paperwork Relay

The Problem: New client setup requires 3 internal departments to sign off, but requests get stuck in someone’s vacation inbox. The Fix: When a new org is created in Workbooks CRM, trigger an ApproveThis workflow requiring legal, finance, and delivery team approvals. Bonus: Auto-update the CRM record once approved.

Who Cares: Professional services firms billing $200k+ projects. Missing a compliance checkbox isn’t an option.

3. Invoice Approvals That Don’t Require Hunting Down Receipts

The Problem: AP teams manually checking if invoices match POs, while project managers get CC’d on 12 email chains. The Fix: When an invoice posts in Workbooks CRM, ApproveThis auto-checks against the original PO amount. If it’s within 10%, auto-approve. Over budget? Escalate with one click.

Who Cares: Finance teams who’d rather prevent fraud than chase down $47 overages. PMs who just want to know if they’re cleared to proceed.

4. Turning “Approved” Into Action Without Data Entry

The Problem: Approved contract amendments sit in PDF purgatory instead of updating CRM cases. The Fix: When ApproveThis greenlights a request, Workbooks CRM auto-creates a case with all relevant details. Support teams see the updated terms without digging through emails.

Who Cares: Customer success teams dealing with “But I was promised…” escalations. Legal teams who need audit trails.

Setup That Doesn’t Require an IT Ticket

Using Zapier, connect Workbooks CRM and ApproveThis in 15 minutes:

1. Create a Zapier account (if you don’t have one)
2. Choose your trigger in Workbooks CRM (New Lead, Posted Invoice, etc.)
3. Select the ApproveThis action (Create Request, Update Case, etc.)
4. Map fields between systems – e.g., lead amount in CRM → approval threshold in ApproveThis

Pro Tip: Start with one workflow (like lead approvals) before tackling more complex chains. ApproveThis’ calculated fields let you auto-route requests based on CRM data without manual setup each time.

Features You’ll Actually Use (No Bloat Here)

ApproveThis isn’t trying to replace your CRM. It’s the specialized tool for when Workbooks CRM needs a decision engine:

• Approval Thresholds: Auto-approve discounts under 5%, escalate anything over 15% to the VP. Uses CRM opportunity amounts.
• Vacation Coverage: Sales manager out? Approvals auto-reassign without updating 20 Zapier rules.
• Client-Facing Approvals: Customers approve SOW changes via email. No ApproveThis logins needed, but all records sync back to Workbooks CRM.

Who Wins (Besides Your IT Department)

Sales Teams: Less time justifying discounts, more time closing. Approvals happen in the CRM they already live in.

Operations: Stop being the approval traffic cop. Set rules once, let escalations handle exceptions.

Finance: Audit trails that actually match the CRM data. No more spreadsheet cross-referencing.

Customer Success: Approved feature requests auto-create cases. No more “I thought that was okay’d?”

The Bottom Line (No Fluff)

If your company’s outgrown ad-hoc approvals but isn’t large enough for enterprise solutions, this integration cuts the worst parts of process. It’s not about eliminating human decisions – it’s about eliminating the 17 follow-up emails each decision requires.

Register for ApproveThis and connect your Workbooks CRM account in under an hour. Or, schedule a 15-minute demo to see how approval thresholds work with your existing CRM data.