When Your CRM Finally Talks to Your Approval System
Let's be real – most CRMs are great at telling you what's happening in your sales pipeline, but terrible at actually making things happen. That's where slapping ApproveThis onto Salesflare turns your CRM from a fancy Rolodex into an actual decision-making machine. We're talking about cutting approval wait times from "I'll get to it next quarter" to "done before your coffee gets cold."
Why This Pairing Works Like Whiskey and Bad Decisions
Salesflare's the smartass intern that organizes your contacts and predicts deals. ApproveThis is the no-bullshit operations manager that actually gets signatures on dotted lines. Together? They automate the bureaucratic crap that makes sales teams want to rage-quit.
Key Integration Superpowers:
- Automatic paper trails: Every approval gets logged in Salesflare so you're not playing detective when deals stall
- External approvers that don't cost you $50/seat: Clients can approve stuff without you buying them CRM licenses
Real-World Use Cases That Don't Suck
1. When New Leads = Instant Internal Alerts
The problem: Your SDRs are out there crushing it, but new leads get stuck in legal/compliance purgatory for weeks.
The fix: Set up a Zapier automation where Salesflare triggers an ApproveThis workflow the second a new high-value lead hits the CRM. Legal gets an email they can approve/reject without logging into anything. Approved? Deal automatically moves to "qualified" in Salesflare.
Who this saves: Medtech companies where every new distributor needs compliance checks, agencies onboarding enterprise clients with NDAs.
2. Price Exceptions That Don't Require 17 Slack Threads
The problem: Your AE needs to offer 15% off to close a deal, but finance won't respond to their emails.
The fix: Create an ApproveThis template with built-in profit margin calculations. When the AE updates the opportunity amount in Salesflare, ApproveThis automatically pings the right finance approver based on discount thresholds. Approved discounts auto-update the Salesflare deal terms.
Who this saves: SaaS companies with usage-based pricing, manufacturers dealing with raw material cost fluctuations.
3. Client Onboarding That Doesn't Make You Want to Cry
The problem: New client gets added to Salesflare, but they're stuck in "contract pending" hell for a month.
The fix: Trigger an ApproveThis legal review workflow when Salesflare marks a deal as "closed-won." External counsel gets emailed PDFs for review, their comments sync back to Salesflare notes. Bonus: Use ApproveThis' version control so you're not comparing 14 different Word docs.
Who this saves: MSPs managing client SLAs, consulting firms with complex SOWs.
Department-Specific Wins
Sales Teams:
Stop babysitting deals through approval processes. Your Salesflare pipeline actually reflects real decision timelines instead of wishful thinking.
Finance Nerds:
Enforce approval chains without being the bad guy. Set conditional rules in ApproveThis so only exceptions hit your desk, with all context pulled from Salesflare data.
Ops Managers:
Two words: audit trails. Every approval is timestamped with decision notes. Try getting that from your current "approve via Slack emoji" system.
Setting This Up Without Losing Your Mind
1. Pick your pain point: Start with ONE process that's currently manual (contract approvals, discount requests, etc)
2. Map the triggers: "When X happens in Salesflare (new contact, deal stage change, etc), do Y in ApproveThis"
3. Test with cheap champagne: Run a live deal through the system. If it works without 47 follow-up emails, celebrate. If not, tweak and repeat.
Pro tip: Use ApproveThis' calculated fields to auto-flag deals needing special attention (e.g., discounts over 20%, contracts with non-standard clauses).
Why This Isn't Just Another "Integration"
Most CRMs bolt on approval features like an afterthought. Salesflare stays focused on being an killer CRM. ApproveThis does the bureaucratic heavy lifting without making you Frankenstein some janky solution together. The magic happens in the handoff:
- Salesflare tracks what needs to happen
- ApproveThis handles who needs to sign off
- Zapier keeps them talking without IT involvement
It's like having a sales coordinator who actually shows up to work.
Bottom Line for Companies Over 50 Employees
If your sales cycle involves more than two people saying "yes," you're already losing money to approval delays. This integration isn't about being fancy – it's about eliminating the "waiting on..." status updates that tank deal velocity.
Next steps:
- Register for ApproveThis (free 14-day trial, no CC required)
- Check out Salesflare if you're still using Salesforce like it's 2012
- Or just book a 15-minute demo to see how approvals can suck less
Either way, stop letting internal paperwork slow down external revenue.
Integrate with Salesflare 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 Salesflare
Suggested workflows (and their Zapier components) for Salesflare
Create opportunities for new ApproveThis requests
Streamline your lead generation by automatically creating new opportunities in Salesflare every time a new approval request begins in ApproveThis. Enhance your CRM management by seamlessly integrating approval workflows and opportunity tracking.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Opportunity
Creates a new opportunity.
Create ApproveThis requests for new Salesflare opportunities
When a new opportunity arrives in Salesflare, automatically create an approval request in ApproveThis to streamline decision-making. This automation keeps your sales and approval processes aligned.
Zapier Components
Trigger
New Opportunity
Triggers when a new opportunity has arrived.
Action
Create Request
Creates a new request, probably with input from previous steps.
Initiate ApproveThis requests for new contacts
Automate your business approval processes by creating an ApproveThis request whenever a new contact is added in Salesflare. This ensures that all new contacts undergo necessary reviews, enhancing data integrity and accountability.
Zapier Components
Trigger
New Contact
Triggers when a new contact is added.
Action
Create Request
Creates a new request, probably with input from previous steps.
You'll ❤️ these other ApproveThis integrations
-
Archie CRM
Published: April 17, 2025Archie is a CRM software suite developed in the Netherlands.
-
Verloop
Published: April 17, 2025Verloop is an AI-powered, smart conversational marketing and sales platform.
-
Albi
Published: April 17, 2025Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.