ApproveThis manages your RevBoss Integration approvals.

Two Tools, One Goal: Less Chaos, More Closed Deals

Let’s cut to the chase: approval bottlenecks are where sales momentum goes to die. Your RevBoss team is out there finding hot leads, building pipeline, and then… everything grinds to a halt waiting for someone to sign off on a discount, approve a custom proposal, or greenlight outreach to a high-value prospect. That’s where ApproveThis comes in – not as another app to manage, but as the missing link between your sales hustle and your company’s need for oversight.

When you connect RevBoss (your sales engine) with ApproveThis (your approval system) through Zapier, you’re not just automating workflows – you’re removing the kind of friction that makes sales teams want to scream into their coffee. We’re talking about turning days-long approval waits into a 15-minute email review. About making sure legal actually sees that contract addendum before the prospect loses interest. And doing it all without requiring your CFO to learn yet another software tool.

What Each Tool Brings to the Table (And Why They’re Better Together)

RevBoss does the heavy lifting of finding prospects and managing outreach. It’s where your team identifies who to target, tracks engagement, and pushes leads through the funnel. But when deals require approvals – custom pricing, special terms, cross-departmental resources – that’s where things traditionally fall apart. Sales reps chase down managers via Slack, legal misses emails, and deals stall.

ApproveThis solves the “herding cats” problem of getting decisions made. With features like conditional approval paths (auto-approve discounts under 10%, escalate anything over to execs), email-based approvals (no logins required), and real-time tracking, it’s built for speed. But here’s the kicker: ApproveThis doesn’t replace your CRM or sales tools – it plugs into them. Which means your sales team keeps working in RevBoss, approvers stay in their inboxes, and nobody’s wasting time jumping between platforms.

Real-World Use Cases That Actually Move the Needle

1. Auto-Generate Approval Requests for High-Stakes Prospects

Picture this: Your RevBoss setup flags a prospect from a Fortune 500 company. This is big – maybe too big for a junior rep to handle without oversight. With the integration, you can automatically:

• Create an approval request in ApproveThis when a lead hits certain criteria (e.g., company size, budget, engagement level)
• Route it to the right sales director based on territory rules
• Attach key RevBoss data (email opens, call recordings) to the approval for context

Who this helps: Mid-market SaaS companies where enterprise deals require legal or finance sign-off. Instead of reps guessing who needs to approve what, the system auto-routes requests with all necessary context.

2. Instant CRM Updates When Approvals Happen

Here’s a classic time-waster: Your sales ops team manually updating RevBoss records every time a deal gets approved. With the Zapier integration:

• When a deal is approved in ApproveThis, RevBoss automatically tags the lead as “Approved – Ready for Contract”
• If denied, the lead gets moved to a “Re-Engagement” campaign with revised terms
• All without anyone copying/pasting data or sending “Hey, did this get approved?” follow-ups

Who this helps: Scaling startups where sales ops is drowning in admin work. Now approvals trigger CRM updates instantly, keeping pipelines accurate and forecastable.

3. Shutting Down Stale Leads Without the Awkward Chase

Nothing’s worse than a sales rep blowing up Slack because they don’t know if they can discount a dying deal. Set up an automation where:

If a RevBoss lead hasn’t engaged in 14 days, ApproveThis pings the rep’s manager to approve a final discount or suppression. If no approval happens in 48 hours, the lead automatically gets tagged in RevBoss as “Closed – No Approval” and removed from active campaigns. Clean break, no drama.

Who this helps: Agencies and consultancies juggling multiple client projects. Stops wasted effort on dead-end leads and gives managers control without micromanaging.

Setting This Up Without Losing Your Mind

Here’s the beauty of using Zapier – you’re not building some fragile Rube Goldberg machine. Three steps:

1. Pick your trigger: “When X happens in RevBoss” (new lead, status change, etc.)
2. Choose your ApproveThis action: “Create approval request” or “Check approval status”
3. Add filters or delays: Like only escalating deals over $50k, or waiting 24hrs for auto-approval if no response

Example Zap: “When a RevBoss lead is marked ‘Needs Discount Approval’ → Create ApproveThis request with deal details → If approved by sales manager within 6hrs, apply discount in RevBoss. If denied, send rep a Slack alert.”

Why Your Finance Team Will Stop Hating Sales

Approval thresholds are where ApproveThis turns from nice-to-have to non-negotiable. Let’s say your CFO wants all discounts over 15% to require VP sign-off. Instead of reps guessing (and inevitably messing up), ApproveThis can:

- Auto-approve discounts up to 10% instantly
- Route 10-15% to regional managers
- Escalate anything higher to execs with deal performance data pulled from RevBoss

Result? Finance gets guardrails without being a roadblock. Sales keeps velocity on smaller deals. And your VP only gets pinged when it’s actually worth their time.

The Hidden Benefit Your IT Team Will Love

Here’s something most vendors won’t mention: ApproveThis approvers don’t need a RevBoss license. Legal just gets an email to review the contract terms. Your CFO sees the numbers in a PDF attachment. No new logins, no added seats, no permission configs. External clients? Add them as approvers without giving them access to your CRM. This is huge for companies managing partner deals or client-direct projects.

Bottom Line: This Isn’t About Software – It’s About Speed

In the time it took you to read this, a competitor’s sales rep probably closed a deal because they weren’t stuck waiting for approval. The ApproveThis-RevBoss integration isn’t flashy AI or some metaverse nonsense – it’s practical automation that lets your team do what they do best: sell.

Ready to stop losing deals to bureaucratic sludge? Book a 10-minute demo or start a free trial. Your future self (and your sales team) will thank you.