ApproveThis manages your SureConnect Integration approvals.

When Verification Meets Validation

Let's face it: every minute spent chasing down approvals or verifying contact info is time stolen from closing deals. Sales teams using SureConnect already know the pain of wasted outreach - 70% of calls never connect. ApproveThis users feel the frustration of approval bottlenecks slowing down campaigns, vendor payments, or client onboarding.

Together, these platforms solve two critical business problems:

• SureConnect eliminates phone tag by identifying contacts most likely to answer - boosting connect rates by 30%
• ApproveThis removes approval gridlock with automated workflows that adapt to your business rules

But when integrated via Zapier, they create something more powerful - a closed-loop system where verified data triggers approvals, and approvals trigger actionable next steps. No more manual handoffs between teams.

Why This Integration Changes the Game

Most CRMs treat contact verification and approval workflows as separate processes. This creates blind spots:

Problem 1: Marketing launches campaigns with unvetted leads 2 Sales wastes time on dead numbers 2 Finance delays commission approvals due to disputed metrics.

Problem 2: Procurement approves vendor contracts 2 Later discovers contact info is invalid 2 Legal can't send revised agreements.

The ApproveThis-SureConnect integration breaks this cycle. Here's how key features interact:

Real-World Synergies

Approval Thresholds + Verified Contacts: Auto-approve discounts for leads with >80% connect probability, but escalate low-probability deals for manager review.

Calculated Fields + Verification Data: Dynamically set approval chains based on contact seniority (e.g., C-suite contacts route to VP-level approvers).

Vacation Delegation + Time-Sensitive Outreach: If a key approver is OOO, auto-reassign requests to available managers without missing call windows.

4 Workflows Your Teams Will Actually Use

1. Sales Pipeline Accelerator

The Problem: BDRs waste 3 hours/day leaving voicemails for contacts who never callback.

The Fix: When SureConnect flags a contact as "Likely to Answer", ApproveThis automatically:

• Routes lead to available reps via round-robin
• Auto-approves discount offers for high-value prospects
• Triggers calendar invites for scheduled calls

Example: A medical device company reduced lead response time from 48 hours to 15 minutes by auto-approving demo requests for verified hospital procurement leads.

2. Compliance Firewall

The Problem: New vendor onboarding takes 2 weeks due to manual background checks.

The Fix: Any vendor submission in ApproveThis triggers:

1. SureConnect verification of key contacts
2. Auto-approval if all contacts pass verification
3. Legal hold if any number fails checks

Example: A construction firm cut onboarding time by 60% while reducing compliance risks - all vendor contracts now require verified project manager contacts.

3. Campaign Quality Control

The Problem: 35% of marketing leads have invalid numbers, skewing campaign ROI.

The Fix: Integrate ApproveThis with your marketing automation platform to:

- Require SureConnect verification before campaign approval
- Auto-reject lists with <70% connect probability
- Route borderline cases to marketing directors

Example: An edtech company improved sales acceptance of marketing leads by 40% after implementing pre-campaign verification gates.

4. Client Service Escalations

The Problem: Support tickets stall when managers can't reach VIP clients.

The Fix: Use ApproveThis' email approvals with SureConnect's real-time verification to:

- Escalate tickets if primary contact doesn't respond within 2 hours
- Auto-approve service credits for verified decision-makers
- Notify CSMs via Slack when key clients become reachable

Setting It Up (Without IT)

Zapier makes integration accessible, but smart configuration is key:

Critical Connection Points

Trigger: New SureConnect Verification
Action: Create Approval Request in ApproveThis
Pro Tip: Map these SureConnect fields to ApproveThis:

- Connect Probability Score 2 Approval Threshold
- Contact Title 2 Approval Chain Logic
- Last Verified Date 2 Approval Expiration

Team-Specific Configurations

Sales: Add lead score from your CRM to approval criteria
Legal: Attach verified contact reports to contract approvals
Finance: Set tiered approval limits based on contact seniority

Need help? ApproveThis offers free Zapier setup guides, while SureConnect provides verification best practices.

Who Benefits Most?

Sales Teams

Reduce lead friction: Auto-approve discounts for high-probability accounts while flagging risky deals. BDRs get 22% more talk time by eliminating dead numbers.

Marketing Ops

Protect campaign ROI: Require 80%+ connect rates before approving list purchases. One SaaS company saved $17k/month in wasted ad spend.

Finance Departments

Prevent payment fraud: Auto-verify vendor contacts before approving invoices. A manufacturing firm blocked $45k in suspicious transactions.

Client Success

Speed up escalations: Use verified mobile numbers for urgent approval requests. Support teams using this see 90% faster executive responses.

The Hidden Advantage: External Collaboration

ApproveThis eliminates a common headache: external approvers don't need licenses for your CRM or SureConnect. Clients, vendors, or partners can approve requests via email without accessing internal systems.

Real Impact: A marketing agency reduced client approval times from 5 days to 8 hours by letting brand managers approve campaign contacts directly from Gmail.

Getting Started

1. Create a Zapier account (free tier works)
2. Connect ApproveThis and SureConnect
3. Start with these Zaps:
- Verify contacts 2 Route approvals
- Approve requests 2 Update CRM status
4. Add complexity gradually (thresholds, calculated fields)

Most teams see ROI within 2 weeks. One logistics company processed 83% more contracts monthly without adding staff.

Bottom Line

This isn't about automating clicks - it's about eliminating the $47k/year wasted per knowledge worker on low-value coordination tasks (McKinsey). By connecting verification and approvals, you create workflows where:

- Sales hits quotas faster with quality leads
- Marketing stops burning budget on dead ends
- Finance approves payments with confidence
- Clients feel heard through faster resolutions

Ready to stop chasing approvals and start closing deals? Launch your free ApproveThis trial today.