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Salesforge Integration

ApproveThis manages your Salesforge Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Cold Email Meets Approval Automation

Let's cut through the noise: Sales teams using Salesforge already know how to blast out emails. What they don't love? Chasing down internal approvals for discount offers, custom proposals, or urgent client replies. That's where pairing Salesforge's AI email muscle with ApproveThis' approval automation creates something smarter than your average "integration."

What Each Tool Does Best

Salesforge handles the messy work of cold outreach – personalized emails at scale, reply tracking, lead scoring. It's the engine that keeps pipelines moving. ApproveThis acts as the guardrails – making sure any decision requiring a human "yes" (discount approvals, contract changes, resource allocation) doesn't get stuck in someone's inbox.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a sweet spot: enough sales activity to need automation, but not so massive that approvals get lost in bureaucracy. Common pain points this integration solves:

  • Deals delayed because legal hasn't reviewed a custom clause
  • Marketing ops waiting days for budget sign-off on a campaign
  • Customer success needing quick engineering approval for feature requests

Real-World Use Cases (That Don't Sound Like Robot Talk)

Let's break down the templates provided, but with actual business context:

1. Auto-Escalate Email Replies Needing Internal Input

The Scenario: A prospect replies "This looks great, but we need 20% off to move forward." Salesforge detects the reply, ApproveThis pings the sales manager AND finance automatically. No more forwarding emails with "Thoughts?"

Who Cares: SaaS companies with tiered pricing, agencies offering custom proposals, anyone where discounts require oversight.

2. Fast-Track Positive Replies to Contracts/SOWs

The Scenario: A decision-maker replies "Send over the contract!" Salesforge tags it as positive, ApproveThis kicks off a workflow where legal gets the final doc, then automatically routes it back to Salesforge for sending. Zero manual handoffs.

Who Cares: Teams closing high-volume deals, companies with compliance-heavy industries (healthcare, finance), remote sales teams.

3. Audit Trail for Outbound Compliance

The Scenario: Salesforge sends a batch of emails. ApproveThis tracks that all required approvals (message template, offer terms) were obtained pre-send. Crucial for industries like pharma or finance with strict comms regulations.

Who Cares: Publicly traded companies, anyone in regulated spaces, orgs with aggressive growth targets needing quality control.

Hidden Benefits Your Team Will Actually Notice

Beyond the obvious time savings, here's what users don't expect:

  • Approvers Don't Need Salesforge Logins: External legal counsel? CFO who lives in Excel? They approve via email without another SaaS tool to learn.
  • Conditional Escalation Saves Embarrassment: Auto-route $5K discounts to managers, $20K+ to execs. No accidental overpromising by junior reps.
  • Delegation During Vacations Actually Works: Out-of-office approvers auto-reassign so deals don't stall.

Setting This Up Without Losing Your Mind

If you've used Zapier before, this is a 15-minute setup:

  1. Connect Salesforge and ApproveThis via Zapier (they’re both pre-built integrations)
  2. Pick your trigger in Salesforge (email reply, positive sentiment, etc.)
  3. Map the key data to ApproveThis – deal size, client name, whatever your approval logic needs
  4. Set escalation rules in ApproveThis (who approves what, deadlines, thresholds)

Pro Tip: Start with ONE high-impact workflow (like discount approvals). Don't boil the ocean day one.

Department-Specific Wins

Sales Ops: Cut approval cycle time from days to hours. Track bottlenecks in real dashboards.
Finance: Enforce spending policies without being cc'd on 100 emails.
Legal: Review only contracts that meet pre-set criteria (deal size, red flag terms).

When This Integration Isn't Magic

Let's be real – this won't fix broken approval processes. If your team argues over every $50 discount, automate that and you'll just have faster arguments. Best for companies with clear rules that just need enforcement at scale.

Ready to Stop Being an Approval Middleman?

ApproveThis isn't another tool – it's the glue between Salesforge and the rest of your org. Either you build these guardrails now, or wait until a deal goes sideways because someone didn't check their inbox.

Check out Salesforge for the email automation piece, then register for ApproveThis (free trial available) or schedule a demo to see the approval side in action.

Final Thought

Approvals are like brakes on a car – necessary, but they shouldn't make the whole ride suck. This integration lets you go fast without wrecking things.

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Integrate with Salesforge 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.

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Best Approval Workflows for Salesforge

Suggested workflows (and their Zapier components) for Salesforge

Initiate approval workflow for email replies

When a contact replies to an email, automate the initiation of an approval request using ApproveThis. This integration ensures all critical communications trigger necessary follow-ups and assessments.

Zapier Components

Salesforge Logo

Trigger

Email Reply

Triggers when contact replies to received email.

Action

Create Request

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

Start approval process for positive email replies

Automatically create an approval request in ApproveThis whenever a positive email reply is detected. This streamlines the process of realizing potential leads or positive interactions in your workflows.

Zapier Components

Salesforge Logo

Trigger

Positive Reply

Got a positive reply.

Action

Create Request

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

Track approvals post email dispatch

Ensure quality and compliance by setting up a trigger to track the status of approval requests in ApproveThis, following the sending of key emails. This mechanism helps confirm all communications are vetted appropriately.

Zapier Components

Salesforge Logo

Trigger

Email Sent

Triggers when email is sent.

Action

A Request Is Approved/Denied

Triggers when a request is approved or denied.