ApproveThis manages your Upscale Integration approvals.

Two Platforms, One Powerful Partnership

When sales teams move fast, approvals shouldn't slow them down. That's why combining Upscale's sales engagement engine with ApproveThis' streamlined approval automation creates a new playbook for revenue teams. This integration bridges the gap between deal execution and organizational governance - giving SDRs freedom to operate while maintaining compliance.

Why This Integration Changes the Game

Upscale excels at structuring outreach and managing pipeline, while ApproveThis brings method to the madness of internal sign-offs. Together through Zapier, they solve three critical sales challenges:

• Accelerated Deal Velocity: Remove approval bottlenecks during critical deal stages
• Audit-Ready Compliance: Automatically document every decision without manual tracking
• Cross-Functional Alignment: Keep sales, legal, and finance teams synchronized

Real-World Workflows for Revenue Teams

1. Compliance-First Account Creation

When a new high-value account appears in Upscale, ApproveThis automatically routes it through legal and finance review. A cybersecurity SaaS company uses this to:

- Flag enterprise deals over $100k for CRO review
- Validate client security requirements before onboarding
- Automatically update Salesforce records post-approval

Approval thresholds ensure only deals meeting specific criteria require escalation, while email-based approvals let external counsel participate without Upscale licenses.

2. Opportunity Validation at Scale

New opportunities trigger multi-level approvals based on deal parameters. A medical device manufacturer leverages this to:

- Require clinical team sign-off on custom configurations
- Automatically calculate margin thresholds using ApproveThis' calculated fields
- Sync approved opportunities back to Upscale with updated terms

Vacation delegation rules prevent delays when key stakeholders are OOO, keeping deals moving through the pipeline.

3. Bidirectional Prospect Management

Approved leads in ApproveThis automatically become Upscale prospects with full context. A commercial real estate firm uses this to:

- Route marketing-qualified leads through sales leadership review
- Push approved prospects into targeted nurture sequences
- Maintain clear audit trails for partnership deals

Real-time tracking dashboards give visibility into approval status across all active deals.

Implementation Made Simple

Connecting Upscale and ApproveThis takes under 20 minutes through Zapier:

1. Create Zapier accounts for both platforms
2. Choose your trigger event (new account, opportunity, etc.)
3. Map critical fields between systems
4. Configure approval logic and notifications
5. Test with live data

Key configuration tips:

- Use ApproveThis' calculated fields to auto-populate deal metrics
- Set conditional approval paths based on Upscale opportunity values
- Enable email fallback for external approvers

Team-Specific Benefits

Sales Leaders

Gain real-time visibility into approval bottlenecks while maintaining control over deal terms. Automatic escalation rules prevent stalled opportunities without micromanaging reps.

Operations Teams

Maintain clean CRM data through automated field mapping. Approval history automatically attaches to Upscale records for audit purposes.

Finance/Legal

Review critical deals directly from email without CRM access. Custom thresholds ensure only relevant requests reach your inbox.

Why This Beats Manual Processes

Traditional approval methods crumble under sales velocity. Spreadsheet tracking leads to version chaos, while email chains create accountability gaps. This integration provides:

- Context-Rich Approvals: Approvers see full Upscale deal context
- Mobile-Friendly Workflows: Approve/reject decisions from any device
- Automated Compliance: Complete audit trails with timestamps

The Bottom Line

Upscale users reporting 34% faster approval cycles after implementing ApproveThis see tangible results:

- Reduced deal slippage from approval delays
- Fewer compliance incidents from missed sign-offs
- Increased rep productivity through automated follow-ups

Getting Started

Ready to transform your sales approval process? Register for ApproveThis and connect it to Upscale via Zapier in under an hour. For customized workflow advice, schedule a demo with our sales operations experts.

Key Reminder: External approvers only need email access - no additional Upscale licenses required. Approval workflows adapt to your existing tech stack through Zapier's flexible integration platform.