ApproveThis manages your Bigly Sales Integration approvals.

Why This Integration Isn’t Just Another Zap

Let’s cut through the noise: approvals suck. They’re the traffic jam between your sales team closing deals and actually getting shit done. Bigly Sales handles the frontline – blasting personalized messages, tracking calls, managing contacts. ApproveThis? It’s the bouncer at the velvet rope, deciding what gets through. Together? They turn “waiting on sign-off” from a week-long email chain to a two-click process.

Here’s the dirty secret most CRMs won’t tell you: Sales teams aren’t slow because they’re lazy. They’re stuck because legal needs to vet contracts, finance needs to approve discounts, and Karen from compliance won’t stop micromanaging email templates. This integration fixes that by making approvals part of the workflow, not a detour.

Real Uses for Teams Who Actually Ship Work

1. When “New Call” Doesn’t Mean “New Headache”

Scenario: Your SDR logs a discovery call in Bigly Sales where the prospect asked for a 30% discount. Normally, this would trigger a three-day email tennis match between sales, finance, and the VP. With the integration:

• Bigly detects the discount request in call notes
• ApproveThis auto-generates a request with deal size, customer tier, approval threshold rules
• Finance gets an email they can approve/reject without logging into anything

Who this helps: Scaleup sales teams where reps have deal limits but need flexibility. Lets junior reps negotiate without overstepping, gives managers control without babysitting.

2. Killing “Let’s Circle Back” Meetings

Scenario: Your product team needs legal approval on a new SaaS contract template. Instead of scheduling yet another sync meeting:

• ApproveThis triggers a meeting in Bigly Sales only when legal rejects the request
• Auto-populates the meeting topic with the specific clause in dispute
• Attach the contract PDF directly from the approval request

Who this helps: Remote legal teams juggling multiple departments. Reduces meeting fatigue by 73% (we made that stat up, but you know it’s true).

3. Compliance That Doesn’t Require a Babysitter

Scenario: Your sales team uses Bigly to send 500 personalized cold emails/day. Compliance wants to audit 10% of messages. Instead of CC’ing them on every damn thread:

ApproveThis randomly flags 1 in 10 emails in Bigly, routes them to compliance with:

• Message content
• Customer industry/region (for GDPR/HIPAA checks)
• One-click “Approve” or “Rewrite this section” buttons

Who this helps: Healthcare and fintech companies where compliance isn’t just red tape – it’s existential risk.

4. From “Approved” to “Closed-Won” in 60 Seconds

Scenario: Enterprise deal gets final sign-off in ApproveThis. Instead of sales ops manually creating a Bigly contact:

• Auto-generate a Bigly Sales contact with deal size, approved terms
• Trigger personalized follow-up sequences based on approval type (e.g., discounted deals get upsell tracks)
• Update Bigly’s lead score based on how many approvals the deal required (more hoops = higher touch needed)

Who this helps: Enterprise sales teams where a single deal involves 12 stakeholders and 37 NDAs.

Setup That Doesn’t Require an IT Ticket

If you can set up a Slack channel, you can do this:

1. Connect via Zapier (takes 3 minutes, we timed it)
2. Pick your triggers:
   • Bigly → ApproveThis: New calls/messages needing approval
   • ApproveThis → Bigly: Approved deals → contacts, denied deals → meetings
3. Set approval rules once (dollar limits, required approvers, escalation paths)
4. Let the tool handle the nagging/reminders

Pro tip: Use ApproveThis’ calculated fields to auto-approve deals under $5K for enterprise accounts, but require CFO sign-off on $3K deals for new SMBs. Because context matters.

Why Your CFO Won’t Hate This

Licensing gotchas:

• Approvers don’t need Bigly seats – Legal can review contracts via email without a $50/user/month license
• ApproveThis scales from 5 to 500 approvers – no per-user fees
• Audit trails show who approved what discount/contract, so you’re not SOL during renewals

For Teams Who Hate Meetings More Than They Hate Approvals

This isn’t about “streamlining workflows” – it’s about:

• Sales: Closing deals before the prospect ghosts
• Legal: Reviewing contracts in Gmail between Zoom calls
• Finance: Preventing discount creep without being the bad guy
• Ops: Actually hitting Q4 targets instead of herding approval cats

It works because it meets people where they are – approvers in email, sales in Bigly, ops in dashboards.

Cool Features You’ll Actually Use

Not just checkbox fodder for RFPs:

• Vacation Delegation: Sales manager out? Requests auto-route to their boss without you playing phone tag
• Threshold Rules: Auto-approve 10% discounts for Enterprise, but ping the CFO for 5% off in SMB
• Approval Groups: Need 3 VPs to sign off? They get a single email thread, not 12 forward/reply-alls

Bottom Line: This Isn’t “Nice to Have”

If your sales cycle involves more than one “Let me check with…”, this pays for itself in:

• Deals closed before stakeholders change jobs (you know how often that happens)
• Zero compliance fires because someone skipped an approval step
• Actual visibility into why deals stall (hint: it’s not your product)

It’s 2024. If your approval process involves PDF attachments and “Per my last email,” you’re bleeding deals. Fix it.

Do This Next

Option 1: Register for ApproveThis, connect Bigly via Zapier, set up your first workflow in 11 minutes.

Option 2: Book a 15-minute demo where we’ll show how to auto-approve 80% of requests so you only handle the exceptions.

Choose option 1 if you’ve ever thought, “I could build this in Notion, but…” Choose option 2 if your approval process currently involves a shared Excel sheet (we won’t judge).