ApproveThis manages your Salesabl Integration approvals.

Why Combine ApproveThis with Salesabl?

Sales teams thrive on speed, but rushed decisions can lead to costly mistakes. Marketing agencies might overspend on unvetted leads. Manufacturers could overcommit to deals without checking inventory. Legal firms risk non-compliance if contracts aren’t reviewed. This is where pairing Salesabl – a tool built to track and qualify leads – with ApproveThis’s approval automation creates a competitive edge. Together, they turn bottlenecks into momentum.

Salesabl captures leads, tracks interactions, and identifies high-potential opportunities. ApproveThis adds guardrails by automating stakeholder reviews, budget checks, or compliance sign-offs. When connected via Zapier, these platforms create closed-loop workflows where nothing slips through the cracks and every decision is documented.

Capabilities: What Each Platform Brings

Salesabl’s Strengths

Salesabl specializes in lead management, offering tools to capture contact details, track communication history, and score leads based on engagement. Sales teams use it to prioritize outreach and forecast revenue. However, it lacks built-in approval workflows – a gap filled by ApproveThis.

ApproveThis’s Approval Superpowers

ApproveThis adds structure to decision-making. Key features include:

• Conditional Routing: Send high-value deals to executives, standard discounts to sales managers.
• Threshold Autopilot: Automatically approve requests under $500 or flag those exceeding budgets.
• Delegation: Avoid delays when approvers are OOO – responsibilities shift automatically.

Critically, approvers don’t need a Salesabl license. Clients, vendors, or cross-departmental teams can review requests via email without accessing your CRM. This reduces software costs and simplifies external collaboration.

Real-World Use Cases: Precision Meets Speed

1. Vetting High-Stakes Leads Before Commitment

When Salesabl detects a lead from a Fortune 500 company, ApproveThis ensures it’s validated by legal and finance teams before sales engages.

Example: A cybersecurity firm uses this integration to route enterprise leads through a compliance check. ApproveThis calculates deal profitability using calculated fields, auto-approving standard contracts but escalating custom terms to legal. Result: 30% faster deal reviews without compliance risks.

2. Syncing Approved Leads Back to Salesabl

Once a discount request is approved, ApproveThis triggers Zapier to update the lead in Salesabl with approved terms – no manual data entry.

Example: A SaaS company auto-approves 10% discounts for leads scoring above 80 in Salesabl. Larger discounts require VP sign-off. Approved discounts sync to Salesabl, equipping reps with negotiated terms before the next client call.

Setup: Building Your First Integration

With Zapier, connecting ApproveThis and Salesabl takes under 15 minutes:

1. Trigger: Select “New or Updated Lead” in Salesabl.
2. Filter (Optional): Exclude leads below a certain score or from specific regions.
3. Action: Use ApproveThis’s “Create Request” to start an approval workflow.
4. Map Fields: Pull lead details from Salesabl into the approval request.

For two-way syncs, add a second Zap: Trigger on “Request Approved/Denied” in ApproveThis, then create or update the Salesabl lead accordingly.

Team-Specific Benefits

Sales Teams: Close Deals, Not Tickets

Reps waste hours chasing approvals via Slack or email. With automated workflows, they:

• Request discounts during Salesabl calls using embedded forms.
• Get real-time SMS alerts when approvals complete.

Finance: Control Costs Proactively

Finance teams set approval thresholds tied to deal size or client payment history. If a Salesabl lead has past-due invoices, ApproveThis requires CFO approval before offering new terms.

Operations: Audit-Proof Processes

Every approval is timestamped and logged with comments. During quarterly audits, ops teams export records directly from ApproveThis, matching them to Salesabl activity in seconds.

Beyond the Basics: Advanced Tactics

Multi-Stage Approvals: For complex deals, route requests sequentially – sales manager > legal > CFO – with deadlines at each step.

Dynamic Data: Use ApproveThis’s calculated fields to auto-populate ROI estimates based on Salesabl’s lead value and proposed discount.

Client Collaboration: Embed approval links in Salesabl’s client portal for joint contract reviews. Clients click “Approve” without needing system access.

Getting Started

ApproveThis offers a free tier for small teams, scaling to enterprise-grade workflows. Salesabl provides a 14-day trial. Together, they eliminate approval delays that cost deals.

Next Steps:

1. Register for ApproveThis (no credit card needed).
2. Connect to Salesabl via Zapier using the steps above.
3. Book a custom demo to design complex workflows.