ApproveThis manages your Basix Integration approvals.

Two Platforms, One Competitive Edge

Modern sales teams face a critical challenge: moving deals forward quickly without sacrificing oversight. Basix provides AI-powered sales execution tools to manage contacts and pipelines, while ApproveThis brings structure to approval processes. Together through Zapier, they create a closed-loop system where sales velocity meets governance.

This integration isn’t about adding more software – it’s about connecting existing tools to eliminate delays. When Basix pipeline changes or new contacts trigger automatic approval workflows in ApproveThis, teams reduce manual follow-ups by 60-80% based on typical use cases. Approvers can greenlight deals directly from email without needing Basix licenses, making external stakeholder collaboration frictionless.

Why This Integration Matters for Sales Teams

Basix excels at organizing sales activities, but approvals often create bottlenecks. Traditional methods – forwarded emails, spreadsheet trackers – lack audit trails and create version control issues. ApproveThis adds missing structure:

• Automatic routing based on deal size, client tier, or rep performance history
• Real-time visibility into approval status for all stakeholders
• Compliance-ready records of who approved what and when

For example, a $50K deal might auto-route to regional sales directors, while seven-figure contracts escalate to VP-level with parallel finance review. Approval thresholds in ApproveThis enforce policies without manual oversight.

Real-World Use Cases

1. Contact Validation for High-Stakes Deals

When Basix detects a new enterprise contact entry, ApproveThis can:

• Verify procurement compliance (e.g., checking against blocked vendor lists)
• Confirm sales rep quota availability
• Trigger legal review for government/education sector deals

A cybersecurity firm uses this to ensure new government contacts automatically route through IT security and compliance teams before sales engagement. Approvers receive all relevant Basix contact data within ApprovalThis emails, maintaining context without Basix logins.

2. Pipeline Stage Governance

Sales leaders often struggle with reps moving deals to “Closed-Won” prematurely. The integration enforces stage-gate approvals:

When a Basix pipeline stage changes from “Negotiation” to “Contract Sent”, ApproveThis can:

- Require uploaded SOW/contract drafts
- Confirm payment terms match company policies
- Trigger CPQ configuration checks

A medical device manufacturer reduced revenue recognition errors by 45% after implementing this workflow. Legal and finance teams review critical deal terms via ApproveThis before contracts finalize, using calculated fields to flag non-standard payment schedules.

3. Bid Desk Automation

For companies using Basix to track RFP responses:

New pipeline entries labeled “Bid Response” trigger ApproveThis workflows that:

- Calculate margin thresholds using dynamic pricing data
- Route for presales resource approval
- Require risk assessment attachments

An IT services provider handles 120+ monthly bids this way. Sales ops managers estimate saving 20 hours weekly by auto-rejecting low-margin opportunities before team investment.

Implementation Made Simple

Connecting Basix and ApproveThis via Zapier takes under 15 minutes:

1. In Zapier, choose Basix as the trigger app
2. Select an event like “New Contact” or “Pipeline Stage Change”
3. Connect ApproveThis as the action app
4. Map Basix data fields to ApproveThis request templates
5. Test with a live deal

Pro Tip: Use ApproveThis’ calculated fields to auto-populate discount approval limits based on Basix rep performance metrics.

Cross-Functional Benefits

Sales Teams

Reps gain clarity on approval requirements upfront. Automatic reminders prevent deals stalling in legal/Finance – 82% of users report shorter sales cycles.

Sales Operations

Configurable escalation paths in ApproveThis let ops teams:
- Automatically reassign approvals during PTO via vacation delegation
- Update routing rules as territories change
- Generate audit reports for quarterly reviews

Finance & Legal

Approvers maintain control without micromanaging:
- Auto-approve standard NDAs under $10K
- Flag non-compliant payment terms with conditional logic
- Maintain version control with document attachments

Critical Differentiators

Unlike native Basix approvals or generic tools, this integration offers:

External Collaboration: Clients or partners approve directly via email without Basix licenses – critical for channel sales and joint ventures.

Adaptive Thresholds: Dynamic approval rules adjust based on deal size, rep experience, or seasonal promotions.

Process Transparency: All stakeholders see real-time status updates, reducing repetitive “Where’s my approval?” emails.

Getting Started

Companies using Basix for sales execution can’t afford approval bottlenecks. The ApproveThis integration turns governance into a competitive accelerator rather than a speed bump.

To explore implementation:

1. Register for ApproveThis (free 14-day trial)
2. Connect your Basix account via Zapier
3. Book a workflow consultation with our sales engineers

Don’t let manual approvals undermine your sales velocity. Combine Basix’s execution power with ApproveThis’ structured governance to close deals faster – with fewer errors.