ApproveThis manages your Tymbl Dialer Integration approvals.

Why Approval Automation Matters for Sales Teams

Modern sales teams face a critical challenge: maintaining momentum while ensuring compliance. Every delayed approval risks losing deals to competitors, yet rushed decisions can lead to costly errors. This is where combining ApproveThis' approval automation with Tymbl Dialer's sales acceleration capabilities creates measurable business impact.

Tymbl Dialer excels at high-volume prospecting with features like power dialing and lead management, while ApproveThis adds structured governance through customizable approval workflows. Together through Zapier integration, they enable sales organizations to move faster without sacrificing control – automatically routing critical decisions while keeping reps focused on selling.

Key Integration Benefits Across Teams

For Sales Managers

Maintain deal velocity while controlling discount authority and contract terms. Configure approval thresholds that auto-approve standard deals but escalate exceptions to leadership. If a rep offers more than 15% discount in Tymbl Dialer, ApproveThis automatically routes the exception to regional directors via email – no license required for approvers.

For Operations Teams

Eliminate manual data entry between systems. When sales development reps update lead statuses in Tymbl Dialer, approval requests auto-generate in ApproveThis for manager review. Approved changes sync back instantly, maintaining CRM hygiene without workflow interruptions.

For Finance Departments

Implement guardrails for pricing and commissions. Use ApproveThis' calculated fields to verify deal profitability against Salesforce data before allowing Tymbl Dialer outreach. Automatic approval routing ensures compliance with spending policies while keeping deals moving forward.

Real-World Use Cases

1. Compliance-Driven Lead Updates

When sales teams modify high-value lead records in Tymbl Dialer – like changing account ownership or deal size – ApproveThis adds automatic verification. A regional equipment supplier uses this to prevent accidental overwrites of government contract leads. Their Zapier integration:

• Triggers when Tymbl Dialer lead values change
• Creates ApproveThis requests with old/new values comparison
• Routes to sales ops managers via email (no Tymbl license needed)

Approvers see side-by-side comparisons in ApproveThis' dashboard, reducing review time by 40% compared to manual CRM checks.

2. Instant Lead Creation from Approvals

Marketing teams often struggle with sales follow-up timing. A cybersecurity firm solved this by connecting their content download approvals to immediate prospecting. When marketing approves a new whitepaper lead in ApproveThis:

• Tymbl Dialer automatically creates the lead
• Sales receives SMS alerts through Tymbl's native texting
• Reps make first contact within 22 minutes average

The integration helped increase lead-to-meeting conversion by 27% in Q1.

3. Post-Approval Customer Notifications

Service businesses use approval-triggered comms to build trust. A commercial HVAC provider approves maintenance contracts in ApproveThis, which then triggers Tymbl Dialer to:

• Create service tickets
• Send SMS confirmations to customers
• Add follow-up calls to sales calendars

This reduced missed appointments by 63% through immediate confirmation messages.

Implementation Guide

Technical Setup

Connect Tymbl Dialer and ApproveThis through Zapier in three steps:

1. Create Zapier account (free tier works)
2. Choose Tymbl Dialer trigger (lead change/new approval)
3. Select ApproveThis action (create request/update record)

Map critical fields like Lead ID, Approval Type, and Decision Deadlines. Test with sample data before activation.

Configuration Best Practices

Maximize ROI by configuring:

• Approval thresholds matching your deal desk rules
• Automatic delegation for vacationing approvers
• Real-time dashboards for audit trails

Most teams implement fully functional workflows within 2 business days.

Cross-Functional Advantages

While sales teams see immediate benefits, the integration impacts entire organizations:

Legal Teams

Automate contract review escalations. When reps enter custom terms in Tymbl Dialer notes, ApproveThis routes redlined versions to legal counsel before allowing outreach.

Customer Success

Prevent churn with renewal approval guardrails. CSMs trigger Tymbl Dialer sequences only after ApproveThis confirms executive sign-off on discount exceptions.

Executive Leadership

Gain real-time visibility into deal flow bottlenecks. ApproveThis' reporting identifies recurring approval delays impacting Tymbl Dialer conversion rates.

Getting Started

To implement these workflows:

1. Sign up for ApproveThis (14-day trial available)
2. Connect your Tymbl Dialer account via Zapier
3. Clone pre-built templates or create custom workflows

Key implementation resources:

• Zapier integration guide: zapier.com/apps
• Tymbl API documentation (for advanced use cases)
• ApproveThis workflow library

Critical Differentiators

What makes this integration stand out:

No Approver Licensing Costs

External partners and executives can approve requests via email without needing Tymbl Dialer seats – a key cost saver for businesses managing complex approval chains.

Adaptive Routing Logic

ApproveThis' conditional workflows automatically adjust approval paths based on Tymbl Dialer data. High-value leads get expedited executive review while standard deals flow through default channels.

Two-Way Sync Capabilities

Unlike basic notification systems, this integration maintains bi-directional data integrity. Approved changes in ApproveThis update Tymbl records, while new Tymbl activities trigger appropriate approvals.

Next Steps for Implementation

To maintain competitive velocity while ensuring compliance:

1. Audit current approval bottlenecks in sales processes
2. Identify 2-3 high-impact workflows for automation
3. Schedule ApproveThis demo with Tymbl integration focus

Most organizations see ROI within 30 days through reduced decision latency and improved audit compliance. Book a personalized walkthrough to estimate potential time savings for your team.