ApproveThis manages your Salescamp Integration approvals.

Why This Integration Matters

When approval workflows meet CRM power, businesses win. ApproveThis and Salescamp solve different problems – one handles decision-making processes, the other manages sales relationships – but together they create a seamless bridge between strategy and execution. This integration isn’t just about moving data between systems. It’s about aligning your team’s decision-making with actual sales outcomes.

Sales teams using both platforms can now trigger approvals directly from new lead entries, escalate high-value deals for executive review, or automatically update CRM records based on approval decisions. The result? Faster sales cycles, fewer errors from manual data entry, and complete visibility into which opportunities have been properly vetted.

Key Integration Benefits

For Sales Teams: Cut approval delays on discount requests or custom proposals by triggering approvals the moment deals reach specific stages in Salescamp. Approvers get email notifications with deal context, can approve/reject without logging into multiple systems, and decisions automatically update CRM records.

For Finance: Enforce budget controls by requiring approvals for deals exceeding certain amounts. Configure ApproveThis thresholds to auto-approve small discounts while routing larger exceptions to department heads – all while keeping Salescamp updated in real time.

For Leadership: Gain a unified view of approval bottlenecks impacting sales velocity. Track how long deals sit in approval queues alongside standard CRM pipeline metrics.

Real-World Use Cases

1. Contact Qualification Workflow

A marketing agency uses Salescamp to track leads from their website. When high-value enterprise leads come in through forms, ApproveThis automatically:

• Routes the lead to three department heads for consensus approval
• Calculates potential deal size using custom fields
• Creates a Salescamp contact only after approval

This prevents CRM clutter from unqualified leads while ensuring sales reps focus on vetted opportunities. Approvers don’t need Salescamp licenses – they review details via email and click approve/reject links.

2. Deal Desk Automation

A SaaS company’s sales team proposes custom contracts in Salescamp. When reps mark a deal as “Needs Legal Review,” ApproveThis:

• Creates an approval task with contract terms auto-pulled from Salescamp
• Routes to legal based on contract value thresholds
• Updates the Salescamp deal stage once approved

Legal teams review terms in ApproveThis’ centralized dashboard instead of digging through CRM records. If a lawyer is OOO, requests auto-reassign to their backup.

Implementation Guide

Step 1: Create a Zapier account if you don’t have one

Step 2: Connect your Salescamp and ApproveThis accounts in Zapier’s dashboard

Step 3: Choose your trigger event (e.g., “New Contact” in Salescamp or “New Request” in ApproveThis)

Step 4: Map critical data fields between systems – deal amount to approval thresholds, contact info to requester details

Step 5: Test with a non-critical workflow before full rollout

Most teams get basic integrations running in under 20 minutes. Complex workflows with conditional logic might require 1-2 hours of configuration.

Team-Specific Advantages

Sales Operations

Eliminate manual approval follow-ups by setting automatic reminders in ApproveThis that escalate unanswered requests. Use calculated fields to auto-populate discount impact analysis based on Salescamp deal data.

Customer Success

Trigger contract renewal approvals 90 days before expiration dates pulled from Salescamp. ApproveThis’ vacation delegation ensures requests never stall because someone’s on PTO.

External Collaboration

Client stakeholders can approve project change orders via email without accessing your Salescamp instance. Approval records still sync back to the correct deal records automatically.

Beyond Basic Automation

While the Zapier integration handles data passing, ApproveThis adds layers of control:

Dynamic Escalation: If a Salescamp deal’s expected close date approaches while stuck in approval limbo, automatically notify managers or bypass lower-level approvers.

Compliance Audits: Every approval decision ties back to specific Salescamp records, creating an immutable paper trail for revenue recognition compliance.

Resource Allocation: Use approval analytics to identify which deal types require the most revisions. Adjust Salescamp playbooks accordingly.

Getting Started

This integration delivers most value for:

Scaleups: Companies transitioning from spreadsheet approvals to systems that keep pace with sales growth

Regulated Industries: Businesses needing clear separation between sales proposals and final approvals

Distributed Teams: Organizations with approvers across time zones or external partners

Ready to eliminate approval bottlenecks in your sales process? Start your ApproveThis trial or explore Salescamp’s CRM capabilities.

For integration questions: Book a demo showing real examples from your industry.

Final Considerations

Security: Approval data passes through Zapier’s encrypted connections – no unsecured emails with sensitive deal terms

Cost Control: ApproveThis doesn’t require external approvers to have Salescamp licenses, ideal for client-facing workflows

Flexibility: Start with simple contact approvals, then add complex workflows as processes mature