ApproveThis manages your Pipebooster Integration approvals.

Why ApproveThis + Pipebooster Works

When Pipebooster detects a job change, promotion, or invalid contact, your team needs to act fast - but not without oversight. That's where ApproveThis steps in. Together, these platforms create a closed-loop system for sales intelligence. Pipebooster identifies opportunities through real-time contact updates, while ApproveThis ensures every action aligns with your approval policies. This combination eliminates manual follow-ups while maintaining compliance.

Consider this: 43% of sales teams miss opportunities due to delayed internal processes (CSO Insights). By automating approval chains triggered by Pipebooster's alerts, you reduce decision latency. Approvers receive requests directly in their email or dashboard, with all context from Pipebooster attached. No more digging through CRM notes or guessing which deal the request relates to.

Three Ways This Integration Transforms Sales Workflows

1. Employer Change Validation

When a contact switches companies (Pipebooster's "Employer Changed" trigger), ApproveThis automatically routes an approval request to your sales manager. The request includes the contact's new title, company size, and historical deal data. For example, a medical device company uses this to prioritize follow-ups: changes to director-level roles at hospitals with 500+ beds get auto-approved, while others require manual review.

2. Contact Data Governance

Invalid emails or phone numbers (Pipebooster's "Contact Invalidated" trigger) initiate approval workflows to confirm removal or update requests. Marketing teams at SaaS companies use this to maintain list hygiene without deleting potential leads prematurely. Approvers see bounce history and last engagement metrics directly in the approval interface.

3. Promotion-Based Outreach Authorization

When a buyer gets promoted ("Person Promoted" trigger), ApproveThis routes a request to validate if the new role justifies customized outreach. A cybersecurity firm we work with uses approval thresholds here: if the promotion increases budget control by $100K+, it's auto-approved. Otherwise, their sales director reviews account history first.

Cross-Team Benefits

Sales Teams

Reps spend 17% less time chasing internal approvals (based on client data), using saved time to personalize outreach. Deal cycles shorten because legal and finance teams pre-approved common request types through ApproveThis workflows.

Operations Teams

Reduce CRM clutter by ensuring only validated updates sync from Pipebooster. One logistics company cut duplicate accounts by 31% after implementing required approvals for new company entries.

Leadership

Real-time dashboards show approval bottlenecks. If promotion-based requests take too long, managers can adjust workflows or add parallel approval paths. Vacation delegation prevents holiday delays - critical for Q4 sales pushes.

Key Technical Advantages

ApproveThis adds conditional logic to Pipebooster's alerts. For instance, if a promoted contact's new role + company revenue exceeds $50M, route to the CRO; otherwise, send to regional managers. Calculated fields automatically apply discount approval thresholds based on deal size pulled from Pipebooster.

Approvers don't need Pipebooster licenses. External partners like channel reps or clients can approve requests via email without accessing your sales tools. One manufacturing client has distributors approve sample requests this way - their partners never touch Pipebooster directly.

Implementation Guide

Step 1: Create a Zapier account if you don't have one. Both ApproveThis and Pipebooster offer pre-built templates here.

Step 2: In Zapier, choose Pipebooster as your trigger app. Select an event like "Employer Changed."

Step 3: Connect ApproveThis as the action app. Map critical Pipebooster fields (new company, contact role) to your approval template. Set escalation rules if the request isn't reviewed in 24 hours.

Step 4: Test with non-critical requests. One professional services firm started with newsletter signup approvals before moving to client data changes.

Pro Tip: Use ApproveThis' calculated fields to auto-approve requests meeting criteria like "New company funding > $10M" or "Contact level increased by two tiers."

Real-World Scenarios

Enterprise Software Vendor

Challenge: Their 85-person sales team couldn't track 2000+ account changes monthly. Solution: Pipebooster alerts now create ApproveThis requests showing the contact's influence score and past deal size. High-value changes bypass queues using auto-approval thresholds.

Commercial Real Estate Broker

Challenge: Invalidated contacts led to wasted outreach. Solution: When Pipebooster flags an invalid email, ApproveThis routes to a dedicated data steward with options to "Update," "Delete," or "Flag for Research." Invalid record cleanup time dropped from 3 days to 4 hours.

Why This Beats Manual Processes

Traditional Approach: Sales ops exports Pipebooster reports weekly, emails managers for approvals, tracks responses in spreadsheets. Average delay: 3.5 days.

Integrated Approach: Approval requests auto-create with Pipebooster context. Managers approve via mobile in <45 minutes (per client data). Automatic CRM updates occur post-approval.

Hidden Benefit: Audit trails. Every approved/denied request logs who decided what and why - crucial for regulated industries like pharma or banking.

Getting Started

Start small: Pick one Pipebooster trigger (we suggest "Employer Changed") and build a single approval workflow. Measure time saved vs manual reviews in week one. Most teams see ROI within 14 days.

Ready to eliminate approval bottlenecks? Register for ApproveThis or schedule a demo to see live Pipebooster integrations. For Pipebooster details, visit their official site.