Close Deals Faster with ApproveThis and Dealintent

Why Approval Automation Matters in B2B Sales

Modern sales teams face a critical challenge: accelerating deal velocity without sacrificing oversight. Dealintent has become essential for managing complex B2B pipelines, but even the best CRM hits roadblocks when deals require internal approvals. This is where ApproveThis transforms the game. By connecting Dealintent's deal rooms and contact management with ApproveThis' granular approval automation through Zapier, teams gain precision control over decision-making while maintaining the speed demanded in competitive markets.

Strategic Alignment: Where Dealintent Meets ApproveThis

Dealintent excels at organizing company data, contacts, and deal progression - but finalizing high-value agreements often requires cross-functional alignment. ApproveThis adds structured governance exactly where sales automation needs it most:

• Approval Triggers: Auto-initiate reviews when deals reach specific stages or values
• Compliance Safeguards: Enforce spending limits and contract terms before commitments

For example, a $500K enterprise deal might automatically route for legal review in ApproveThis when marked "Ready for Contract" in Dealintent - all while keeping the CRM updated in real time.

Four Ways This Integration Transforms Sales Operations

1. Company Onboarding with Built-In Compliance

When new companies enter Dealintent, ApproveThis can automatically trigger KYC (Know Your Customer) reviews or credit checks. A manufacturing supplier reduced client onboarding time by 40% using this workflow, with legal and finance teams reviewing high-risk accounts directly from approval emails without needing Dealintent access.

2. Contact Validation at Scale

Automatically flag new contacts missing essential data (like purchase authority verification) for manager approval before syncing to Dealintent. A SaaS company eliminated 22 hours/month of manual contact scrubbing by using ApproveThis' calculated fields to validate decision-maker roles against deal size.

3. Approval-Driven CRM Updates

Closed a deal? ApproveThis instantly triggers Dealintent to update deal room statuses and notify account teams. This bi-directional sync ensures CRM hygiene without manual data entry. One cybersecurity firm cut post-sale handoff delays by 68% using this method.

4. Escalation Protocols for Stalled Deals

ApproveThis' vacation delegation and approval thresholds prevent deal stagnation. If a key approver is unavailable, requests auto-reassign while maintaining an audit trail. Teams can configure automatic escalations when deals approach expiration dates in Dealintent.

Technical Setup Made Simple

Connecting Dealintent and ApproveThis requires no coding expertise:

1. Create a Zapier account
2. Choose your trigger (e.g., "New Company" in Dealintent)
3. Select ApproveThis' "Create Request" action
4. Map Dealintent fields to ApproveThis' approval template

Most teams configure their first workflow in under 15 minutes. ApproveThis maintains all historical approval data separately from Dealintent, creating an immutable audit trail without CRM clutter.

Cross-Functional Benefits

Sales Teams

Reps gain real-time visibility into approval statuses directly within Dealintent deal rooms. Automatic reminders prevent follow-up fatigue, while conditional logic routes complex deals to the right stakeholders.

Finance & Legal

Approval thresholds automatically escalate contracts exceeding predefined risk levels. All decisions sync back to Dealintent with timestamps and comments, simplifying compliance audits.

Executive Leadership

Custom reports combine ApproveThis' decision analytics with Dealintent's pipeline data, revealing how approval bottlenecks impact deal velocity.

Unique Advantages You Can't Ignore

While basic approval tools exist, ApproveThis delivers enterprise-grade functionality that complements Dealintent's strengths:

Email-Based Approvals: External partners can review deals without CRM access - critical for channel sales and co-selling scenarios. Approvers simply click "Approve/Reject" in their inbox, with decisions instantly reflected in Dealintent.

Dynamic Calculations: Automatically flag deals requiring special handling. Example: If a Dealintent opportunity exceeds $250K, ApproveThis can require CRO approval while simultaneously checking against quarterly quota data.

Real-World Impact Across Industries

Enterprise Software

A cloud provider reduced legal review time for partner deals by 55% using automatic approval triggers when Dealintent opportunities reached certain contract values.

Commercial Real Estate

Brokers automated lease approval workflows, syncing finalized terms back to Dealintent to instantly update property records and tenant portals.

Healthcare Technology

Compliance teams ensured all Dealintent contacts met HIPAA requirements through mandatory ApproveThis validations before CRM integration.

Getting Started

To implement these workflows:

1. Register for ApproveThis (14-day free trial)
2. Connect to Dealintent via Zapier
3. Clone pre-built templates or create custom approval logic

For complex sales environments, request a personalized demo to see how approval automation can be tailored to your Dealintent configuration.

The Future of Governed Deal Execution

As sales cycles compress and deal complexity increases, the ApproveThis-Dealintent integration represents more than workflow automation - it's a fundamental shift in how teams balance speed and control. By embedding intelligent approvals directly into the CRM lifecycle, organizations finally resolve the tension between aggressive revenue targets and necessary oversight.

This isn't about adding another tool. It's about creating a self-regulating system where deals progress faster because governance becomes frictionless. ApproveThis doesn't just integrate with Dealintent - it amplifies Dealintent's value by making every approval a catalyst for momentum rather than a bureaucratic speed bump.