ApproveThis manages your Salesloft Integration approvals.

When Approval Management Meets Sales Execution

Let's be real – sales teams hate two things: paperwork and waiting around for approvals. Marketing needs budget sign-off. Legal needs contract reviews. Finance needs deal desk greenlights. Meanwhile, your AE is watching their commission clock tick away while Karen in accounting finds a typo on page 17 of the SOW.

This is where ApproveThis and Salesloft become your new tag team. Salesloft handles the selling. ApproveThis handles the bureaucratic red tape. Connect them through Zapier, and you've just automated the most frustrating parts of sales operations.

Why This Combo Works (When Other Tools Don't)

Most approval tools treat every request like a tax return submission. ApproveThis gets that sales moves fast – which is why we built features that matter:

• Email approvals so execs can approve from their phones during your demo
• Auto-escalation when deals hit specific thresholds (no more $500K deals stuck in legal limbo)
• Approval hijacking protection with vacation delegation that actually works

Meanwhile, Salesloft's tracking every email open and call transcript. Together, they create an audit trail that keeps deals moving without micromanagement.

Real-World Use Cases That Don't Suck

1. Automatic Lead Database Updates

Picture this: Your BDR team gets a new enterprise lead request from marketing. Instead of copying/pasting info into Salesloft, ApproveThis automatically creates the contact record while routing the request to the sales director for territory assignment.

Who this helps: Tech companies with channel sales teams. No more duplicate entries or missed lead assignments because someone forgot to update both systems.

2. Approval-Driven Task Management

When a Salesloft task gets marked complete (like sending a proposal), ApproveThis can auto-route it to the deal desk team. They either approve the next steps or kick it back with notes – all without leaving Slack.

Who this helps: SaaS companies with complex implementation processes. Customer success gets visibility without having to hound sales for updates.

3. Note-Based Approval Triggers

Sales rep adds a note in Salesloft about a client's compliance requirement? ApproveThis instantly starts a legal review workflow. Legal team approves the custom clause, which auto-updates both your CRM and contract repository.

Who this helps: Fintech and healthcare companies. Eliminates compliance guesswork by tying approvals directly to sales conversations.

4. Post-Approval Automation

Deal approved in ApproveThis? Salesloft automatically schedules the kickoff call, updates the pipeline forecast, and triggers the commission calculation. Denied? It moves the deal to a re-engagement cadence and notifies the sales manager.

Who this helps: Enterprise sales orgs with complex comp plans. Finance stops chasing down closed-won updates, and reps get real-time feedback on why deals stall.

Setting This Up Without Losing Your Mind

Here's the beautiful part – you don't need IT to make this work:

1. Connect both apps to Zapier (takes 3 minutes)
2. Choose your trigger: New Salesloft note? Completed task? Updated lead status?
3. Map the key fields to an ApproveThis template

Pro tip: Start with one high-impact workflow like proposal approvals. Once sales leadership sees deals closing 23% faster (actual client result), they'll beg you to expand the integration.

Why Your Teams Will Actually Use This

Sales Ops

Finally get visibility into approval bottlenecks. That "urgent" contract review that sat on the CLO's desk for a week? You'll see exactly when it stalled and why.

Finance

Auto-approve discounts under 15% for enterprise deals, but require manual review for SMB. Bonus: All approvals feed directly into your audit logs.

Field Sales

Approve pricing exceptions from the airport lounge using email. No more VPNs, no more begging IT to reset your MFA token.

External Partners

Channel partners can submit deal registrations through ApproveThis without getting Salesloft licenses. You maintain control, they get faster responses – everyone wins.

The Unfair Advantage You're Missing

While your competitors are still using email chains and spreadsheets, you could be:

• Auto-approving 40% of routine requests with calculated fields
• Routing compliance reviews based on deal size and product mix
• Generating audit trails that actually make sense to regulators

This isn't about replacing human judgment – it's about eliminating the administrative diarrhea that slows down good decisions.

How to Not Screw This Up

Common mistakes we see:

Don't: Try to automate every approval process on day one
Do: Start with your most painful bottleneck (probably legal reviews or pricing exceptions)

Don't: Force approvers to learn new software
Do: Use email approvals with clear context from Salesloft notes

Bottom Line

Your sales team exists to close deals, not chase signatures. ApproveThis + Salesloft via Zapier turns approval workflows from speed bumps into automated guardrails. Less busywork, more selling.

Ready to stop losing deals to approval delays? Book a 12-minute demo or start a free trial. Worst case? You'll finally understand why your deals keep stalling.