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PersistIQ Integration

ApproveThis manages your PersistIQ Integration approvals.

April 17, 2025

Integration Category: Crm

When Process Police Meet Sales Machines

Let's face it - most sales teams hate approvals. PersistIQ users live in their CRM, crushing outbound sequences and prospect management. ApproveThis folks? They're the process nerds keeping compliance teams from having panic attacks. Together? They're the odd couple that actually makes sense.

This integration isn't about making friends. It's about eliminating the 23-slack-message dance every time your AE needs to approve a discount or legal needs to vet a prospect. We're talking about connecting deal velocity with actual business rules - without requiring your sales team to learn another tool.

Why This Combo Doesn't Suck

PersistIQ handles the "move fast" part of sales outreach. ApproveThis handles the "break things (but get permission first)" reality of modern business. Connect them through Zapier, and you get:

  • Approval chains that trigger automatically from prospect activity
  • Legal/compliance checks that don't require manually CC'ing 5 departments
  • Audit trails that even your most paranoid board member would approve

Real example: A SaaS company used this combo to cut their enterprise deal approval time from 72 hours to 4. How? Every PersistIQ prospect update automatically pings the right approvers in ApproveThis. No more "Did you see my email?" follow-ups.

Four Ways This Actually Works (Without the BS)

1. Auto-Blacklist Time-Wasters

Scenario: Your BDRs keep getting fake leads from competitor domains wasting everyone's time.

Fix: When ApproveThis approves a "block domain" request, Zapier automatically adds it to PersistIQ's DNC list. Sales ops stops playing whack-a-mole, legal gets their paper trail, reps stop complaining about garbage leads.

2. Prospect Vetting That Doesn't Slow Down Deals

Scenario: Your AEs need manager approval before offering custom pricing to new accounts.

Fix: New PersistIQ prospects trigger approval workflows in ApproveThis before they enter sales sequences. Managers approve via email in 2 clicks. No CRM hopping. No missed opportunities.

3. Approval-Driven Prospecting

Scenario: Your compliance team needs to review high-risk verticals before outreach.

Fix: ApproveThis approvals automatically create PersistIQ prospects with pre-approved messaging. Sales stays compliant without manual handoffs. Legal gets sleep at night.

4. Change Control for Pipedrive Pros

Scenario: Updated prospect info needs legal/finance review before being used in campaigns.

Fix: Any PersistIQ prospect update triggers ApproveThis workflows. Modified lead scores? New company info? All get reviewed by the right people before hitting active sequences.

Setup That Won't Make You Want to Quit

1. Create your Zap - Pick either ApproveThis or PersistIQ as the trigger
2. Map critical fields - Prospect IDs, approval reasons, dollar amounts
3. Test with real data - Use an actual discount request or prospect change
4. Activate and stop micromanaging

Pro tip: Use ApproveThis' calculated fields to auto-route requests. Example: Deals under $5K go straight to sales managers. Over $5K? Add finance to the approval chain automatically.

Who Actually Benefits (Besides Your Sanity)

Sales Ops Teams

Stop being the human API between PersistIQ and accounting. Approval thresholds in ApproveThis mean reps know exactly when they need sign-offs vs. when they can just close.

Finance Departments

Ever approved a discount only to find the rep already promised it? Now approvals happen before commitments hit PersistIQ sequences. Real-time tracking means no more spreadsheet audits.

Legal & Compliance

Auto-create approval chains for regulated industries or GDPR-sensitive prospects. Vacation delegation in ApproveThis means no approval bottlenecks when counsel's on PTO.

External Partners

Channel partners adding prospects to your PersistIQ? Make them follow approval rules without giving them full CRM access. ApproveThis approvers don't need PersistIQ licenses - just email to keep things moving.

What You're Not Paying For (But Get Anyway)

- Email Approvals: Approvers don't need another login. Click. Decide. Done.
- Conditional Routing: High-value prospects get exec sign-off automatically
- Delegation: Out-of-office approvers? Requests auto-reassign
- Compliance Candy: Full audit trails of who approved what prospect changes

Bonus: ApproveThis scales with your PersistIQ usage. More prospects? More sequences? Your approval process doesn't collapse under volume.

When to Consider a Different Approach

This integration works best when:

  • You have 5+ approval processes touching sales workflows
  • Multiple departments need visibility into prospect changes
  • Deal sizes justify compliance overhead

If you're a 10-person startup closing $500 deals? Maybe overkill. Scaling past 50 employees with enterprise contracts? This combo becomes non-negotiable.

Make Approval Bureaucracy Work for You

There's two types of companies - those who let approval chaos slow them down, and those who automate the bureaucracy into submission. The PersistIQ + ApproveThis integration is how category leaders stay in the second group.

Ready to stop being your team's approval secretary? Get started with ApproveThis or schedule a live demo. We'll show you how to make sales approvals feel less like red tape and more like rocket fuel.

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Integrate with PersistIQ Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for PersistIQ

Suggested workflows (and their Zapier components) for PersistIQ

Add do not contact domain when requests are approved in ApproveThis

Simplify your approval workflow by automatically adding a domain to your do-not-contact list once a request is approved in ApproveThis. This ensures efficient communication management by preventing unwanted contact after approval.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

PersistIQ Logo

Action

Add Do Not Contact Domain

Adds a new Do Not Contact domain.

Create approval request for new prospects in ApproveThis

Ensure all new prospects pass through the approval process by automatically generating an approval request in ApproveThis whenever a new prospect is added in PersistIQ. This leads to enhanced decision-making and resource allocation based on prospect validation.

Zapier Components

PersistIQ Logo

Trigger

New Prospect

Triggers when a new prospects is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create new prospects from approval requests in ApproveThis

Automatically create prospects in PersistIQ whenever a new approval request is initiated in ApproveThis. This streamlines prospect generation and ensures every new request is efficiently transitioned into the sales pipeline.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

PersistIQ Logo

Action

Create Prospect

Creates a new prospect.

Generate approval requests for updated prospects in ApproveThis

Enhance your approval workflow by creating requests in ApproveThis whenever a prospect is updated in PersistIQ. This ensures that changes to prospect data are reviewed and approved, maintaining alignment with business objectives.

Zapier Components

PersistIQ Logo

Trigger

Updated Prospect

Triggers when a prospect is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.