ApproveThis manages your BONZO Integration approvals.

Why You’re Wasting Time with Manual Approvals in Sales Pipelines

Let’s cut to the chase: if your sales team is still forwarding emails for budget approvals or waiting days to move prospects through pipeline stages, you’re losing deals to competitors who automate this crap. ApproveThis and Bonzo fix this by turning your approval bottlenecks into automated handoffs. No more “Hey, did you see my Slack about the Acme Corp deal?” at 9 PM.

What Happens When Approval Management Meets Prospect Tracking

Bonzo organizes your prospects. ApproveThis organizes your decisions. Together through Zapier, they create a system where:

• Approvals automatically trigger prospect movements in Bonzo
• New sales requests instantly create pipeline entries

Example: A $25K upsell request gets approved in ApproveThis → Bonzo moves that prospect to “Contract Review” stage → Sales ops gets an automated alert. Zero human middlemen.

Three Ways This Integration Actually Solves Real Problems

1. No More Stalled Deals Waiting on Legal/Finance

A cybersecurity SaaS company uses this integration to auto-advance prospects when custom contract terms get approved. Their sales engineers save 11 hours/week previously spent chasing legal via email.

2. Eliminate Duplicate Data Entry Between Teams

When marketing at a mid-sized e-commerce brand launches a new campaign in Bonzo, ApproveThis auto-generates budget approval requests. Finance approves directly from Outlook without needing a Bonzo license.

3. Stop Losing Small-but-Strategic Deals

A manufacturing supplier set up approval thresholds in ApproveThis: discounts under 5% auto-approve and trigger Bonzo to move prospects to “Ready to Close.” Their SMB close rate jumped 34% in Q1.

Setting This Up Without Involving IT

If you can build a sandwich, you can connect ApproveThis to Bonzo:

1. Create Zapier account (free tier works)
2. Choose your trigger: “New Request” or “Approved/Denied” in ApproveThis
3. Map approval data to Bonzo prospect fields
4. Test with a $0 test deal

Pro tip: Use ApproveThis’ calculated fields to auto-flag deals needing exec review before they hit Bonzo.

Why Sales Ops Teams Love This Combo

ApproveThis handles the bureaucratic sludge that slows down reps. Bonzo keeps prospects warm. Together, they give operations teams:

• Automatic audit trails for compliance
• Real-time visibility into approval bottlenecks
• Delegation controls for when VPs are OOO

Case in point: A fintech startup reduced their sales approval cycle from 14 days to 38 hours by adding approval thresholds that bypass layers when deals meet specific criteria.

Finance Teams Finally Get What They Need

When ApproveThis connects to Bonzo through Zapier:

• All approved discounts sync to NetSuite/SAP
• Denied requests auto-archive with reasons logged
• Delegated approvals during vacations prevent delays

Example: A healthcare SaaS company auto-rejects any Bonzo prospects from unapproved territories, preventing legal headaches down the line.

The Hidden Benefit for External Collaborations

Client needs to approve a proposal? Vendor requires PO sign-off? ApproveThis lets external partners approve directly via email without needing a Bonzo login. Legal loves this because:

• No guest user fees in Bonzo
• All decisions are logged with timestamps
• Conditional fields prevent overpromising

Real-world impact: A marketing agency reduced client approval cycles by 62% using email-based approvals that update Bonzo campaign statuses automatically.

When to Consider Other Tools (We’re Honest Here)

This integration works best for companies where:

• Deals require 2+ internal approvals
• Prospects move through 5+ pipeline stages
• Discounts/terms vary by client

If you’re a 10-person shop with one decision-maker, you’re better off sticking with Bonzo alone. But once you hit 50+ employees, the approval chaos becomes expensive fast.

Getting Started Without Disrupting Current Workflows

Here’s how to roll this out without mutiny:

1. Identify 2-3 approval types that cause the most delays (contracts, discounts, etc.)
2. Build parallel workflows in ApproveThis but keep existing manual processes
3. Run both systems for 2 weeks, then compare speed/accuracy

Most teams we work with fully switch within 10 days because the time savings are too obvious to ignore.

Your Move

ApproveThis isn’t another tool – it’s the approval layer that makes Bonzo actually work for scaling teams. Either keep losing deals to paperwork, or:

Start Free Trial (takes 8 minutes) or Book Demo

P.S. If you’re still manually approving stuff in 2024, your competitors already think you’re adorable.