ApproveThis manages your HelloSells Integration approvals.

When "Quick Approvals" Aren't Quick Enough

Let's cut through it: sales teams live or die by response times. HelloSells grabs leads by the collar so they don't slip away. ApproveThis makes sure your internal red tape doesn't strangle those opportunities. Together? They're the tag team that keeps deals moving while keeping your lawyers (and accountants) from having a meltdown.

Think of this integration as your bureaucratic bodyguard. HelloSells qualifies the lead, ApproveThis handles the internal paperwork circus, and your team actually gets to focus on closing deals instead of chasing down signatures.

Why This Combo Works (When Other Tools Just Add Noise)

Most approval tools treat every request like it's defusing a bomb. ApproveThis actually understands that some decisions need to happen at the speed of sales. Pair that with HelloSells' lead triage, and you've got a system that's responsive without being reckless.

Key advantage? Approvers don't need a HelloSells license. That means your legal team can greenlight a sales offer without getting dragged into your CRM. External partners can approve specs without seeing your entire pipeline. It's permissioned access without the access headaches.

Real-World Use Cases (No Fluff Edition)

1. The "Stop Leaving Money on the Table" Play

Marketing agencies: When HelloSells captures a client's urgent request for a campaign change, ApproveThis automatically routes it to both the creative director (for feasibility) and the account manager (for budget check). No more "I thought you approved that?" emails at 11PM.

Manufacturing example: A rush order comes through HelloSells. ApproveThis checks inventory levels via calculated fields, then either auto-approves or escalates to production lead based on preset thresholds. Lead times drop from days to hours.

2. The "Keep Legal Out of Your Sales Team's Hair" Setup

HelloSells qualifies a lead requesting custom contract terms. Instead of CC'ing your entire legal department, ApproveThis routes specific clauses to the right attorney. Sales keeps momentum while compliance does their thing in parallel.

Bonus: Vacation delegation means approvals don't stall when counsel is out. It automatically reroutes to the secondary reviewer without sales having to play detective on who's covering.

3. The "Actually Useful Meeting" Workflow

Customer success teams using HelloSells for renewal chats can trigger ApproveThis workflows that pre-populate discount approval requests. By the time the meeting happens, all internal sign-offs are already handled. Now you can actually talk strategy instead of begging for permissions.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting here. Create your Zap in three steps:

1. Trigger: "New Message" in HelloSells
2. Action: "Create Request" in ApproveThis
3. Map critical fields (lead details, urgency flags, dollar amounts)

Pro tip: Use ApproveThis' calculated fields to auto-flag high-priority requests. Example: If HelloSells tags a lead as "Enterprise Tier", add 24-hour SLA logic to the approval path.

Who Actually Benefits (Besides Your Sanity)

Sales Teams

Stop being the approval nag. Custom workflows mean legal gets only the contract clauses that matter, finance sees just the numbers, and engineering reviews only technical specs. Less back-and-forth = more closes.

Customer Support

HelloSells captures a feature request? ApproveThis routes it to product with context attached. No more losing requests in Slack threads. Plus, escalation thresholds ensure urgent bugs jump the queue.

Operations

Track approval bottlenecks in real dashboards instead of spreadsheet archaeology. See which departments delay deals, which contracts need template updates, and where auto-approval thresholds could save time.

Features You'll Actually Use (No Shelfware Here)

Approval thresholds: Auto-approve discounts under 10% but require VP sign-off above that. HelloSells lead score triggers higher thresholds for premium clients.

Conditional routing: Enterprise leads from HelloSells go straight to senior reps. Small biz inquiries route to junior staff with manager approval baked in.

Email approvals: Let execs sign off from their inbox without another platform login. Replies update both ApproveThis and HelloSells automatically.

When to Avoid This Integration (Let's Be Real)

If your approval process is "the founder texts the CFO", this is overkill. But once you're scaling past 50 employees or handling regulated industries, winging it becomes a liability fast.

Also skip if you enjoy:

• Last-minute fire drills because someone forgot to approve vendor contracts
• Sales reps making borderline promises to hit quotas
• Legal team migraines from non-compliant offers

Bottom Line: This Isn't About Approvals

It's about removing friction in your growth engine. HelloSells captures opportunities; ApproveThis ensures they don't die in internal bureaucracy. Together, they turn "let me check with..." into "approved, let's move."

Ready to stop losing deals to approval delays? Get ApproveThis integrated with HelloSells today. Or book a 15-minute demo to see how it handles your messiest approval scenarios.