ApproveThis manages your BenchmarkONE Integration approvals.

Let’s cut to the chase: approvals suck. They’re the traffic jam in your otherwise smooth CRM process. But what if your marketing team could trigger discount approvals directly from lead behavior? Or automatically update deal statuses when legal signs off on contracts? That’s exactly what happens when you connect ApproveThis and BenchmarkONE through Zapier.

Why This Combo Works Like a Swiss Watch

BenchmarkONE keeps your sales pipeline moving. ApproveThis keeps decisions from gathering dust. Together, they turn “waiting on sign-off” into a relic of 2015 business practices. Here’s the kicker: approvers don’t need BenchmarkONE licenses. Your external vendors can approve invoices via email while your sales ops team tracks everything in real-time.

Real-World Workflows That Actually Matter

We’re not talking hypothetical BS. These are battle-tested automations for companies that hate wasting time:

1. Instant Deal Desk for Sales Teams

Picture this: Your AE spots a hot lead needing custom pricing. They trigger a BenchmarkONE workflow that:

• Creates an ApproveThis request with deal terms
• Routes to Sales Ops > Finance > Legal (in order)
• Auto-updates the lead record when approved

Manufacturing companies use this to approve custom bulk orders. Marketing agencies automate client discount approvals when renewals hit specific engagement scores.

2. Legal Compliance Without the Paper Chase

Your compliance team lives in ApproveThis. Your sales team lives in BenchmarkONE. Connect them for:

- Automatic contract approval workflows when deals reach specific stages
- GDPR consent tracking that actually gets signed off before campaigns launch
- Vendor onboarding that doesn’t require 17 forwarded emails

3. Marketing Budgets That Don’t Require Mind Reading

Here’s how a 200-person SaaS company fixed their Q4 budget mess:
“When campaign spend hits 80% of budget in BenchmarkONE, ApproveThis automatically routes for approval to extend. Our CMO approves via email during her commute. No login required.”

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. You’re just connecting dots:

1. Create a Zapier account (free tier works)
2. Choose your BenchmarkONE trigger (new contact, deal stage change, etc.)
3. Add ApproveThis action (create approval request)
4. Test with a real request (pro tip: use your CEO as the test approver)

Most teams get their first workflow live in 23 minutes. The second one takes 8.

Department-Specific Wins

Sales Ops: Stop chasing signatures for deal exceptions. Approval thresholds automatically escalate big discounts to VPs.

Marketing: Launch campaigns faster by tying budget approvals directly to BenchmarkONE performance metrics.

Finance: Real-time visibility into pending approvals with calculated fields showing cumulative budget impact.

Features You’ll Actually Use

We’re not here to sell you shelfware:

Vacation Delegation: Legal lead out? Requests auto-reroute without missing SLAs.
Approval Groups: Need 3 engineers to sign off on technical docs? Set it once.
Conditional Logic: Under $5k? Auto-approve. Over? Add CFO to the chain.

When Not to Use This Integration

Be real - no tool fixes broken processes. If your team argues about which approvers need involved more than actually approving things, fix that first. This works best for companies that have outgrown “Shoot an email to Bob” as an approval system.

What’s Next

Here’s your playbook:

1. List 3 approval processes currently handled via email
2. Map which involve BenchmarkONE data
3. Start an ApproveThis trial
4. Build your first Zap in under 30 minutes

Pro tip: Start with expense approvals. They’re simple, painful, and give immediate ROI. Then move to sales contracts and marketing budgets once you’ve got the hang of it.

Bottom Line

Approvals aren’t going away. But manual follow-ups? Those can die in a fire. Connecting ApproveThis and BenchmarkONE turns approval delays into automated handoffs. Your team keeps working in tools they know. Leadership gets audit trails. Everyone keeps their sanity.

Still reading? Book a 12-minute demo. We’ll show how 83 companies like yours cut approval time by 61% last quarter. No sales pitch. Just real workflows you can steal.