ApproveThis manages your RevSend Integration approvals.

When Approval Bureaucracy Meets Gift-Giving Zen

Let’s be real – getting sign-offs on client gifts, sales incentives, or employee rewards shouldn’t feel like herding cats through a spreadsheet. RevSend nails the “make people feel special” part. ApproveThis handles the “why is this taking three weeks and six reminder emails?” problem. Together? They’re the tag team that keeps your gifting strategy human and your finance team from having a meltdown.

Why This Combo Doesn’t Suck

Most approval tools treat your gift campaigns like a TPS report. RevSend’s whole vibe is about building relationships. ApproveThis doesn’t make your approvers learn another app – they can approve/reject via email like normal people. Key perks:

• No more license juggling: Your client’s CEO approves the $500 bottle of Scotch without needing a RevSend login. Your procurement team isn’t getting 37 Slack pings about “how do I even open this gift link?”
• Budget guardrails that don’t kill momentum: Auto-approve gifts under $50, escalate big spends to the right VP, and still let sales move fast.
• Gifts that actually land on time: Approval delays don’t mean missing the client’s birthday. Automate gift sending the second the request gets the green light.

Use Cases That Don’t Feel Like Corporate BS

We’ll skip the generic “streamline workflows” talk. Here’s how real teams use this combo without losing their souls:

Sales Teams: From “Awkward Follow-Up” to “Hero Moment”

Scenario: Your rep closes a deal. They want to send a $200 gift basket. What usually happens?

❌ Email finance ➔ wait 2 days ➔ manager forgets ➔ gift arrives a week late ➔ client’s already getting demoed by your competitor.

With ApproveThis + RevSend:

✅ Deal closes in CRM ➔ Auto-request sent ➔ VP approves via email in 5 mins ➔ RevSend dispatches gift ➔ Rep looks like a rockstar.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag gifts over territory budgets. Sales gets autonomy, finance keeps control.

HR: Employee Recognition That Doesn’t Require 7 Forms

Scenario: Manager wants to reward their team after a brutal project. Traditional route:

❌ Submit ticket ➔ HR loses it ➔ Finance denies because “not in Q2 budget” ➔ Team morale plummets.

Integrated approach:

✅ Manager submits via ApproveThis form ➔ Auto-checks remaining team reward budget ➔ If funds exist, gift card emails fire instantly ➔ Denied? Suggests alternatives like extra PTO days.

Procurement: Stop Being the “Department of No”

Vendors need holiday gifts. Marketing wants swag for an event. Current process:

❌ Endless email chains ➔ “Can we get 3 quotes?” ➔ Missed shipping deadlines ➔ Everyone hates you.

Automated sanity:

✅ Requests hit ApproveThis ➔ Routes based on vendor type + spend ➔ Approved? RevSend orders ship same-day ➔ Denied? Auto-sends vendor a “Let’s chat next quarter” email.

Setting This Up Without Losing a Day

If you can set up a Zoom call, you can do this. Here’s the down-and-dirty:

1. Zapier account: Free tier works if you’re under 100 tasks/month. Get started here.
2. Connect RevSend: Zapier’s got a pre-built connector. Needs your RevSend API key (found in RevSend’s settings).
3. Link ApproveThis: Use the “New Request” trigger. Map RevSend’s order data to approval fields.
4. Test with a $5 gift card: Better to fail small than auto-send 100 Yeti coolers by accident.

Teams That Stop Hating Mondays

This isn’t just for the sales overlords. Who else wins?

Customer Success: Auto-approve renewal anniversary gifts under $75. Clients feel loved without your team lifting a finger.

Exec Assistants: CEO’s LinkedIn connections get birthday gifts without her having to type “approved” 200 times a year.

IT: 83% fewer “Why can’t I log in?!” tickets from external approvers. You’re welcome.

No Brainer Next Steps

If you’ve got RevSend, adding ApproveThis is like putting jet fuel in your gift strategy. Sign up for a free trial – takes 10 minutes. Or book a 15-minute demo where we’ll show how to set up conditional approvals based on your sales regions.

Pro Tip: Mention this article, and we’ll throw in pre-built Zapier templates so you don’t start from scratch.