ApproveThis manages your Exly Integration approvals.

When Your Sales Engine Needs Guardrails

Let’s get real: Exly’s booking and lead tools are great at keeping your sales pipeline moving. But somewhere between the "Book Now" button and your bank account, there’s always that one approval that gets stuck in Susan’s vacation inbox. Or the refund request that slips through because finance didn’t get the memo. That’s where pairing Exly with ApproveThis stops the guessing games.

Think of it like putting your growth engine on cruise control – Exly handles the customer-facing hustle, while ApproveThis automatically routes every critical decision to the right people (even when they’re out of office). No more spreadsheet trackers. No more “I thought YOU approved that?”

Why This Combo Works for 50-5000 Employee Companies

Exly’s built for teams scaling their sales and community ops. ApproveThis? It’s the muscle that keeps your internal processes from collapsing under that growth. Together through Zapier, they handle two big headaches:

• Speed without chaos: Auto-create approval tasks the second an Exly booking/lead/refund hits your system, but keep controls in place.
• External approvers, zero headaches: Your vendors or clients approve via email – no need for them to log into Exly or bug your IT team.

Example time: A 200-person SaaS company uses Exly for workshop bookings. Their old process? Sales ops would manually email the workshop lead for approval, then chase them down. Now, ApproveThis auto-routes based on booking size, handles reminders, and only escalates the messy 10% that need human eyes.

4 Ways This Integration Actually Gets Used

1. High-Stakes Bookings Don’t Get Stuck

The Zap: New Exly booking → Auto-create approval request in ApproveThis.

Who Needs This: Teams selling big-ticket items (consulting packages, enterprise memberships). ApproveThis can auto-approve small bookings under $1k, but route the $20k deal to a VP + legal. Real example: A cybersecurity training company auto-approves individual cert courses but requires CISO sign-off on enterprise team packages booked through Exly.

2. Stop Wasting Sales Time on Junk Leads

The Zap: New Exly lead → Approval request if lead meets criteria (ex: budget over X, specific industry).

Who Needs This: Marketing agencies or consultants using Exly’s lead forms. Let’s say you get 50 leads/week – ApproveThis can filter out the tire-kickers. Only approved leads get sales outreach. Bonus: Use calculated fields to score leads based on Exly form data before routing for approval.

3. Refunds That Don’t Haunt You at Audit Time

The Zap: Exly refund processed → Approval request with amount, reason, customer history.

Who Needs This: E-commerce or education platforms with strict compliance. ApproveThis logs every ‘yes/no’ with comments, so when finance asks “Why did we refund that $5k workshop?” you’re not scrambling. Pro tip: Set thresholds so small refunds auto-approve, but big ones need CFO eyes.

4. Approved Leads That Actually Update Your CRM

The Zap: Approval in ApproveThis → Update/Create Exly lead with status notes.

Who Needs This: Teams where sales and approvals are separate. Example: A franchise uses Exly to collect location leads. Corporate approves franchisee applicants in ApproveThis, which then updates the Exly lead with next steps – no manual data entry.

Setting This Up Without the Headache

If you’ve used Zapier before, this is a 15-minute setup:

1. Pick Your Trigger: Exly’s “New Booking”, “New Lead”, etc.
2. Filter If Needed: Only send bookings over $X to ApproveThis.
3. Map Fields: Pull Exly data into the approval request (amount, customer email, notes).
4. Set Approvers: Assign individuals, groups, or use conditional logic (ex: over $10k goes to CFO).

Pro Tip: Use ApproveThis’ calculated fields to auto-add markup or tax to Exly booking amounts during approval. Makes finance’s life easier.

Which Teams Stop Hating Their Tools

Sales Ops:

No more babysitting deals through approval. Set rules once, then focus on exceptions. Plus, approvers can’t ghost – ApproveThis reminders nudge them via email.

Finance:

Get context with every request (payment history, customer contract link). Deny a refund? Your reason is logged for audit trails.

Customer Success:

See approved/denied requests in Exly without jumping apps. Faster responses = happier clients.

The “Wait, That’s Possible?” Features

ApproveThis plays nice with Exly’s quirks:

Vacation Overrides: Legal lead out? Approvals auto-reassign to their deputy. No expired requests.

Email Approvals: Let external partners approve without Exly logins. They just reply “Approved” to the email.

Real-Time Dashboards: Live view of all Exly-related approvals – filter by date, amount, status. CFOs love this.

When You Know It’s Time to Upgrade

You’re a fit for this integration if:

• Your Exly bookings/leads require 2+ people’s sign-off
• Finance keeps finding “surprise” refunds or discounts
• Approvers take 3+ days to respond, delaying delivery

Bottom line: If your team’s growing but approvals are still a manual mess, you’re leaving money (and sanity) on the table.

No-BS Next Steps

If automated approvals for Exly sound like adulting for your business:

1. Grab an ApproveThis trial – takes 5 minutes.

2. Check Exly’s Zapier docs – they’re here.

Or schedule a 15-minute demo where we’ll build your first Exly approval flow live. No “rah-rah” sales stuff – just show you how it works.