ApproveThis manages your Outfield Integration approvals.

When Approval Management Meets Field Sales Execution

Let's be real – field sales teams move fast, but approvals move slow. Someone's always waiting on a PO sign-off while a prospect cools off, or chasing down managers stuck in back-to-back meetings. That's where pairing Outfield's CRM muscle with ApproveThis' approval automation changes the game.

Outfield keeps your field teams rolling with contact management and activity tracking. ApproveThis handles the bureaucratic stuff – multi-layer sign-offs, budget thresholds, compliance paper trails. Connect them through Zapier, and you've got a system where sales activity automatically triggers approvals, and pending decisions become trackable field tasks. No more lost requests in Slack threads.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit unique scaling pains. Field teams expand faster than process controls. Finance tries to clamp down on rogue spending. Compliance needs audit trails yesterday. This integration tackles three core issues:

• Speed: Turn days-long approval waits into hours
• Visibility: See approval status alongside sales pipelines
• Control: Enforce spending limits without micromanaging

Best part? Approvers don't need Outfield licenses. Client needs to sign off on a proposal? Just email them. Vendor waiting on PO approval? Route it through their Gmail. Your team only pays for ApproveThis seats – critical when working with external partners.

Real-World Use Cases That Don't Suck

1. Field Activity → Instant Approval Requests

Picture this: Your sales rep finishes a site survey in Outfield. Zapier automatically creates an ApproveThis request for the $15K equipment quote. Before they're back in the truck, the VP gets an email approval link. No paperwork. No waiting.

Who uses this:

• Construction: Equipment rentals needing safety officer sign-off
• Pharma: Sample requests requiring compliance approval
• Retail: Pop-up location leases needing legal review

ApproveThis adds conditional logic here. Quote under $5K? Auto-approve. Over $50K? Escalate to CFO. Approvers get nudged if they stall – no more "I didn't see the email" excuses.

2. Approval Requests → Trackable Field Tasks

Flip the script: When ApproveThis gets a new marketing spend request, Zapier creates an Outfield task for the regional manager. Now it's on their route plan – complete with location pins and deadline alerts.

Why it matters: Field teams live in Outfield. Burying approvals in another app? Guaranteed delays. This keeps everything in their natural habitat. Plus, ApproveThis' dashboard shows where every request stands – no status update meetings needed.

Setup That Doesn't Require an IT Degree

If you can make toast, you can connect these apps:

1. Create a Zapier account (free tier works)
2. Choose Outfield as trigger app (New Activity)
3. Pick ApproveThis action (Create Request)
4. Map Outfield fields to ApproveThis template
5. Test with a real field activity

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special handling. Example: If Outfield activity type is "Emergency Repair," bypass standard approvals.

Department-Specific Wins

Sales Teams: Close Deals Before Lunch

Field reps hate admin work. With automated approvals, they get real-time yes/no decisions during client meetings. Bonus: ApproveThis' mobile interface lets managers approve from anywhere – no VPN required.

Operations: Kill Compliance Anxiety

Every Outfield check-in can auto-generate an approval trail. Site inspection done? Approval request for the contractor payment fires off instantly. All docs attached. All timestamps logged. Auditors become your weirdest fans.

Finance: Control Without Being the Bad Guy

Set approval thresholds so field teams know their limits. $500 for client lunches? Auto-approved. $5k for trade show booth? Needs director eyes. ApproveThis handles the enforcement, finance just reviews exceptions.

The Hidden Perks You'll Actually Care About

Beyond the obvious time saves, this combo solves petty office dramas:

Vacation Coverage: ApproveThis auto-reassigns approvals when someone's OOO. No more "But I was in Cancun!" excuses.

External Approvals: Clients or vendors can approve via email without app access. Maintain professionalism without the software hassle.

Real-Time Updates: When an Outfield task gets completed, ApproveThis automatically notifies stakeholders. No more "Did you get my update?" follow-ups.

Common Objections (And Why They're Wrong)

"We already have approval workflows in [Other CRM]."
Cool. But can they handle multi-step conditional approvals? Automatically adjust based on deal size? Track approvals separately from sales data? Didn't think so.

"Our field team will never adopt new tech."
They don't have to. Outfield stays their main app. ApproveThis works in the background – they just get fewer angry emails from accounting.

Ready to Stop Chasing Approvals?

This isn't about flashy tech – it's about removing friction that costs deals. ApproveThis + Outfield via Zapier works because it respects how teams actually operate. Field people stay in their flow. Approvers keep using email. Everyone stays accountable without the overhead.

Get started with ApproveThis (free 14-day trial), or book a demo to see how it plays with your Outfield setup. Pro tip: Have your messiest approval process ready – we love a good challenge.