ApproveThis manages your Orimon Integration approvals.

When Chatbots Meet Approval Chains

Let’s get real: sales teams love leads until they have to decide what to do with them. Orimon’s AI chatbots capture opportunities 24/7, but then what? If your process involves three emails, a spreadsheet update, and waiting for Dave from finance to get back from vacation – you’re losing deals. ApproveThis cuts through that noise by turning Orimon’s raw leads into structured approval workflows that actually move.

Here’s the play: Orimon qualifies the lead, ApproveThis routes it to the right humans, and decisions happen before the competition even gets their Slack notification. No more “I thought you were handling this” moments.

Why This Combo Works (When Other Tools Trip Over Themselves)

Orimon’s good at conversations. ApproveThis is good at decisions. Most CRMs try to do both and end up doing neither well. By connecting them through Zapier, you’re using each tool for its actual strength instead of hoping some all-in-one platform magically works.

Key difference: ApproveThis doesn’t just send emails. It enforces rules. Like automatically escalating high-value leads to senior sales reps if junior staff don’t approve/deny within 2 hours. Or requiring CFO sign-off only for discounts above 15%. Orimon feeds the data, ApproveThis handles the politics.

Real-World Uses That Don’t Suck

For Marketing Teams: Stop Wasting Paid Traffic

Scenario: Your Orimon chatbot captures 200 leads from a $20k ad campaign. Without approvals, sales cherry-picks the ‘hot’ ones and ignores the rest. Connect the two systems to:

• Auto-create approval tasks for every lead
• Assign leads based on territory rules or product interest
• Kill approvals for junk leads (typo emails, competitors snooping)

Example: A cybersecurity company routes leads mentioning “ransomware” to senior reps instantly, while “password manager” queries go to junior staff with 24h response SLA.

For Sales Ops: Fix Commission Disputes Before They Start

Ever had two reps fight over who approved a lead first? ApproveThis timestamps every decision and shows the full approval path. When Orimon passes lead details, ApproveThis can:

• Check CRM duplicates before approval
• Require manager sign-off for cross-region deals
• Auto-assign leads based on round-robin or performance data

Bonus: Approvers don’t need Orimon licenses. Useful when external partners or execs need to greenlight deals but shouldn’t have full system access.

For Finance: Control Discounts Without Being the Bad Guy

When Orimon’s chatbot offers a 10% discount, but the lead negotiates for 20% – that’s a problem. ApproveThis adds guardrails:

1. Orimon detects discount requests in chat
2. ApproveThis routes to sales manager + finance based on amount
3. If both approve, Orimon auto-sends the contract
4. If denied, routes to specials team for negotiation

Manufacturing companies use this to enforce margin rules on custom orders. No more “Oops, we accidentally sold it at cost” emails.

Setting This Up Without Dying of Boredom

Zapier’s the middleman here. You’ll need:

1. An ApproveThis account (obviously)
2. Orimon.ai connected to Zapier
3. 15 minutes (seriously, it’s two Zaps)

Zap 1: From Chatbot to Approval

Trigger: New lead in Orimon.ai
Action: Create ApproveThis request
Pro tip: Map Orimon’s lead score to ApproveThis’ priority field. High scores = shorter approval deadlines.

Zap 2: From Decision Back to Sales

Trigger: Approval decision in ApproveThis
Action: Update Orimon lead status + notify sales rep
Pro tip: Add conditional logic to trigger upsell workflows in Orimon if lead is approved with high intent.

Zapier’s documentation covers the technical bits, but our customers usually have this running before their first coffee cools.

Features You’ll Actually Use (No Bloatware Here)

Approval Thresholds = Your New Best Friend

Example: Auto-approve leads under $5k potential value. Require VP sign-off over $50k. ApproveThis handles the tiered routing, so sales reps don’t “forget” to loop in execs on big deals.

Vacation Delegation That Doesn’t Require HR

When your CMO is at Burning Man, ApproveThis auto-reassigns their approvals to the CRO. No more stalled campaigns because someone’s off-grid.

Calculated Fields for Sane Decisions

Orimon sends lead data → ApproveThis calculates “estimated deal size” → routes to appropriate team. A media agency uses this to triage leads between branding vs. performance teams instantly.

Why This Beats “Just Using CRM Approvals”

CRMs are terrible at approvals. They either:

- Let everyone see everything (security risk)
- Require endless clicks (compliance nightmare)
- Crash when five people try to approve at once (looking at you, Salesforce)

ApproveThis gives audit trails without micromanagement. Plus, since it’s separate from your CRM, you can involve contractors or clients in approvals without giving them full data access.

Who Should Steal This Setup?

E-commerce Companies

Approve custom order requests from Orimon chats in under 2 hours. Automatically reject orders requiring hazardous materials shipping.

Marketing Agencies

Route new client inquiries from Orimon to the right team (SEO, PPC, content) based on chatbot answers. Require creative director approval for budgets over $10k.

B2B SaaS Teams

Auto-approve free trial signups from Orimon, but require CEO review for enterprise plan discounts requested via chat.

Getting Started (Without the Usual BS)

1. Sign up for ApproveThis – free trial covers 100 approvals
2. Connect to Orimon.ai via Zapier (pre-built templates available)
3. Test with one lead type (ex: discount requests)
4. Roll out to other approval processes once addicted

Pro tip: Use ApproveThis’ email approvals so approvers don’t have to learn another tool. They can approve directly from Gmail or Outlook.

Bottom Line

Orimon’s chatbots handle the ‘what’ – ApproveThis handles the ‘who.’ Together, they make sure good leads don’t die in approval purgatory. It’s not magic, just better process design.

Next step: Book a 15-minute demo to see how 83 companies cut their lead-to-approval time by 62%. Or don’t, and keep waiting for Dave to finish his lunch.