ApproveThis manages your SalesQL Integration approvals.

When Lead Data Meets Approval Automation

Let’s cut to the chase: your sales team lives in tools like SalesQL to find emails, track prospects, and build pipelines. Your finance team lives in spreadsheets and PDFs waiting to approve deals. And somewhere in between, deals stall because Karen from legal hasn’t signed off on the contract terms yet.

ApproveThis and SalesQL through Zapier is where these worlds collide (in a good way). We’re talking about automatically triggering approval workflows the second a high-value lead pops up in SalesQL. No more manual hounding over Slack. No more “I thought you were handling this” emails. Just deals moving forward because the right people get nudged at exactly the right time.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a sweet spot: enough deals happening to need structure, but not enough bureaucracy to justify six-month ERP implementations. That’s where stitching together best-of-breed tools makes sense.

SalesQL handles the front end – finding decision-makers, tracking LinkedIn activity, building lead lists. ApproveThis handles the back end – getting sign-offs from department heads, legal, or external partners. Zapier acts as the glue so nobody has to play middleman.

The kicker? Approvers don’t need a SalesQL license. You’re not paying $50/month for your CFO to click “approve” twice a week. They get an email, tap a button, and get back to whatever CFOs do all day.

Real Use Cases That Don’t Suck

1. Auto-Flag High-Risk Deals Before Sales Wastes Time

Imagine your reps are chasing a lead from a company that’s SalesQL shows as having 500+ employees. Your procurement policy requires VP approval for any deal over $25k. Without automation:

• Rep spends 3 weeks negotiating
• Deal gets stuck in approval limbo
• Customer gets cold feet

With the integration:

• SalesQL detects company size/industry
• ApproveThis auto-routes based on deal size thresholds
• VP gets email alert with one-click approve/deny

Ideal for: SaaS companies with enterprise tiers, manufacturers dealing with regulated industries.

2. Stop Marketing From Blasting Unvetted Leads

Marketing wants to send a campaign to 5,000 new SalesQL contacts. Problem: 30% are existing customers, 10% are competitors. Your CMO’s assistant is manually cross-referencing CSV files. Gross.

Fix it with:

SalesQL → ApproveThis → CRM cleanup. Here’s how:

1. New contact list uploaded to SalesQL
2. Zapier triggers ApproveThis workflow
3. Sales ops reviews sample records
4. Either approves full list or kills the campaign

Bonus: Use ApproveThis’ calculated fields to auto-approve lists under 1,000 contacts if quality scores hit a threshold.

Setting This Up Without Losing Your Mind

If you can set up a Slack channel, you can handle this. Here’s the 3-step version:

1. Connect the pipes: Create a Zapier account (free tier works for testing)
2. Pick your triggers: SalesQL events like “New Contact Added” or “Lead List Updated”
3. Define approval logic: In ApproveThis, set rules like “Any deal over $X requires CFO review”

Pro tip: Use ApproveThis’ vacation delegation so summer Fridays don’t bottleneck deals. If the CMO is OOO, requests auto-reroute to their deputy.

Department-Specific Wins

Sales Ops Teams

Your new superpower: Enforce discount approval policies without being the bad guy. When a rep offers 20% off, ApproveThis can:

• Auto-approve discounts ≤10%
• Route 10-20% to sales directors
• Escalate anything higher to VP

All while syncing approved discounts back to SalesQL lead records.

Finance Teams

Kill the spreadsheet approval queues. Now when SalesQL identifies a Fortune 500 lead, ApproveThis can:

• Require dual CFO/legal sign-off
• Attach standard NDA templates
• Log all approvals for audit trails

Marketing Teams

Stop guessing if lead lists are approved. Set up a workflow where:

• New SalesQL lead list triggers approval
• Sales lead reviews sample contacts
• Upon approval, list pushes to Marketo/Mailchimp

Why This Isn’t Just Another Integration

Most approval tools treat every request the same. ApproveThis adds context SalesQL can’t:

• Dynamic thresholds: Auto-approve SMB leads but require checks for enterprises
• Approval chains: Legal → Finance → CEO sign-offs based on deal risk
• Real-time tracking: See which deals are stuck and why

Example: A cybersecurity firm uses SalesQL to find healthcare leads. ApproveThis auto-flags HIPAA-related deals for compliance review. Saves 8 hours/week on manual audits.

No-BS Next Steps

If you’re still handling approvals with email chains and “Hey, can you check this?” Slack messages, we need to talk. Here’s how to stop the madness:

1. Test drive ApproveThis: Free trial takes 3 minutes
2. Book a workflow audit: We’ll map your current SalesQL process
3. Steal our templates: Pre-built Zaps for common use cases

Bottom line: Your sales team closes. Your legal team mitigates risk. Your job is to make sure they’re not stuck waiting on each other. Let’s fix that.

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FAQs From People Who Hate Buzzwords

Q: Does this require IT involvement?
A: If you can build a Salesforce report, you can set this up. No coders needed.

Q: What if approvers ignore the emails?
A: ApproveThis sends escalating reminders. Plus, you can set auto-approve if they don’t respond in X hours.

Q: Can we customize approval reasons?
A: Yep – add dropdowns like “Approve with discount cap” or “Deny due to compliance risk”.