ApproveThis manages your Salesmate Integration approvals.

When Your CRM Finally Gets a Spine

Let's face it - most sales approval processes move slower than a demo call with bad wifi. Deals get stuck in email threads, discount requests vanish into Slack purgatory, and your VP of Sales still approves contracts via text message. This is why pairing ApproveThis with Salesmate through Zapier isn't just smart - it's borderline therapeutic for organizations tired of approval chaos.

What Happens When Approval Muscle Meets CRM Brains

Salesmate handles the heavy lifting of managing deals and contacts. ApproveThis brings the rulebook. Together through Zapier, they create a self-regulating system where:

• New deals automatically trigger approval chains based on amount, client risk, or your custom rules
• Approval decisions update CRM records without manual data entry
• External partners approve directly via email without needing Salesmate logins

Real-World Numbers That Don't Suck

A SaaS company using both platforms reduced their sales contract approval time from 72 hours to 19 minutes. How? Automated approval routing triggered by deal size in Salesmate:

Deal < $5k → Auto-approved
$5k-$25k → Sales Manager + Legal
> $25k → Escalates to CFO

Four Ways This Integration Saves Actual Jobs

1. Deal Approvals That Don't Kill Momentum

The Problem: Your AE closes a $120k deal at 4:55PM on Friday. Legal needs to review, but the VP of Sales is on a ski lift. The deal rots until Tuesday.

The Fix: New Salesmate deals trigger ApproveThis workflows with:

• Automatic escalations if approvers don't respond
• Parallel approvals for multi-department sign-offs
• Real-time deal status visible in both systems

2. Client Onboarding That Doesn't Embarrass You

The Scenario: A manufacturing company needs board approval for new client payment terms. Their process:

Salesmate contact creation → ApproveThis sends terms to execs → Upon approval, Salesmate auto-enables client portal access

No more "We approved that last week" email chains.

3. Discount Control Without Micromanagement

A cybersecurity firm stopped discount bleed by linking Salesmate opportunity amounts to ApproveThis thresholds:

Sales rep requests 15% off → System checks against historical deal data → Approves/denies or escalates based on predictive margins

4. Compliance Paper Trails That Actually Help

When a medical device company's sales notes needed regulatory approval:

Salesmate activity log → ApproveThis sends to compliance team → Approved notes lock in CRM with audit trail

Setting This Up Without Losing Your Mind

Connect Salesmate and ApproveThis in Zapier in three steps even your least techy sales ops person can handle:

1. Create Zapier triggers for Salesmate events (new deal, contact, etc.)
2. Map critical data fields between systems (deal ID, amounts, contacts)
3. Set approval rules in ApproveThis using Salesmate data as conditions

Pro Tip: Use ApproveThis' calculated fields to auto-approve/reject based on Salesmate data before human eyes even see the request.

Why Your Finance Team Will Actually Smile

Approval thresholds in ApproveThis sync with Salesmate deal values to:

- Auto-approve routine contracts under $10k
- Require dual signatures for mid-range deals
- Force C-level approval on anything with custom payment terms

Client-Facing Teams Stop Playing Messenger

External approvers (clients, partners, legal counsel) get email approvals with:

- Direct links to approve/reject
- Automatic reminders
- No need for Salesmate licenses

An ad agency using this feature reduced client approval delays by 68% on campaign launches.

When Sales Ops Gets Their Life Back

The magic happens in ApproveThis' dashboard where you can:

- See approval bottlenecks in real-time
- Audit past decisions with full context
- Modify workflows without IT help

A sales ops manager at a logistics company reclaimed 11 hours/week previously spent chasing approvals.

Deal Desk Teams Become Actual Heroes

Complex deals get handled through:

- Parallel approvals across legal, finance, and engineering
- Automatic SLA tracking for compliance
- Version control on contract changes

The Vacation Proof Setup You Need

ApproveThis' delegation rules prevent deals from dying because someone's at Burning Man:

- Auto-reassign approvals after 24hrs of no response
- Designate fallback approvers per deal type
- Maintain chain of custody records

Making It Stick Across Teams

The real win comes when different departments actually follow the same process. A unified tech stack through Zapier means:

- Sales doesn't invent rogue approval processes
- Legal gets context-rich requests
- Execs approve via mobile without logins

How to Not Screw This Up

Common pitfalls we've seen (and how to avoid them):

Mismatched Fields: If Salesmate calls it "Contract Value" and ApproveThis says "Deal Amount" - map them correctly on day one.

Over-Engineering: Start with 2-3 critical approval types before automating everything.

Permission Blindspots: Use ApproveThis' role-based access to keep sensitive deals locked down.

Bottom Line: This Isn't Just Another Integration

Pairing ApproveThis with Salesmate via Zapier creates an enforceable approval layer that actually adapts to how deals get done. It's not about adding bureaucracy - it's about removing the crap that makes salespeople hate process.

Ready to stop being your team's approval secretary? Book a demo or start a free trial before your next big deal gets stuck in approval limbo.