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Pitchlane Integration

ApproveThis manages your Pitchlane Integration approvals.

April 17, 2025

Integration Category: Sales Crm

Why This Integration Isn't Just Another Zap

Let's cut through the usual "integration benefits" fluff. When you connect ApproveThis and Pitchlane through Zapier, you're essentially building a direct pipeline between your video content creation and the people who need to greenlight it. No more chasing down executives in Slack DMs or wondering if Karen from legal actually watched your compliance video.

Pitchlane's strength? Making personalized video content at scale. ApproveThis's jam? Getting decisions made without endless meetings. Together, they solve the two biggest headaches in corporate video workflows: production bottlenecks and approval limbo.

Who Actually Benefits From This Setup

This isn't some vanity integration for tech bros. Real teams in companies that actually ship products/services will see results:

  • Sales Ops Teams managing 100+ personalized demo videos/month
  • Marketing Squads launching time-sensitive campaign content
  • Compliance Groups needing legal sign-off on training materials

The magic happens when you stop treating approvals as separate from creation. Every "approve this video" request becomes part of the production timeline, not an afterthought.

Three Ways This Combo Beats Manual Processes

1. Auto-Trigger Reviews When Videos Hit Specific Stages

Example: A SaaS company's marketing team creates 20 product update videos in Pitchlane. Instead of manually notifying the product team each time, ApproveThis automatically:

  • Routes technical accuracy checks to engineering leads
  • Sends compliance reviews to legal
  • Triggers final CMO approval

Bonus: Approvers get everything in their email. No need to log into Pitchlane unless they actually need to watch the video (which they can do right from the approval request).

2. Approval-Based Video Production

Here's where it gets interesting. Say your sales team needs custom proposal videos, but only after deal terms are approved. Set up a Zap that:

  1. Creates approval request in ApproveThis when CRM deal reaches $50k+
  2. Auto-generates Pitchlane video brief upon approval
  3. Notifies sales ops to finalize video once rendered

This prevents wasted effort on unapproved deals while keeping approved opportunities moving fast.

3. First-View Alerts That Matter

When a high-stakes video (think: investor pitch, acquisition offer) gets its first view in Pitchlane, ApproveThis can automatically:

  • Alert exec teams via Slack/Teams
  • Trigger follow-up task creation in your project management tool
  • Start clock on response time SLAs

No more guessing if key stakeholders actually saw the content you slaved over.

Setting This Up Without Losing Your Mind

Here's the brass tacks setup:

  1. Connect both apps to Zapier (15 minutes max)
  2. Choose your trigger: New Pitchlane video created? First view? Specific tag applied?
  3. Map these to ApproveThis actions: Who needs to approve? What's the SLA? Any automatic escalations?
  4. Test with real content (Pro tip: Use a $5 Fiverr voiceover for testing instead of your CEO's time)

Key advantage: Approvers don't need Pitchlane logins. Huge for external partners or execs who refuse to learn new tools.

Why This Isn't Just About Saving Time

Sure, shaving 3 days off your approval cycle matters. But the real win is documented accountability. With ApproveThis tracking every decision and Pitchlane showing exactly which version was approved, you'll never have another "I never saw that revision" excuse.

For compliance teams, this is gold. Every training video approval is automatically logged with timestamps and comments. For sales? You can prove the exact proposal video the client viewed before signing.

Real-World Use Cases That Don't Suck

Enterprise Sales Teams

Problem: Custom demo videos stuck in legal review purgatory.
Solution: Auto-route any Pitchlane video tagged "client-facing" to legal via ApproveThis. Legal team gets email reminders with escalating urgency. Videos auto-publish once approved.

HR Departments

Problem: New hire training videos need 7+ stakeholder approvals.
Solution: Sequential approvals in ApproveThis ensure compliance reviews happen before translations are ordered. Pitchlane automatically generates localized versions post-approval.

Agencies

Problem: Clients ghosting on video approval for weeks.
Solution: ApproveThis sends automated reminders with "Approve or we pause your retainer" verbiage. First views tracked in Pitchlane prove clients opened files.

Features You'll Actually Use

Beyond basic approvals, this combo lets you:

  • Set dollar-amount thresholds: Auto-route $50k+ deal videos to CFO
  • Use conditional logic: Marketing videos go to legal only if containing stats
  • Delegate approvals: Automatically reassign tasks when approvers are OOO

No need to overcomplicate it - these exist to solve actual problems, not pad feature lists.

When This Integration Makes Sense (And When It Doesn't)

Good fit if:

  • You create 10+ videos/month needing approvals
  • Multiple departments/stakeholders are involved
  • Compliance/legal requirements exist

Not worth it if:

  • One person approves everything
  • You don't track version control
  • "Approval process" means CC'ing your boss in Gmail

Getting Started Without the BS

Try this today:

  1. Sign up for ApproveThis (free trial works)
  2. Connect your Pitchlane account via Zapier
  3. Set up one approval workflow for your most annoying bottleneck

Prove the value internally, then scale. Most teams see ROI within 2 approval cycles.

Bottom Line

This integration isn't about cool tech - it's about eliminating the 47 Slack follow-ups needed to get a damn video approved. Whether you're managing sales demos, training content, or client deliverables, connecting ApproveThis and Pitchlane turns approval chaos into a documented, automated process.

And hey, if you don't want to stop playing calendar tag with approvers, that's cool too. Some people really enjoy hearing "I never got that email" for the 100th time.

🥳

Integrate with Pitchlane Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Pitchlane

Suggested workflows (and their Zapier components) for Pitchlane

Create approval requests for new Pitchlane videos

Automatically streamline your video approval process by triggering an approval request in ApproveThis whenever a new video is created in Pitchlane. This integration enhances efficiency by ensuring each video undergoes necessary review steps.

Zapier Components

Pitchlane Logo

Trigger

Video Created

Triggers when a new Pitchlane video is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Pitchlane videos after approvals

Simplify your content creation workflow by automatically generating new videos in Pitchlane as soon as an approval request is completed in ApproveThis. This helps reduce manual tasks and speeds up the content production process.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Pitchlane Logo

Action

Create a Video

Create a video in Pitchlane to be rendered

Request approvals for first-time video views

Ensure important stakeholders are aware of key video viewership events by automatically creating approval requests in ApproveThis when a video is viewed for the first time in Pitchlane. This keeps team members informed and involved in high-impact content engagements.

Zapier Components

Pitchlane Logo

Trigger

Video First Viewed

Triggers when a video is viewed for the first time only.

Action

Create Request

Creates a new request, probably with input from previous steps.