ApproveThis manages your CRM PipeRun Integration approvals.

When Sales Speed Meets Approval Gridlock

Let’s cut through the noise: your sales team uses CRM PipeRun to move deals through the funnel, but approvals still happen in email threads, Slack pings, and that one spreadsheet only Brenda understands. Every day wasted waiting for sign-offs means lost deals, frustrated teams, and revenue left on the table.

ApproveThis isn’t another layer of bureaucracy – it’s the missing link between your CRM’s momentum and the reality of getting decisions made. Here’s why connecting these two via Zapier isn’t just convenient, but a competitive advantage.

The Nuts and Bolts of No-BS Automation

ApproveThis acts like a traffic controller for decisions. CRM PipeRun handles the sales pipeline; ApproveThis handles the "yes/no/maybe" bottlenecks. Together via Zapier, they automate the handoffs that usually tank productivity:

• Deal created in PipeRun? Auto-generate an approval request with deal details pre-filled.
• Contract approved in ApproveThis? Instant sync back to PipeRun to trigger next steps.

Here’s the kicker: approvers only need ApproveThis access. No extra PipeRun licenses for clients or execs. No teaching Grandma in Accounting how to navigate your CRM.

Real-World Use Cases That Don’t Suck

1. Deal Discounts That Don’t Require a PhD in Follow-Ups

The Problem: Your sales rep offers a 15% discount to close a deal. Finance needs to approve it, but the request gets buried in their inbox. The client ghosts you.

The Fix: PipeRun triggers an ApproveThis request when a deal hits "Discount Threshold." Approval thresholds auto-approve small discounts, escalate big ones. Approved? PipeRun auto-updates the deal stage. Denied? Sales gets notified to pivot.

Who Cares: Manufacturing companies with complex pricing tiers. Agencies offering custom client packages.

2. Client Contracts That Don’t Leak Revenue

The Problem: Legal takes 3 days to review contracts. By the time they’re signed, the client’s budget got reallocated.

The Fix: New PipeRun deal → Auto-create ApproveThis request with contract PDF attached. Legal reviews via email (no login needed). Approved? PipeRun triggers e-signature. Denied? Comments sync back for sales to adjust terms.

Who Cares: SaaS companies with high-volume trial conversions. Consultants locking in project scopes.

3. Procurement That Doesn’t Require a Paper Trail

The Problem: Field ops needs emergency equipment. Purchase requests get lost between departments. Operations halts.

The Fix: PipeRun lead tagged "Urgent Procurement" → ApproveThis routes to Facilities, Finance, and VP in sequence. Real-time dashboard shows who’s sitting on it. Approved? PO auto-generated in PipeRun.

Who Cares: Construction firms managing multiple sites. Healthcare providers ordering medical supplies.

Setup That Won’t Make You Want to Swear

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

1. Log into Zapier (or create an account – it’s free to start).
2. Choose CRM PipeRun as your trigger app (e.g., "New Deal Created").
3. Pick ApproveThis as your action app ("Create Approval Request").
4. Map PipeRun deal fields to ApproveThis (deal value → approval amount, contact → approver, etc.).
5. Test with a live deal. Approve in CRM PipeRun. Watch the magic happen.

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag deals needing special handling. Example: "If Deal Amount > $50K, require VP approval."

Why Your CFO Will Stop Ignoring Your Emails

Approval delays cost money. A 2023 study by Lean Systems found mid-market companies lose $287K annually waiting for decisions. Here’s how this integration pays for itself:

Finance Teams: Set approval thresholds so only exceptions need human eyes. Automatic audit trails replace receipt hunting.

Sales Ops: Real-time dashboards show which deals are stuck. No more status update meetings.

Execs: Approve via email during layovers. Delegate approvals when OOO without exposing CRM access.

“But Wait, There’s More” (Except We’re Not Selling Knives)

ApproveThis isn’t just a trigger-happy Zapier bot. Features your team will actually use:

• Vacation Delegation: Sales manager on PTO? Requests auto-reassign without IT tickets.
• Approval Groups: Need 3/5 department heads to approve? Configure once, forget the chaos.
• Conditional Logic: Discounts under 10% auto-approve; over 10% escalate. No manual sorting.

The Bottom Line for People Who Hate Buzzwords

This isn’t about “digital transformation” – it’s about removing friction. For companies between 50-5,000 employees, ApproveThis + CRM PipeRun via Zapier means:

Sales: Close deals faster because approvals aren’t stuck in Outlook purgatory.

Finance: Enforce policies without playing process cop.

Ops: Track everything without herding cats.

Ready to stop losing deals to approval delays? Register for ApproveThis or schedule a 10-minute demo. No sales jargon, just a live walkthrough of how this actually works.