ApproveThis manages your VanillaSoft Integration approvals.

When Your CRM Needs Adult Supervision

Let's be real - sales teams move fast. Too fast sometimes. Deals get marked "ready to close" that shouldn't. Discounts get promised without finance signing off. Leads get pushed through without compliance review. That's where combining VanillaSoft's sales engine with ApproveThis' approval guardrails turns reckless speed into actual momentum.

What Each Tool Does Best

VanillaSoft: The Sales Accelerator

VanillaSoft isn't your grandma's CRM. Built for high-velocity sales teams, it combines lead management, auto-dialing, and deal progression tools that help reps close faster. But like any good sales tool, it assumes every opportunity should move forward. Which brings us to...

ApproveThis: The Approval Copilot

ApproveThis acts as your quality control checkpoint. When deals in VanillaSoft need review (big discounts, custom terms, sensitive accounts), ApproveThis automatically routes them to the right people - sales managers, legal, finance - without requiring those approvers to log into your CRM. Think of it like adding a pit crew to your sales race car.

Three Ways This Combo Saves Deals (and Sanity)

1. No More "Who Approved This?!" Moments

The Problem: Reps promise 30% discounts to hit quota. Legal never reviewed the custom contract terms. Now you're explaining to the CFO why margins tanked.

The Fix: Automatically create approval requests in ApproveThis whenever a VanillaSoft contact is marked "Resulted" (sales-speak for "ready to move forward").

Real Example: A SaaS company uses this to enforce discount thresholds. Any deal over 15% off gets auto-routed to the VP of Sales. Approvers get all deal context directly in email - no CRM access needed. Approved deals sync back to VanillaSoft; denied ones trigger follow-up tasks.

2. Stop Playing Telephone Between Teams

The Problem: Sales says legal approved the contract. Legal says they never saw it. Meanwhile the client is asking why their onboarding is delayed.

The Fix: When ApproveThis approvals happen (yes or no), automatically update VanillaSoft contact records and notify the sales rep.

Real Example: A manufacturing company uses this for custom orders. If engineering approves production feasibility, VanillaSoft automatically moves the deal to "Contracting." If denied, the contact gets tagged "Needs Re-Scoping" with notes from engineers.

3. Kill the "Approved, Now What?" Limbo

The Problem: Deals get approved but stall because next steps aren't clear. Sales ops wastes hours tracking down who's responsible.

The Fix: New approval requests in ApproveThis automatically create tasks in VanillaSoft with owner assignments and deadlines.

Real Example: A marketing agency routes all new client contracts through this workflow. Approved deals auto-create VanillaSoft tasks for account setup, kickoff calls, and billing. Denied deals trigger a manager review process.

Why This Isn't Just Another Integration

Most CRMs have approval features. What makes this combo different?

• No license juggling: Approvers don't need VanillaSoft logins - they approve via email
• Multi-team workflows: Route deals through legal, finance, and security in one process
• Conditional logic: Auto-approve small discounts but escalate big ones

Setting This Up Without an IT Degree

Using Zapier, you can connect ApproveThis and VanillaSoft in about 15 minutes:

1. Create your approval workflow in ApproveThis (who needs to approve what)
2. Set up a Zap that triggers when VanillaSoft contacts hit specific statuses
3. Map the important deal data to ApproveThis request fields
4. Add another Zap to push approval decisions back to VanillaSoft

Pro tip: Start with one approval use case (like discounts over X%), then expand once the team sees it working.

Who Benefits Most (Besides Your Sanity)

Sales Teams

Reps stop playing approval tag and get notified immediately when deals clear. Managers gain visibility without micromanaging every deal.

Finance Teams

Auto-route non-standard deals for review before they hit the books. Approval thresholds prevent margin bleed.

Operations Teams

See which approval bottlenecks are slowing deals. Use real-time dashboards to optimize processes.

The Bottom Line

Approvals don't have to be sales kryptonite. When you make them:

• Automatic (no more manual handoffs)
• Transparent (no more "I didn't know" excuses)
• Fast (approvers get everything they need in one email)

...you actually close deals faster with fewer mistakes. And isn't that the whole point?

Ready to Stop Being an Approval Janitor?

ApproveThis works with VanillaSoft and 500+ other apps via Zapier. No coding, no user seat fights, no more chaos.

Get started free or schedule a 15-minute demo to see how approval automation actually works in the real world.