ApproveThis manages your Walnut Integration approvals.

Why Approval Processes Shouldn’t Kill Your Sales Momentum

Let’s cut to the chase: sales teams live and die by speed. Every minute your customized demo sits waiting for legal sign-off or your AE hesitates to share unapproved content is a minute your competitor uses to swoop in. That’s where pairing Walnut’s hyper-targeted demo platform with ApproveThis’s no-bullshit approval automation changes the game.

Walnut lets you build sales demos that actually resonate with prospects. But here’s the rub – reps often hit bottlenecks getting internal signoffs on demo variations, pricing tweaks, or custom content. ApproveThis cuts those delays by automating approvals directly within the tools your team already uses. No more chasing down VPs via Slack or digging through email threads.

How This Duo Works (Without the Tech Headaches)

Zapier acts as the middleman here – no coding required. When key actions happen in Walnut (like a prospect viewing a demo), Zapier pings ApproveThis to kick off your predefined approval workflow. Approvers get an email, click approve/deny, and Walnut automatically gets updated. The magic? Approvers don’t need Walnut logins – huge for involving external partners or execs who can’t be bothered with another SaaS tool.

Real-World Example: A SaaS company uses Walnut demos tailored to enterprise clients. Their sales team needs VP approval before sharing custom pricing tiers. Normally this takes 18 hours. With this integration? The request auto-generates when the prospect hits the pricing page in the demo, gets approved in 23 minutes average, and the deal moves forward same day.

Use Cases That Actually Matter to Revenue Teams

1. Killing Demo Gatekeeping

The Problem: Your AE creates a fire demo for a healthcare client but needs compliance approval before sharing. Cue three days of back-and-forth while the prospect cools off.

The Fix: Set up a Zap so that when any Walnut demo tagged “healthcare” is viewed internally, ApproveThis:

• Routes to compliance lead + sales director
• Includes demo transcript snippets for context
• Auto-escalates after 4 hours if no response

Who Cares: Medtech companies, enterprise SaaS vendors, anyone in regulated industries where demo content needs legal eyeballs.

2. Playlist Reviews That Don’t Suck

The Problem: Marketing creates killer demo playlists in Walnut for Q4 campaigns… that get stuck in “feedback limbo” from six stakeholders.

The Fix: Trigger approval requests when new playlists are viewed by internal teams. ApproveThis handles:

• Parallel approvals (product + marketing + legal at the same time)
• Version comparisons if edits are made
• Automatic reminders with playlist engagement stats attached

Who Cares: Product-led growth teams, e-commerce companies running seasonal campaigns, agencies managing client content.

Why Your Finance Team Will Stop Yelling at You

Approval thresholds in ApproveThis mean you’re not bugging the CFO for every $50 discount. If a Walnut demo includes pricing options:

→ Discounts under 5%? Auto-approved.
→ 5-15%? Needs regional sales director.
→ 15%+? CFO + CRO get pinged.

Plus, all those approvals sync back to your CRM via Zapier. No more end-of-quarter spreadsheet panic.

Setup That Takes Less Time Than Your Morning Coffee

1. Connect the Apps: Zapier account (free tier works) → ApproveThis → Walnut
2. Pick Your Trigger: “Demo Viewed” or “Playlist Viewed” in Walnut
3. Map the Data: Pull prospect name, demo version, viewed sections into ApproveThis
4. Set Approval Rules: Who needs to sign off? What’s the SLA? Any auto-approve thresholds?

Pro Tip: Use ApproveThis’s calculated fields to auto-flag deals over $250K for exec review based on Walnut demo data.

What You’re Really Solving Here

For Sales Ops:

→ No more herding cats for deal desk approvals
→ Audit trails when reps skip steps (we know it happens)

For Customer Success:

→ Client asks for custom demo? CSMs can trigger approvals without looping in sales
→ Renewal discounts get legal eyes before CS blasts them out

For Execs:

→ See approval bottlenecks in real dashboards
→ Stop being the human approval bottleneck

Cool Features You’ll Actually Use

Vacation Delegation: Approver OOO? ApproveThis auto-reassigns to their backup without dropping the ball.

Approval Groups: Need 3 VPs to approve a mega-deal demo? Do it all at once instead of sequentially.

Mobile-Friendly: Approve from your phone between meetings – no VPN, no Walnut access needed.

Why This Isn’t Just Another “Integration”

Walnut’s strength is hyper-personalized demos. ApproveThis’s strength is killing approval delays. Together, they solve the two biggest leaks in the sales pipeline: irrelevant content and bureaucratic slowdowns.

Real Impact: A cybersecurity client cut their demo-to-proposal time from 14 days to 3 by automating compliance checks through this integration. Their sales team now does 22% more demos/month because they’re not stuck waiting on legal.

Getting Started (Without the BS)

If your team does more than 20 demos/month or has at least two approval layers, this pays for itself in saved deal cycles. ApproveThis offers free trials – connect it to your Walnut account via Zapier in about 15 minutes.

Prefer a walkthrough? Book a 10-minute demo where we’ll show how a medtech company automated 89% of their demo approvals.