ApproveThis manages your Rolldog Integration approvals.

Why This Integration Isn’t Just Another “Workflow Solution”

Let’s cut to the chase: most CRM approvals suck. You’ve got sales reps chasing managers for sign-offs, finance teams digging through inboxes for purchase requests, and everyone waiting on someone else to hit “approve.” Rolldog keeps your customer data organized – but when you need actual decisions to happen, that’s where ApproveThis comes in.

Combine Rolldog’s CRM muscle with ApproveThis’ approval automation, and you get something rare in business tech: a process that actually works how you think it should. No more lost requests. No more “I thought YOU approved that.” Just deals moving forward and teams staying aligned.

Where Rolldog Ends and ApproveThis Begins

Rolldog’s great at tracking leads and account activities. But here’s the problem – CRMs aren’t built to handle the messy human part of deals. ApproveThis does one thing better than anyone: force clear decisions, fast.

Think of it like this:

• Rolldog = “Here’s everything about the lead”
• ApproveThis = “Here’s exactly who needs to sign off on this deal – and we’ll make them do it”

The magic happens in the handoff. When a new Rolldog lead hits specific criteria (deal size, client type, etc.), ApproveThis automatically routes it to the right approvers. Those approvers don’t even need Rolldog access – they get everything in email or a simple dashboard.

Real-World Use Cases (That Don’t Sound Like BS)

1. Lead Qualification That Actually Works

The Problem: Your sales team spends days on leads that get killed by legal/compliance anyway.
The Fix: Auto-trigger approvals when Rolldog leads hit certain thresholds.

Example: A $50k+ deal in Rolldog automatically creates an ApproveThis request that routes to:

• Sales VP (for pricing)
• Legal (for contract review)
• Finance (for payment terms)

Why it matters: A manufacturing company used this to cut 8 days off their sales cycle. Approvers got Rolldog lead data directly in the approval request – no digging through CRM tabs.

2. Killing “Shadow Approvals” in Account Management

The Problem: Account managers make changes (discounts, scope creep) that never get properly reviewed.
The Fix: Rolldog account activities trigger mandatory ApproveThis checkpoints.

Example: A Rolldog activity log entry like “Client requests 15% discount” automatically requires:

• Regional manager approval
• CFO sign-off if over $10k

Why it matters: A SaaS company reduced discount overages by 37% in Q1 by forcing real-time approvals tied to Rolldog data.

3. Escalations That Don’t Require Babysitting

The Problem: High-priority deals get stuck because someone’s on PTO.
The Fix: ApproveThis’ vacation delegation + Rolldog activity tracking.

Example: A lead marked “Urent - Client Expiring” in Rolldog routes to:

• Primary approver
• Automatically escalates to CRO if no response in 2 hours

Why it matters: A logistics firm stopped losing last-minute RFPs by combining Rolldog’s urgency flags with ApproveThis’ escalation rules.

Setting This Up Without Losing Your Mind

Here’s the good news: If you can use Rolldog, you can set this up in under 20 minutes. Here’s how:

1. Connect via Zapier: Create a Zap between Rolldog (trigger) and ApproveThis (action)
2. Choose Your Battle: Pick which Rolldog events matter – new lead, account activity, etc.
3. Map the Data: Pull Rolldog fields into ApproveThis requests (deal size, client name, notes)
4. Set Approval Rules: Who approves what? Add conditions like “CFO approval required if >$25k”

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag deals needing extra scrutiny. Example: “If Rolldog ‘Potential Revenue’ / ‘Effort Score’ < 2.0, require COO approval.”

Who Actually Benefits From This? (Spoiler: Everyone)

Sales Teams

Stop playing approval detective. Get real-time updates in Rolldog when deals are approved/denied. ApproveThis’ email approvals let VPs sign off from their phones between meetings.

Operations

Enforce process without being the bad guy. When Rolldog shows an account activity, ApproveThis makes people follow the rules. Plus, audit trails prove compliance.

Finance

Budgets aren’t suggestions. Set ApproveThis thresholds to auto-approve small expenses but force manual review for big Rolldog deals. Bonus: Approvers see Rolldog data context without logging in.

The Unspoken Advantage: External Approvals

Most CRMs fail when clients or contractors need to approve things. With ApproveThis:

• Clients get emailed approval links (no Rolldog license needed)
• Vendors can approve purchase orders directly from their inbox
• All decisions sync back to Rolldog automatically

Example: A marketing agency uses this to get client sign-offs on campaign plans logged in Rolldog. No more “We never approved that!” emails.

Common Objections (And Why They’re Wrong)

“We already have Rolldog workflows.”
Cool – but when’s the last time someone actually approved something inside your CRM? Exactly.

“We use email for approvals.”
How’s that audit trail working out? ApproveThis gives you Rolldog-linked records that won’t get deleted when Karen from Accounting cleans her inbox.

Bottom Line: This Isn’t About Software

It’s about closing deals faster than your competitors. Rolldog tells you where opportunities stand – ApproveThis removes the roadblocks keeping them from moving forward.

Ready to stop herding cats? Register for ApproveThis or schedule a 10-minute demo. We’ll even help you build your first Rolldog integration – no sales jargon, just results.