ApproveThis manages your Cliengo Integration approvals.

Let’s cut to the chase: approvals suck. Especially when you’re dealing with hot leads from your website chatbot. By the time your sales team finishes emailing stakeholders for sign-off, that eager prospect has already booked three demos with your competitors. That’s why pairing ApproveThis with Cliengo isn’t just convenient – it’s survival mode for mid-sized companies trying to move faster than their 5,000-employee competitors.

Why This Combo Works Like a Caffeine IV Drip

Cliengo’s chatbot grabs leads 24/7. ApproveThis forces decisions 24/7. Together, they turn “let’s circle back next week” into “let’s close this today.” Here’s the breakdown:

Cliengo’s Deal:

Automatically captures lead details from website chats – perfect for after-hours or when your sales team’s slammed. But raw leads aren’t revenue. Without structure, they rot in spreadsheets or get lost in Slack.

ApproveThis’ Angle:

Slaps rules onto the chaos. Think “All enterprise leads >$50k get auto-routed to VP Sales + CFO” or “Free trial requests approved instantly if under user limit.” No more guessing who needs to sign off.

Three Ways This Duo Saves Your Sales Team From Itself

1. Instant Approval Requests for New Leads

Scenario: An e-commerce company’s chatbot gets a lead from a retailer wanting to stock 10,000 units. Your sales rep would normally have to:

• Check pricing tiers
• Email finance about credit terms
• Wait 3 days for responses

With the integration? Cliengo triggers an ApproveThis workflow the second the lead hits the system. The request auto-includes:

• Lead’s chat history
• Order size calculations
• Pre-vetted discount thresholds

Approvers get an email – they can greenlight from their phone while grabbing coffee. No Cliengo login required. No “I’ll be at my desk in an hour.”

2. Auto-Update Lead Statuses After Approval

Here’s where most companies drop the ball: approved deals that never get processed because someone forgot to update the CRM. This zap automatically pushes ApproveThis decisions back into Cliengo. Example: A SaaS company approves a custom integration request. The moment they click “approve,” Cliengo tags the lead as “High Priority” and alerts the technical sales team. No status meeting required.

3. Force Reviews for Updated Lead Info

When an existing lead suddenly mentions needing 5x more users? The integration kicks off a new approval round. Perfect for agencies where a client’s scope creep can nuke profitability. Approvers see the before/after details and can nix bad deals before they start.

Who Actually Cares? (Spoiler: More Teams Than You’d Think)

Sales Teams

Stop babysitting deals through approval purgatory. Set rules so small deals auto-approve (freeing you to hunt bigger fish) while big deals get fast-tracked to the right execs.

Operations

Ever seen a sales promise that operations can’t deliver? Embed approval checks for inventory levels, implementation bandwidth, or vendor terms before the deal closes.

Finance

Enforce credit checks or payment terms upfront. If a lead’s D&B rating sucks, the deal routes to CFO approval before sales waste two weeks negotiating.

Setting This Up Without Losing Your Mind

If you can make toast, you can build this integration. Here’s the 30-second version:

1. Zapier Account: Free tier works
2. Connect Cliengo: Use Zapier’s Cliengo auth
3. Pick Trigger: “New Customer” or “Updated Customer”
4. Add ApproveThis: Map lead data to approval fields
5. Add Conditions: Like “Only trigger if lead score >75”

Total setup time? Less than a Netflix episode. Zapier’s interface guides you through it.

Features That Matter (No Fluff)

ApproveThis isn’t just a digital rubber stamp. These actually get used:

Approval Thresholds: Auto-approve discounts up to 15% for mid-market leads. Anything higher needs VP sign-off. No more “I didn’t know the limit!” excuses.

Vacation Delegation: CFO out climbing Machu Picchu? Requests auto-reassign instead of stalling.

Calculated Fields: Show approvers “This 20% discount drops our margin to X%” right in the request. No mental math required.

Common Objections (And Why They’re Dumb)

“We’re too small for this.” Cool. Keep letting enterprise leads slip through because Jill from accounting’s on PTO.

“Our process is too custom.” Great – build your 17-step approval chain once, then let it run while you focus on actual work.

“We’ll lose the human touch.” False. This eliminates admin, not judgment. Approvers still decide – they just do it in 30 seconds via email instead of 3 days via back-and-forth.

Bottom Line

If your lead approvals involve more than two emails and a spreadsheet, you’re hemorrhaging revenue. ApproveThis + Cliengo via Zapier is like adding lane assist to your sales process – fewer crashes, more speed.

Next Step: Book a 10-minute demo or start a free trial. If you can’t spare 10 minutes to fix broken approvals, you’ve got bigger problems.