ApproveThis manages your Pipedrive Integration approvals.

When Your CRM Needs Adult Supervision

Let's cut through the sales jargon: Pipedrive keeps your deals moving, but approvals still move at the speed of "Did you see my email?" That's where ApproveThis comes in - like a bouncer for your CRM, making sure only legit deals get through without slowing down the party.

We're not here to sell you on "synergy." This is about fixing three real problems:

• Deals stuck waiting for legal/finance sign-off
• Leads rotting in the pipeline because nobody vetted them
• Approval chains breaking when Karen from accounting takes PTO

Why This Combo Doesn't Suck

Pairing Pipedrive with ApproveThis through Zapier is like giving your sales team a self-service approval kiosk. Key benefits:

For the Sales Managers:

Your reps stop hounding you for status updates. Set up approval thresholds so small discounts auto-approve, big ones escalate to execs. Real example: A SaaS company reduced approval delays on upsell deals from 48hrs to 2hrs using calculated fields to auto-flag contracts over $25k.

For Finance Teams:

No more surprise discounts. When a Pipedrive deal includes special pricing, ApproveThis can require CFO sign-off before the deal moves to "Won." Bonus: Finance doesn't need Pipedrive licenses - they approve via email like civilized humans.

For Operations:

New client onboarding that doesn't require 17 Slack pings. When a new org gets added in Pipedrive, automatically trigger vendor approval workflows in ApproveThis with conditional routing (e.g., international clients go to legal first, domestic go to finance).

Actual Use Cases That Don't Feel Forced

1. Lead Approval Without the Committee Meetings

The Problem: Your SDRs are adding every LinkedIn bot to Pipedrive as "hot leads."

The Fix: New Pipedrive lead → Auto-create ApproveThis request with lead score, website traffic data, and previous interactions. Sales directors approve/deny via email in < 15 mins.

Who Cares: Marketing agencies qualifying new clients. Example: A 75-person agency reduced unqualified leads in their pipeline by 40% in Q1.

2. Deal Approvals That Don't Kill Momentum

The Problem: Your AE closed a big deal...now it sits in limbo waiting for legal.

The Fix: Custom approval chains in ApproveThis trigger based on deal size:
• < $10k: Auto-approve
• $10k-$50k: Sales VP + Finance
• $50k+: CEO + Legal

Who Cares: Manufacturing companies with complex discount structures. One client cut approval time for government contracts from 5 days to 8 hours.

3. Client Onboarding That Doesn't Require a PhD

The Problem: New Pipedrive organizations need vendor approvals, compliance checks, etc.

The Fix: New org created → ApproveThis routes to:
• Procurement for vendor setup
• Legal for contract review
• Finance for payment terms

Who Cares: Healthcare suppliers needing HIPAA compliance checks. Reduced onboarding errors by 62%.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can set this up:

1. Connect Pipedrive and ApproveThis in Zapier (takes 2 minutes)
2. Pick your trigger (new lead, deal stage change, etc.)
3. Map the important fields (deal size, client type, etc.)
4. Set approval rules in ApproveThis (who needs to sign off on what)

Pro Tip: Use ApproveThis' calculated fields to auto-flag deals needing special attention. Example: If [Deal Size] > [Quarterly Quota] * 0.3 → route to CRO.

Features You'll Actually Use

Beyond basic approvals, these matter:

Vacation Delegation

When your CFO is on safari, approvals auto-route to their deputy. No more "Waiting on Janice" statuses.

Approval Groups

Require 3/5 marketing leads to approve a new campaign budget. Or sequential approvals for multi-stage deals.

Real-Time Tracking

See which deals are stuck at legal vs. finance. Bonus: Auto-reminders that don't make you the bad guy.

Why This Beats Native CRM Approvals

Pipedrive's basic approval features work for simple "Yes/No" scenarios. But when you need:

• Multi-department sign-offs
• Conditional routing based on deal specifics
• Approvals from external partners (who shouldn't have CRM access)

...that's where ApproveThis kicks in. Plus, audit trails that actually help during compliance checks.

Bottom Line for Different Teams

Sales:

Close deals faster with auto-approved small discounts. Stop playing approval tag.

Legal:

Only get pinged for contracts that actually need your eyes. Set standard terms upfront.

Finance:

Enforce approval thresholds without being the "No" department. Real-time budget tracking.

Operations:

New client onboarding that doesn't require herding cats. Custom checklists per client type.

Getting Started (Without the BS)

If your approval process involves more than two emails, you're wasting money. Here's how to fix it:

1. Grab an ApproveThis trial (takes 3 minutes)
2. Connect to Pipedrive via Zapier
3. Set up your first workflow (start with deal approvals)
4. Watch your team actually hit quota

Or book a 15-minute demo if you prefer seeing the sausage get made first.

Final Thought

Approvals shouldn't be where deals go to die. With ApproveThis and Pipedrive, they become the grease that keeps your sales engine moving - not the sand in the gears. Now go approve something useful.