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RepMove Integration

ApproveThis manages your RepMove Integration approvals.

April 22, 2025

Integration Category: Sales Crm

When Route Planning Meets Approval Automation

Let's cut to the chase: sales teams live in RepMove to organize accounts, map routes, and crush quotas. But every time a rep needs approval – whether it's signing off on a new prospect or greenlighting a discount – everything grinds to a halt. That's where 93% of sales ops leaders say bottlenecks happen. Enter ApproveThis. When you connect these two through Zapier, you're not just automating paperwork. You're removing speed bumps from the revenue highway.

How This Duo Works (Without the Corporate Fluff)

RepMove handles the field work – contacts, routes, task management. ApproveThis handles the bureaucratic stuff – approvals, compliance checks, audit trails. Together via Zapier, they hand off data like a relay race where nobody drops the baton. New prospect in RepMove? Auto-send for compliance review. Approval granted in ApproveThis? Instantly update RepMove records. It's not "integration" – it's actually making two systems talk like adults.

The Nerd Stuff That Actually Matters

ApproveThis brings three things RepMove can't:

  • Approval thresholds: Auto-approve small discounts but escalate big deals to execs
  • Delegation: Sales managers OOO? Approvals reroute instantly
  • Calculated fields: Dynamically adjust approval rules based on deal size/terms

Meanwhile, RepMove keeps sales teams from wasting time on admin. Together? You get reps selling instead of chasing signatures.

Real-World Use Cases (Not Just Theory)

1. Prospect Onboarding Without the Committee Meetings

The Problem: New enterprise account gets added in RepMove. Now legal needs to vet them, finance checks credit, and the sales VP approves territory assignment. Cue two weeks of Slack pings.

The Fix: Zapier triggers an ApproveThis workflow the second the prospect is created. Legal gets the contract, finance gets the credit app, sales leadership gets territory details – all in parallel. ApproveThis enforces who approves what, and when all boxes are checked, RepMove auto-updates the prospect status. Who uses this: Medical device companies approving new hospital accounts, MSPs vetting client creditworthiness.

2. Task Approvals That Don't Kill Momentum

The Problem: Reps create tasks in RepMove for post-sale implementations. But without manager approval, nothing moves. Managers miss emails, tasks stall.

The Fix: Every new task in RepMove over 8 hours triggers an ApproveThis request. Managers approve/deny right from email (no login needed). Approved? Task stays in RepMove. Denied? Comments sync back as a RepMove note. Who uses this: HVAC companies dispatching techs, beverage distributors managing delivery exceptions.

3. Compliance Logging That Actually Happens

The Problem: Deals get approved verbally, then someone forgets to document why. Hello, audit nightmares.

The Fix: When ApproveThis finalizes any deal approval, Zapier slaps a timestamped note in RepMove with who approved what and under which rules. Who uses this: Pharma reps needing documented FDA compliance, financial services tracking Reg D exemptions.

Setup That Takes Less Time Than a Sales Standup

1. Connect the Apps: Create a Zapier account (free tier works)
2. Pick Your Trigger: "New Prospect in RepMove" or "New Task in RepMove"
3. Set Approval Rules: Map RepMove fields to ApproveThis thresholds and approvers
4. Test With a Live Deal: Use an existing RepMove account to trial the flow

Pro Tip: Use ApproveThis' calculated fields to auto-set approval rules based on RepMove data – like requiring CFO signoff for deals over $250K.

Why Your CFO Will Secretly Love This

For Finance Teams: ApproveThis becomes your enforcement layer. No more "I didn't know the discount needed approval" excuses. All rules are baked into the workflows that connect to RepMove data.

For Sales Ops: Real-time dashboards show exactly where deals get stuck. Is it legal dragging feet on contracts? Managers slow to approve discounts? Now you know.

For Field Reps: Stop playing approval tag. Get notified in RepMove when requests are approved, with all docs attached. No more digging through Outlook.

The Silent Killer Feature Nobody Talks About

ApproveThis approvers don't need RepMove licenses. That client who needs to sign off on project specs? Add them as an approver. They'll get emails with one-click approve/deny – no RepMove access required. Same for cross-departmental reviews. Legal gets their own approval queue without cluttering your CRM seats.

When Not to Use This Integration (Be Honest)

This isn't magic fairy dust. If your sales process has zero formal approvals, keep scrolling. But if any of these sound familiar…

  • Deals stall waiting for legal/finance signoff
  • Managers field endless "Can I offer 10% off?" calls
  • Audits require digging through old emails

…then connecting RepMove to ApproveThis isn't just useful – it's a liability shield.

Ready to Stop Being a Human Routing Bot?

ApproveThis isn't another SaaS toy. It's the approval layer that lets RepMove do what it's best at – organizing your sales chaos. The integration works because both tools stay in their lanes but share just enough data to keep deals moving.

Next steps:
- Register for ApproveThis (free 14-day trial)

Or keep pasting approvals into Slack and hoping someone notices. Your call.

🥳

Integrate with RepMove Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for RepMove

Suggested workflows (and their Zapier components) for RepMove

Create approval request for new prospects

When a new account or prospect is created in RepMove, this automation creates an approval request in ApproveThis to verify account details. It streamlines the onboarding and verification process with an approval step to ensure data accuracy. *Note: Customize approval conditions as needed.*

Zapier Components

RepMove Logo

Trigger

New Account/Prospect

Triggers when a new account/prospect is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update contacts for new approval requests

This integration updates contacts in RepMove when a new approval request is initiated in ApproveThis. It ensures that relevant contact information is recorded and updated immediately during the approval process. *Note: Ensure contact fields are mapped correctly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

RepMove Logo

Action

Create or Update Contact

Create or update a new contact

Create approval request for new tasks

When a new task is created in RepMove, this automation triggers an approval process in ApproveThis to validate task assignments. It helps manage task approvals and ensures accountability across teams. *Note: Adjust task criteria in the approval workflow.*

Zapier Components

RepMove Logo

Trigger

New Task

Triggers when a new task is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add note for approved requests

This integration adds a note in RepMove when an approval request is completed in ApproveThis. It logs the outcome of the approval process, keeping internal records up to date. *Note: Review note content for compliance.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

RepMove Logo

Action

Create a Note

Create a new note for account