ApproveThis manages your Agency Elephant Integration approvals.

When Approval Management Meets Sales Automation

Let's cut through the corporate speak: approvals suck. Especially when your sales team's chasing deals while drowning in "approval required" emails. That's why pairing ApproveThis with Agency Elephant through Zapier isn't just convenient - it's a straight-up survival tactic for growing teams.

ApproveThis handles the bureaucratic heavy lifting with customizable approval workflows, while Agency Elephant keeps your sales pipeline moving. Together, they create closed-loop automation where approvals trigger real actions and sales activity drives smart permissioning. No more chasing down VPs for signatures or manually updating lead statuses.

Why This Combo Works (No Fluff Edition)

Here's the brass tacks for companies scaling past 50 employees:

• Sales keeps selling instead of babysitting approval paperwork
• Ops teams maintain control without creating bottlenecks
• Finance stays happy with audit trails for every decision

The magic happens in three areas: automated lead status updates, tag-based approval triggers, and bi-directional data flow that keeps both systems in sync. Bonus points? Approvers don't need Agency Elephant licenses - perfect for involving external partners or execs who just need to approve, not poke around your CRM.

Real-World Use Cases That Don't Suck

1. Auto-Update Lead Statuses on Approval

Picture this: Your sales lead just got pricing approval for a enterprise deal. Normally, they'd:

1. Celebrate for 2.3 seconds
2. Manually update Agency Elephant
3. Get distracted by 14 Slack notifications

With our integration, the moment ApproveThis records a "approved" decision:

• Lead status jumps to "Contract Pending" automatically
• Sales ops gets notified
• Deal velocity metrics stay accurate

IT services companies use this to escalate technical approvals while keeping sales pipelines honest. Marketing agencies love it for client budget sign-offs that actually stick to timelines.

2. Trigger Approvals When Leads Get Tagged

Tags in Agency Elephant should be action triggers, not just colorful labels. When a lead gets tagged as "Enterprise Deal":

• ApproveThis fires off a multi-step approval to legal and finance
• Custom thresholds auto-approve smaller deals
• Delegation rules cover vacationing approvers

We've seen manufacturing companies use this for custom part requests - tag a lead as "Custom Quote Needed" and boom, engineering approvals kick off before sales even finishes their coffee.

3. Create Leads from Approval Requests

New vendor approval in ApproveThis? That's a lead in Agency Elephant now. Contract renewal coming up? There's your pipeline reminder. This two-way sync turns approval data into actual sales intel instead of siloed paperwork.

Setup That Doesn't Require an IT Degree

Here's your 3-step no-BS guide:

1. Connect both apps to Zapier (15 minutes max)
2. Pick your trigger: Approval completion? Tag change? New request?
3. Map the key fields - lead ID to approval ID, status to decision type

Pro tip: Start with one workflow (we recommend the tag-based approvals), then expand. ApproveThis's calculated fields let you auto-approve based on deal size thresholds - set once, save hundreds of manual reviews.

Who Actually Benefits From This?

Sales Teams

Your closers stay in Agency Elephant where they belong. Approval requests hit their inbox (or Slack), get answered with one click, and pipeline statuses update automatically. No more "I thought Bob approved that?" Mondays.

Operations Managers

Real-time dashboards in ApproveThis show exactly where bottlenecks are forming. Combined with Agency Elephant's reporting, you can spot patterns like legal approvals killing Q4 deals - then adjust thresholds accordingly.

Finance Departments

Every approval ties to specific leads/deals in Agency Elephant. Come audit time, you've got a clear paper trail showing who approved what discount, when, and why. CFOs sleep better knowing conditional approval rules prevent rogue discounting.

Why This Isn't Just Another Integration

Most CRMs bolt-on approval features as an afterthought. By keeping ApproveThis separate but connected via Zapier, you get:

• Specialized tools doing what they're best at
• External approvers who don't need CRM access
• Flexibility to change CRMs without rebuilding approval logic

It's like having a specialist surgeon instead of a general practitioner - better results, less mess.

Cool Features You'll Actually Use

Beyond basic approvals, this combo lets you:

• Auto-escalate stuck approvals to backup approvers
• Calculate commission thresholds during approval
• Require consensus from multiple departments

A healthcare SaaS company we work with uses vacation delegation to ensure HIPAA compliance approvals never stall. Their legal team rotates coverage without missing SLAs.

When to Steal These Ideas

If any of these sound familiar, it's time to act:

• Deals stuck in "awaiting approval" purgatory
• Sales complaining about ops slowing them down
• Finance finding unauthorized discounts post-mortem

The integration works for companies from 50 to 5,000 employees - we've seen 62% faster approval cycles in early adopters.

Getting Started Without the Corporate Nonsense

No need for a big rollout. Pick one pain point:

• Contract approvals delaying deals?
• Marketing needing legal sign-off on campaigns?
• HR requiring manager approvals for new roles?

Set up that single workflow in an afternoon. See results. Then expand. Our support team hates long meetings as much as you do - we've built ApproveThis to work without endless consulting.

Bottom Line for Busy People

ApproveThis + Agency Elephant via Zapier means:

• Less chasing approvals
• Fewer manual updates
• More closed deals

It's not about flashy tech - it's about removing friction in processes that make your team dread Mondays. The integration works because it respects how people actually work, not how software wants them to.

Your Move

Either keep pasting approval statuses between tabs like it's 1999, or:

Grab a free ApproveThis trial and connect it to your Agency Elephant account in under an hour. Or book a 15-minute demo to see real-world examples from companies like yours.

Pro tip: Bring your most annoying approval process to the demo. We live for this stuff.