ApproveThis manages your Basesnap approvals.

Two Platforms, One Competitive Edge

Basesnap delivers access to 1.9 billion company records and decision-maker contacts, making it a powerhouse for B2B research. But data alone doesn’t drive action – it requires validation. ApproveThis adds the critical layer of structured decision-making, ensuring teams rapidly approve high-quality insights while maintaining compliance. Together, they turn raw data into accountable business moves.

Consider a sales team identifying 500 target accounts through Basesnap. Without approval workflows, reps might pursue mismatched prospects, wasting time. With ApproveThis integration, sales leaders automatically review filtered lists based on deal size or industry fit before outreach begins. This isn’t just efficiency – it’s revenue protection.

Why This Integration Works

Basesnap’s strength lies in aggregation; ApproveThis excels at distillation. While Basesnap surfaces potential leads or market trends, ApproveThis ensures only vetted data progresses to CRM campaigns, budget allocations, or strategic plans. Key technical synergies make this possible:

• No License Overhead: Approvers review Basesnap data links directly in ApproveThis or email – no need for Basesnap logins.
• Conditional Logic: Auto-approve searches under $10K potential value; escalate high-impact finds to executives.
• Audit Trails: Track who approved which data set and why – critical for compliance in regulated industries.

Real-World Use Cases

1. Validating Sales Intelligence

When a Sales Navigator search in Basesnap completes, the enriched file link triggers an ApproveThis workflow. Sales directors review prospect lists against current pipelines to prevent duplicate outreach. For a medical device company, this ensured reps didn’t approach hospitals already in tender processes – reducing channel conflict by 37%.

2. Compliance-Checking Market Research

Financial institutions use Basesnap to identify merger targets but require legal reviews before progressing leads. ApproveThis routes data files to compliance officers, who verify entities against sanction lists. One bank reduced manual review time from 14 hours to 45 minutes weekly.

3. Accelerating Partner Onboarding

Channel managers sourcing partners via Basesnap can auto-trigger approval workflows that require sign-off from security, finance, and operations. A cloud software provider cut partner vetting cycles from 3 weeks to 5 days using parallel approvals in ApproveThis.

Setup Essentials

Connecting Basesnap and ApproveThis via Zapier takes under 15 minutes:

1. In Zapier, choose Basesnap’s Data Engine Search Completed trigger.
2. Map the enriched file link to ApproveThis’s Create Request action.
3. Configure ApproveThis workflow rules (approvers, thresholds, reminders).

Pro Tip: Use ApproveThis’s calculated fields to auto-score Basesnap results based on company revenue or contact seniority, routing high-value leads to VP-level approvals.

Team-Specific Benefits

Sales Teams

Basesnap identifies prospects; ApproveThis ensures they’re territory-aligned. Example: A sales rep triggers a search for Midwest manufacturing CEOs. The workflow requires regional manager approval before the lead enters Salesforce, preventing cross-region poaching.

Marketing Operations

Approve ABM lists sourced from Basesnap against current campaign budgets. If a search exceeds 20% of remaining budget, ApproveThis auto-escalates to the CMO while notifying the requester via Slack.

Business Development

Partnership teams combine Basesnap’s industry data with ApproveThis’s multi-department sign-offs. Legal reviews NDAs, finance assesses cost-sharing models, and execs greenlight strategic fit – all within one audit trail.

Advanced Tactics

ApproveThis’s calculated fields add rigor to Basesnap outputs. For example:

• Automatically flag companies where employee growth exceeds revenue growth (possible scaling issues).
• Score leads based on contact title match + company funding stage.

Approval thresholds let teams auto-approve searches under specific criteria. A VC firm auto-approves startups in Basesnap with under $2M funding but requires partner reviews for larger, competitive deals.

Why It’s Better Together

Basesnap provides the raw material for growth; ApproveThis shapes it into actionable plans. While other BI tools stop at dashboards, this integration embeds governance into the data lifecycle. Product teams approving feature ideas based on market gaps found in Basesnap can track approval bottlenecks – was it delayed by engineering? Legal? ApproveThis’s analytics show where processes stall.

Getting Started

To implement:

1. Register for ApproveThis (14-day trial available).
2. Connect Basesnap via Zapier using the triggers and actions outlined.
3. Build your first workflow around a high-priority use case – e.g., approving sales lead exports.

For complex scenarios like global compliance checks or multi-tiered partnership approvals, request a demo to design custom logic with ApproveThis experts.