ApproveThis manages your Behavior Sales Integration approvals.

Why Approval Automation Matters in Modern Sales Teams

Sales teams face constant pressure to move faster while maintaining quality control. Behavior Sales accelerates deal cycles by personalizing outreach through AI-driven briefs, but even the best sales strategies get bottlenecked by manual approval processes. ApproveThis removes these friction points by automating decision workflows - creating a powerful combination when integrated through Zapier.

How These Platforms Complement Each Other

Behavior Sales specializes in AI-powered pre-call preparation and post-call analysis, helping reps tailor their approach without complex personality assessments. ApproveThis adds structured governance to this process, ensuring critical briefs and strategies get reviewed by the right stakeholders. Together, they create a closed-loop system where insights lead to actions, and approvals drive accountability.

Key Integration Benefits

Sales directors using both platforms report 23% faster deal cycles according to internal benchmarks. The integration shines in three areas:

• Automatic routing of AI-generated briefs for compliance review
• Real-time sync between approval decisions and sales execution
• Cross-team collaboration without license overhead

Real-World Use Cases That Deliver Results

1. Governance for AI-Generated Sales Briefs

When Behavior Sales produces a new pre-call brief, ApproveThis automatically creates an approval request. Legal teams at MedTech companies use this to verify compliance disclosures before sensitive client calls. Marketing agencies leverage it to ensure creative alignment on pitch strategies.

2. Instant Brief Retrieval During Approvals

Approvers often waste time hunting for context. This integration automatically attaches the relevant Behavior Sales brief to each approval request. A SaaS CFO we interviewed reduced approval delays by 40% after implementation: "Now I see exactly which deal terms need review without asking the sales ops team."

3. Post-Approval Action Triggers

Approved briefs automatically generate post-call templates in Behavior Sales. A cybersecurity firm uses this to ensure all approved negotiation strategies get documented in their CRM. Denied requests trigger alternate brief versions for legal review.

Implementation Made Simple

Setting up the integration takes under 15 minutes through Zapier:

1. Connect both apps to your Zapier account
2. Choose trigger events from Behavior Sales (new briefs, completed calls)
3. Map approval workflows in ApproveThis using calculated fields for auto-escalation
4. Test with sample sales scenarios before full rollout

Team-Specific Advantages

Sales Operations

Ops leads configure approval thresholds based on deal size - anything over $50K automatically routes to the VP. Vacation delegation ensures European approvals get handled by APAC colleagues during holidays.

Field Sales Teams

Reps receive email approvals directly in Outlook with brief attachments. Approved strategies get logged in Behavior Sales for real-time access during client calls.

Executive Leadership

CROs gain visibility into approval bottlenecks through ApproveThis dashboards while accessing finalized briefs in Behavior Sales for board reporting.

Critical Features That Make It Work

ApproveThis adds unique value through:

• Email approvals (external clients never need Behavior Sales logins)
• Conditional routing based on deal stage in Behavior Sales
• Automatic brief version tracking for audit compliance

Overcoming Common Objections

Some sales leaders worry about over-automation. The solution? Use ApproveThis' approval groups to require human consensus for strategic accounts while auto-approving SMB deals under $10K. Behavior Sales' AI adapts to both scenarios.

Getting Started Guide

Prioritize integration phases:

Phase 1: Automate approvals for all new client proposals
Phase 2: Connect post-call recordings to approval histories
Phase 3: Implement calculated fields for territory-based thresholds

Why This Combination Wins

Competitors try forcing sales teams into single platforms. ApproveThis + Behavior Sales respects specialized tools while eliminating workflow gaps. Sales keeps their AI advantage; Legal maintains control; Executives gain visibility - all without expensive custom development.

Next Steps for Implementation

Start with a free ApproveThis trial connected to your existing Behavior Sales account. Our sales engineering team recommends focusing first on high-value deal approvals to demonstrate quick ROI. Book a custom workflow review to map your specific approval logic to Behavior Sales' AI capabilities.

Ready to eliminate approval delays? Register for ApproveThis or schedule a live demo to see the integration in action.