ApproveThis manages your Bloobirds approvals.

When Your CRM and Approval Tool Actually Talk to Each Other

Let’s cut the fluff: most CRMs are great at storing leads but terrible at getting decisions made. Bloobirds helps sales teams organize prospects, but when you need to get a discount approved, escalate a deal, or greenlight a custom proposal? That’s where the wheels fall off. ApproveThis isn’t another app your team will ignore – it’s the missing “get shit done” layer that plugs directly into Bloobirds via Zapier. No more screenshots in Slack. No more “who’s supposed to approve this?” emails. Just deals moving forward faster.

Why This Combo Doesn’t Suck

Bloobirds is where your sales team lives. ApproveThis is where approvals actually happen. Connect them, and you’ve fixed the two biggest bottlenecks in B2B sales:

For the Sales Managers Who Hate Micromanaging

Deal desk requests that take 3 days because legal’s inbox is a black hole? Nope. Now, when a rep flags a deal in Bloobirds needing special terms, ApproveThis automatically routes it to the right approvers with all the context attached. Approvers click yes/no in email – no CRM license needed. Your reps stop chasing people, you stop playing referee.

For Finance Teams Who Want Control Without the Headache

Discounts over 15% auto-trigger CFO approval. Non-standard payment terms require a VP’s sign-off. ApproveThis enforces the rules your spreadsheet can’t. And because it’s wired into Bloobirds, finance sees the full deal history before approving – no back-and-forth.

The Hidden Bonus for RevOps

Every approval step is tracked. How long do deals stall in legal review? Which approvers are bottlenecks? You’ve got the data to fix it, because ApproveThis logs everything. No more guessing why Q4 deals magically close on December 31st.

Real-World Use Cases That Don’t Feel Like Corporate BS

1. “Why Is This Deal Stuck?” → Eliminated

The Setup: New Bloobirds lead hits certain criteria (deal size over $50k, custom integration requested) → ApproveThis instantly pings the technical sales lead for feasibility approval.

Who Cares: Enterprise tech companies. No more promising features your dev team can’t deliver. Product leads approve directly from their phone, Bloobirds auto-updates the lead status.

2. Discount Requests That Don’t Annoy Everyone

The Setup: Rep requests 20% off in Bloobirds → ApproveThis routes based on rules: 15-20% needs sales director, 20%+ needs CFO. CFO gets the rep’s notes, last 6 months of deal history, and a big “APPROVE/DENY” button.

Who Cares: SaaS companies with volume deals. Finance maintains margin control without being cc’d on 50 emails daily.

3. Onboarding Clients Without the Paperwork Nightmare

The Setup: New client approved in Bloobirds → ApproveThis triggers legal doc review for your team. General counsel approves the MSA, then it’s auto-sent via Docusign. All without the client knowing there were 3 internal hoops to jump through.

Who Cares: Agencies and professional services. Clients think you’re magically efficient, you avoid sending unvetted contracts.

Setting This Up Without Involving IT

If you can build a Bloobirds filter, you can do this. Here’s the TLDR:

1. Zapier account (you probably have one)
2. Pick a trigger in Bloobirds: New Lead, Deal Stage Change, etc.
3. Choose ApproveThis’s “Create Request” action
4. Map Bloobirds fields to the approval form (deal size → approval amount, lead notes → comments)
5. Test with a $1 discount request. Celebrate not having to forward emails.

Pro Tip: Use ApproveThis’s calculated fields to auto-flag deals needing exec review. Example: If [Deal Size] x [Discount %] > $10k, route to CFO. No manual checks.

Features Your Team Will Actually Use (Not Just Sales Bros)

For the Sales Rep Who Hates Process

Email approvals. They get a Bloobirds notification, click approve/reject, done. No logging into another tool.

For the Manager Covering for Someone on PTO

Vacation delegation. Sarah’s out? Approvals auto-reassign to her boss. No dropped balls.

For the Company Scaling Past 100 People

Approval thresholds. New rule: All multi-year contracts need CEO sign-off. Done. No exceptions, no “but I didn’t know”.

The Bottom Line (No MBA Speak)

ApproveThis + Bloobirds via Zapier is for companies where deals get stuck in approval purgatory. It’s not about “digital transformation” – it’s about reps closing faster, managers sleeping better, and finance not having a panic attack every quarter end.

CTA: Get a free ApproveThis account, connect it to Bloobirds in 20 minutes, and stop losing deals to slow internal processes. Or book a demo if you’re the type who reads the manual first.

FAQs From People Who Skimmed This Article

Q: Do approvers need a Bloobirds license?
A: Nope. They approve via email or a simple link. Great for clients, legal, or execs who shouldn’t be in your CRM.

Q: What if we change our approval rules later?
A: ApproveThis lets you edit workflows live. No Zapier reconfig needed.

Q: Can we track approvals in Bloobirds?
A: Yep. ApproveThis auto-updates custom fields so reps see real-time status.