ApproveThis manages your BuyerAssist Integration approvals.

When Approval Meets Engagement

Modern businesses face two critical challenges: keeping complex deals moving forward while maintaining control over decision-making. BuyerAssist excels at orchestrating buyer journeys through collaborative success plans and relationship mapping. ApproveThis brings structure to approvals through automated workflows and multi-layer validation. Together, they create a closed-loop system where customer-facing teams move faster without sacrificing oversight.

This integration solves a fundamental friction point in enterprise sales. Deals often stall waiting for internal sign-offs on pricing exceptions, contract terms, or resource commitments. Meanwhile, customer success teams need real-time visibility into what's been approved to maintain trust during implementation. Connecting these platforms through Zapier bridges the gap between internal governance and external execution.

Four Ways This Integration Drives Results

1. Relationship Mapping with Guardrails

When sales teams add new stakeholders to a BuyerAssist Relationship Map, ApproveThis can automatically trigger executive reviews for high-value accounts. A medical device manufacturer uses this to validate decision-maker contacts before sharing sensitive product roadmaps. Approval thresholds ensure only deals over $500K require CMO review, while regional managers handle smaller opportunities.

2. Approval-Driven Task Management

Mutual Success Plans in BuyerAssist gain teeth when tied to approval workflows. A cloud services provider links custom implementation requests to specific plan milestones. If a client requests accelerated deployment, ApproveThis routes the request to technical leads for capacity checks while updating the BuyerAssist timeline. Approvers see calculated fields showing resource impact before deciding.

3. Two-Way Status Updates

Approval decisions automatically update BuyerAssist task statuses, creating accountability loops. When legal denies a contract exception in ApproveThis, the associated BuyerAssist task gets marked "Blocked" with context for the account team. Sales ops leaders report this reduced follow-up emails by 40% last quarter.

4. External Collaboration Without Chaos

BuyerAssist's shared workspace often includes client stakeholders. With ApproveThis, internal teams can route client-submitted change requests through proper channels without requiring buyers to learn new systems. A logistics company uses email-based approvals to validate shipment reroutes requested in BuyerAssist, keeping clients in the loop via their preferred interface.

Implementation Made Simple

Connecting these platforms takes under 20 minutes through Zapier. Start by creating a Zapier account if you don't have one. Choose BuyerAssist as your trigger app and ApproveThis as your action app. Map critical fields like deal size, request type, and stakeholder roles to leverage ApproveThis' conditional routing. Test with a low-risk workflow like non-discounted deals before expanding to complex scenarios.

Key configuration tips:

• Use BuyerAssist custom fields to pass approval criteria (e.g., contract value, implementation complexity)
• Enable ApproveThis' vacation delegation to prevent deal delays during approver downtime

Avoid over-automating early on. Start with single-step approvals for BuyerAssist-generated requests, then introduce parallel approvals for cross-functional reviews once teams adapt.

Team-Specific Advantages

Sales Leaders

Accelerate deal velocity by tying approval SLAs to BuyerAssist pipeline stages. If legal hasn't reviewed a Master Service Agreement within 48 hours of being assigned in ApproveThis, deal owners get automated escalation paths.

Customer Success Managers

Maintain buyer trust by syncing approved deliverables to BuyerAssist timelines. When engineering approves a feature customization request, the associated success plan updates automatically - no manual status reports needed.

Finance Controllers

Enforce spending policies without micromanaging. Approval thresholds in ApproveThis automatically approve routine expenses logged in BuyerAssist while flagging outliers for review. Real-time dashboards show approval patterns across customer segments.

Why This Combo Beats Manual Processes

Traditional approval methods create version control issues when working in BuyerAssist's dynamic environment. Email threads about contract exceptions get disconnected from the actual success plan. Shared spreadsheets lack audit trails. This integration maintains a single source of truth - when an ApproveThis decision updates BuyerAssist, all stakeholders see the latest status instantly.

The hidden advantage? External approvers don't need BuyerAssist licenses. Partners reviewing joint deliverables or clients approving statements of work can make decisions via ApproveThis' email interface while keeping all context in BuyerAssist. This eliminates the "tool hopping" that frustrates cross-company collaboration.

Getting Started

Begin with high-impact, repetitive approvals that currently cause BuyerAssist delays. Common starting points:

• Discount requests over 15%
• Custom success plan milestones requiring additional resources
• Relationship map changes for enterprise accounts

Use ApproveThis' calculated fields to auto-approve low-risk requests (e.g., sub-$10K professional services add-ons) while routing exceptions. Configure approval groups to match BuyerAssist's team structure - product specialists review feature requests, legal handles contract changes.

Ready to eliminate approval bottlenecks in your buyer journey? Start your ApproveThis trial or explore BuyerAssist's platform, then connect them via Zapier in one business day.

Final Insights

This integration isn't about adding more process - it's about making existing workflows smarter. BuyerAssist provides the collaboration canvas; ApproveThis adds decision-making rigor. Together, they help customer-facing teams balance speed with control, keeping complex deals moving while maintaining oversight.

The real magic happens in the feedback loop. Approval metrics in ApproveThis (average decision time, common rejection reasons) can inform BuyerAssist success plan templates. Over time, teams proactively address approval hurdles earlier in the buyer journey - before they become deal-blockers.