ApproveThis manages your ClinchPad Integration approvals.

When Bureaucracy Meets CRM

Let's be real - most CRMs are where deals go to die. Sales teams live in ClinchPad because it's built for actual humans to track leads without drowning in complexity. But here's the rub: every time your team needs to get a discount approved, escalate a high-value deal, or greenlight a custom proposal? That's when the real chaos starts.

ApproveThis isn't just another layer of bureaucracy. It's the missing link between your sales hustle and the people who need to sign off on shit. We're talking about automating those "hey, can you approve this?" Slack pings that derail entire afternoons. With our Zapier integration, ClinchPad becomes the trigger for getting decisions made faster than your SDR can say "follow-up".

Why This Combo Doesn't Suck

Most approval tools act like corporate hall monitors. ApproveThis works more like a traffic controller for your actual workflow. When you connect it to ClinchPad through Zapier, you're not just moving data - you're removing the stupid bottlenecks that make sales teams hate their own process.

Real Shit This Fixes:

Deal Stagnation: That enterprise lead sitting in ClinchPad because legal needs to review the NDA? Now it auto-triggers an approval chain the second it hits "high priority" status.

Approval Amnesia: Finance team ghosting your discount request? Approval thresholds in ApproveThis mean anything under 15% gets auto-approved after 24 hours if they don't respond.

External Clusterfucks: Client needs to sign off on a proposal? They can approve via email without needing a ClinchPad login (because your client's IT department still uses Lotus Notes).

Use Cases That Don't Make You Want to Swear

1. Lead Qualification That Doesn't Require a PhD

Picture this: Your BDR logs a new lead in ClinchPad from a Fortune 500 company. Normally, this would trigger three Slack threads, two unanswered emails, and a calendar invite that gets declined. Instead:

ApproveThis automatically routes an approval request to the sales director with lead details pre-populated. They get an email (or Slack notification, because we're not monsters) with one-click approve/reject. Approved leads get tagged in ClinchPad and pushed to the AE queue before the BDR finishes their cold brew.

Who this saves: Mid-market SaaS companies where enterprise leads need vetting but sales ops doesn't want to play messenger.

2. Discount Approvals Without the Ego Trip

Your AE wants to offer 20% off to close a deal. Instead of sucking up to the VP of Sales via 17 forwarded emails:

ApproveThis triggers based on the discount percentage field in ClinchPad. 10-15% goes to the sales manager, 15-20% escalates to the VP, anything higher needs CFO signoff. All tracked, all auditable, no backchannel bullshit.

Who this saves: Companies scaling from 100 to 500 employees where deal desks are becoming a thing but aren't full-time yet.

Setup That Won't Make You Rage-Quit

If you can connect Spotify to your smart fridge, you can handle this:

1. Create your approval workflow in ApproveThis (think: who needs to approve what, in which order)
2. Build a Zap in Zapier that triggers off ClinchPad events (new lead, deal stage change, etc.)
3. Map ClinchPad fields to ApproveThis requests (deal size → approval amount, contact → requester)
4. Test with a real sales rep who's not afraid to break things

Pro tip: Use ApproveThis' calculated fields to auto-flag deals needing legal review based on contract value. Because nobody wants to manually check that shit.

Department-Specific Wins

Sales Ops Teams:

Stop being the approval police. Set up conditional logic so enterprise leads auto-route to vertical specialists, SMB deals get fast-tracked, and custom proposals require technical review. All while keeping ClinchPad clean.

Finance Teams:

Get context with every approval request - payment terms, historical discounts, the AE's quota attainment. Because "trust me bro" isn't an audit trail.

Customer Success:

Client needs to approve a scope change? Initiate from ClinchPad, let them approve via email, auto-update the deal record. No more "the client didn't see the email" excuses.

Features You'll Actually Use

Beyond the basic approval stuff:

Vacation Delegation: Sales manager OOO? Approvals auto-reassign to their second-in-command. No more chasing down people on PTO.

Approval Groups: Need consensus from the entire leadership team on that mega-deal? Sequential approvals for legal → finance → CEO signoffs? Your call.

Real-Time Tracking: See which deals are stuck because Karen in legal is backlogged. Spoiler: It's always Karen.

Common Objections (And Why They're Wrong)

"We just use email approvals." Cool, enjoy searching 12,000 threads when audit time comes.

"Our CRM has approval workflows." Great - how's that working for cross-team approvals? Client sign-offs? Deal-specific conditions?

"We're not big enough for this." That's what you said before deals started slipping through cracks last quarter.

Bottom Line for People Who Hate Fluff

ApproveThis + ClinchPad via Zapier isn't about adding process - it's about removing the human bottlenecks that make your team resent "the system".

For teams between 50-5k employees where deals require multiple yeses (but nobody wants to be the approval bottleneck), this is how you scale without becoming corporate zombies.

Book a 15-minute demo if you want to see real workflows from companies that aren't dumb about approvals. Or keep forwarding emails into the void - we don't care, we're not your mom.