ApproveThis manages your DMSales Integration approvals.

When "Just Approve It" Isn't Enough

Let's be real - most sales teams hate two things: paperwork and waiting around for approvals. That's why pairing ApproveThis with DMSales isn't just another integration. It's like giving your sales ops team a caffeine-free energy boost. DMSales handles the heavy lifting of contact management and campaign execution, while ApproveThis slaps structure on all those "Hey, can you approve this?" Slack messages and scattered email threads.

Why This Combo Works (When Other Tools Don't)

DMSales rocks at organizing contacts and campaigns. ApproveThis dominates at making decisions happen faster. Together, they fix the three big leaks in sales pipelines:

• Leak #1: New leads rotting in inboxes while managers debate territory assignments
• Leak #2: Approved deals stuck because legal hasn't signed off on contact terms
• Leak #3: Customer updates getting lost between sales and support teams

Here's the kicker: ApproveThis approvers don't need DMSales licenses. Perfect for when you need quick sign-offs from external partners or execs who shouldn't have full CRM access.

Real-World Use Cases That Don't Suck

1. Lead Vetting That Doesn't Kill Momentum

Marketing agency scenario: Your DMSales auto-imports 200 new leads from a trade show. Instead of CC'ing four managers in 200 separate emails, ApproveThis automatically:

• Routes high-value leads to sales directors
• Sends small accounts to junior reps
• Flags competitors trying to snoop

Actual result: A healthcare SaaS company reduced lead response time from 48 hours to 90 minutes using this exact DMSales > ApproveThis > Salesforce zap.

2. Client Onboarding That Actually Onboards

Financial services example: When wealth managers approve new client portfolios in ApproveThis, DMSales automatically:

- Creates contact records
- Sets up quarterly check-in tasks
- Triggers compliance documentation

Pro tip: Use ApproveThis' calculated fields to auto-approve standard service packages while flagging custom deals for manual review.

3. Renewal Negotiations That Don't Require Mind Reading

Mid-market SaaS playbook: When account managers update contract terms in DMSales, ApproveThis:

- Requires CRO approval for discounts over 15%
- Automates CFO sign-off on multi-year deals
- Tracks version history across legal, finance, and sales

Cool factor: Approval thresholds mean standard renewals get auto-approved overnight so reps aren't waiting on VPs to click "yes" on $5k deals.

Setup That Won't Make You Want to Quit

Step 1: Create your Zapier account (if you're among the 3 people who don't have one yet)
Step 2: Connect DMSales and ApproveThis as apps in Zapier
Step 3: Choose your trigger - like "New Lead in DMSales"
Step 4: Set conditions - maybe "Lead score > 75 requires manager approval"
Step 5: Test with real data - try approving a fake "Tyrion Lannister" lead

Time saver: Clone your first Zap to create parallel flows for partner approvals, contract exceptions, or budget overages.

Why Your Teams Will Stop Complaining

Sales Ops:

Finally gets to be the hero who eliminated "Who approved this?!" forensic investigations. Approval trails in ApproveThis sync back to DMSales contacts automatically.

Field Sales:

Can approve deals from their phone during Uber rides using ApproveThis' email-based approvals. No more waiting until Monday to get legal's OK.

Marketing:

Gets real-time visibility into which lead segments get approved fastest. Spoiler: It's usually the ones marketing swore were quality leads.

Features You'll Actually Use

Beyond basic approvals, this integration shines when you:

- Deploy vacation delegation: Sales director at the Masters tournament? Requests auto-route to their VP without missing SLAs.
- Use calculated fields: Auto-approve discounts under 10% but require dual signatures for enterprise deals.
- Set escalation rules: If a lead approval sits for 4 hours, ping the manager's Slack via Zapier.

When to Keep It Simple

This isn't a magic wand. The ApproveThis/DMSales combo works best when you:

1. Have at least 5 people involved in typical approvals
2. Deal with compliance requirements (SOC 2, HIPAA, etc.)
3. Run multiple campaigns with different approval rules

If you're a 3-person startup approving Google Ads spend, this might be overkill. But for 100+ person companies? It pays for itself in prevented screw-ups.

What Could Possibly Go Wrong?

We've seen two main hiccups:

Problem: Sales reps bypass the system for "urgent" deals
Fix: Use DMSales field validation to require approval IDs before moving deals to "Closed-Won"

Problem: Approvers get notification overload
Fix: Set up approval groups in ApproveThis so only necessary people get pinged

Bottom Line for Busy People

DMSales keeps your contacts organized. ApproveThis keeps your decisions organized. Together via Zapier, they keep your sales team from burning down the building while waiting for approvals. You get fewer compliance headaches, faster deal cycles, and less context switching between apps.

Ready to stop herding approval cats? Get ApproveThis and connect it to DMSales in about the time it takes your current CFO to approve a T&E report.