ApproveThis manages your GDASH approvals.

Two Tools, One Goal

ApproveThis and GDASH solve different problems but share the same mission: helping teams work smarter. GDASH gives sales teams control over their pipeline with robust CRM capabilities. ApproveThis brings structure to decision-making through automated approval workflows. When connected via Zapier, these platforms create closed-loop processes that eliminate bottlenecks while maintaining oversight.

Consider how most companies handle customer onboarding: sales reps collect information in GDASH, then chase approvals through endless emails. With this integration, GDASH becomes the starting point for automated verification workflows in ApproveThis. Approved deals automatically update in GDASH, while rejected requests trigger immediate follow-up tasks. This handshake between systems turns approval delays into measurable process improvements.

Why This Integration Matters

Combining GDASH's sales tracking with ApproveThis' decision automation creates three concrete advantages:

1. Faster Deal Execution

Approval delays kill momentum. When contract sign-offs or budget approvals happen directly within the sales workflow, reps close deals 2-3 days faster on average. The integration ensures approvals don't require switching between systems.

2. Better Compliance

GDASH maintains customer records while ApproveThis documents who approved what and when. Together, they create audit trails that satisfy both sales managers and compliance teams.

3. Cross-Team Alignment

Sales no longer needs to interpret scribbled notes from legal on approved contract terms. Approved requests in ApproveThis automatically update GDASH records with precise terms and conditions.

Real-World Workflows

Let's examine specific ways teams combine these tools, moving beyond generic "approval automation" claims.

Use Case 1: Verified Lead Onboarding

A marketing agency uses GDASH to track sales leads from web forms. Their Zapier integration triggers ApproveThis workflows whenever a new lead exceeds $50k in potential value. Approvers check client credibility and budget alignment directly from email, with no GDASH login required. Approved leads auto-populate GDASH sales pipelines with priority tags.

Use Case 2: Contract Threshold Enforcement

A manufacturing company routes all GDASH-generated contracts through ApproveThis. Contracts under $25k get auto-approved using predefined thresholds. Larger deals escalate to regional directors with calculated fields showing margin impacts. Approved contracts push back to GDASH with approved payment terms and delivery dates.

Use Case 3: Partner-Driven Deals

A tech startup uses GDASH to manage channel partners. When partners submit deals through GDASH, ApproveThis routes requests to both internal sales ops and partner managers. Consensus-based approval ensures both sides agree on margins and support commitments before deals progress.

Technical Setup Made Simple

Connecting GDASH and ApproveThis requires no coding expertise. Here's the five-step process:

Step 1: Create Your Zapier Connection

Visit Zapier and create an account if needed. Search for both GDASH and ApproveThis in the apps directory. Authenticate both applications using your existing credentials.

Step 2: Choose Your Trigger

Select the GDASH event that should start your workflow. Common options include:

• New high-value lead created
• Updated deal stage
• Partner-submitted opportunity

Step 3: Map Critical Data Fields

Connect GDASH fields to ApproveThis request parameters. For contract approvals, this might include:

• GDASH Deal ID → ApproveThis Reference Number
• GDASH Amount → ApproveThis Calculated Field
• GDASH Contact → ApproveThis Approver Group

Step 4: Configure Approval Logic

Use ApproveThis' workflow designer to set rules like:

"If contract value >$50k, require CFO approval"
"If partner deal, require consensus between Sales Director and Channel Manager"

Step 5: Close the Loop

Add a final Zapier step to push approved data back to GDASH. This might update deal stages, add internal notes, or trigger fulfillment tasks.

Team-Specific Benefits

Sales Teams

Reps spend less time chasing approvals and more time selling. Automatic GDASH updates ensure every approved deal moves forward without manual data entry.

Operations

Ops managers gain real-time visibility into approval bottlenecks. Combined dashboards show how long deals spend in GDASH vs. approval stages, highlighting process improvements.

Finance

Preconfigured approval thresholds in ApproveThis enforce spending policies without micromanagement. All approved deals sync back to GDASH with compliant terms for easy auditing.

External Partners

Channel partners and clients approve deals directly via email without needing GDASH access. ApproveThis maintains security while eliminating license costs for occasional users.

Key Features in Action

While setting up your integration, leverage these ApproveThis capabilities for maximum impact:

Calculated Fields

Automatically determine approval paths based on GDASH data. Example: "If GDASH Opportunity Type = Government, add 15% compliance buffer to pricing approval threshold."

Vacation Delegation

Prevent deal delays when approvers are OOO. Integrate with GDASH user calendars to automatically reroute approvals to designated backups.

Approval Groups

Mirror GDASH team structures in ApproveThis. Route marketing spend approvals to CMO group while channel deals go to Partner Ops team.

Getting Started

To implement these workflows:

1. Create your ApproveThis account
2. Ensure GDASH access
3. Build your first Zapier automation in under 20 minutes

For complex use cases or bulk historical data migration, request a custom demo through ApproveThis' website. Their team provides free workflow consultations to ensure your GDASH integration delivers measurable ROI.

Final Considerations

When planning your integration, remember:

Do

- Start with high-impact, low-complexity workflows like contract approvals
- Use ApproveThis' email approvals for external partners
- Test threshold rules with historical GDASH data

Don't

- Overcomplicate initial workflows - build iteratively
- Forget to train sales teams on new GDASH approval status fields
- Neglect to set up vacation rules during holiday seasons