ApproveThis manages your Get The Referral Integration approvals.

What Happens When Approval Processes Don't Suck

Let's cut through the corporate speak: most approval systems are where productivity goes to die. Someone emails a spreadsheet. Three managers debate in Slack. The finance team misses the memo. Meanwhile, your hottest lead cools off waiting for someone to click "approve."

This is why combining ApproveThis with Get The Referral isn't about "synergy" or "leverage" - it's about making sure deals move faster than your competitor's sales team. We're talking about bridging the gap between chasing approvals and actually closing business.

How This Combo Actually Works (Without The Buzzwords)

Get The Referral manages your leads like a CRM on espresso. ApproveThis handles approvals like a bouncer with a clipboard. Connect them via Zapier, and you've got:

• Leads that trigger approval workflows automatically
• Approval decisions that update lead statuses in real time
• Zero back-and-forth between systems your team already hates

The kicker? Approvers don't need Get The Referral licenses. External partners can approve deals via email without getting access to your entire CRM. Try that with your current setup.

Real World Use Cases That Don't Involve Pizza Parties

1. When New Leads = Immediate Action (Not Another Spreadsheet)

Marketing teams: Stop losing deals because your SDRs are waiting on VP sign-off. Here's how it flows:

Get The Referral detects new lead  Zapier fires  ApproveThis routes to correct approver based on lead score/type  Decision auto-updates lead status.

Example: A 50-person cybersecurity firm uses approval thresholds. Leads under $15K get auto-approved. Over that? Routes to CRO with calculated ROI field attached. No more "Who's handling this?" slack threads.

2. Approval Decisions That Actually Impact Pipeline

Sales ops hates this one trick: Approved deals shouldn't just sit in limbo. When an ApproveThis request gets approved:

ApproveThis  Zapier  Updates Get The Referral lead stage + notifies account exec + triggers next steps.

Real impact: A 200-employee commercial real estate company cut proposal-to-close time by 40% by automatically advancing approved leads to their "contract generation" stage.

3. Rejected Deals That Don't Kill Morale

Denied approvals often mean manual cleanup. Now:

Rejection in ApproveThis  Zapier  Marks lead as "Requires Revision" in Get The Referral + sends feedback to sales rep + schedules follow-up.

Bonus: Vacation delegation means approvals never stall because someone's at Burning Man. The system reassigns automatically.

Setup That Takes Less Time Than Your Daily Standup

For the "Create Requests from New Leads" flow:

1. In Zapier, choose Get The Referral as trigger (New Lead)
2. Add ApproveThis action (Create Request)
3. Map lead data to approval fields (amount, contact, notes)
4. Set conditional logic if needed (e.g., only enterprise leads need CTO approval)
5. Test with actual lead data

Pro tip: Use ApproveThis' calculated fields to auto-add commission estimates or historical close rates to approval requests.

Why Different Teams Stop Hating Each Other

Sales Teams

Get automatic approval requests the moment SQLs hit certain criteria. No more "Did you submit the form?" follow-ups. Approved deals trigger immediate next steps in Get The Referral.

Finance

Custom thresholds auto-approve small deals but require checks on big ones. All decisions log to audit trails. Real-time visibility into what's approved/pending without CRM access.

Operations

Approval SLAs actually get met. Vacation delegation prevents bottlenecks. Native integration means no custom dev work.

Objections We've Already Heard (And Shut Down)

"We already use [Other Tool] for approvals."
Cool. Do they integrate natively with your CRM? Can external partners approve via email without a login? Do approvals automatically update lead stages? Thought so.

"Our process is too complex."
Multi-step approvals with conditional routing? Check. Consensus vs sequential approval groups? Check. Dynamic fields that calculate ROI on the fly? Check. Try us.

When You Shouldn't Bother With This Integration

If your approval process is "the founder approves everything via text message." Or if you enjoy having no idea which deals are stuck pending approval. Otherwise, this combo actually makes process-driven companies move faster.

What To Do Next (Besides Forwarding This To Your Manager)

1. Get ApproveThis (free trial, no CC required)
2. Connect to Get The Referral via Zapier using the templates above
3. Stop losing deals to approval bureaucracy

Or book a 15-minute demo if you want to see how calculated fields and approval thresholds work with your specific Get The Referral setup. We won't make you sit through a sales pitch - just show the goods.