ApproveThis manages your Hoist Integration approvals.

Why Approval Automation Matters in Sales

In competitive industries where bids make or break revenue, slow approvals cost deals. Construction firms lose projects when bid responses stall in email chains. Marketing agencies miss opportunities while waiting for client sign-offs. This is where combining Hoist's sales automation with ApproveThis' approval governance creates measurable business impact.

Approval workflows between these platforms eliminate manual handoffs. Sales teams maintain momentum by triggering approvals directly from Hoist opportunities. Finance teams gain control through structured review processes without slowing down deal flow. Let's explore how this integration works and why it matters for your bottom line.

Core Capabilities: Hoist vs. ApproveThis

Hoist specializes in bid management and lead conversion, helping sales teams:

• Track opportunities from initial contact to closed deal
• Automate client communications and follow-ups

ApproveThis adds critical governance layers with:

• Multi-stage approval routing with conditional logic
• Automatic delegation during vacations/absences
• Real-time audit trails for compliance

Together, they create closed-loop automation where sales activity automatically triggers approvals, and approval outcomes update Hoist records - all through Zapier.

Three Impactful Use Cases

1. Instant Bid Approval Workflows

When a project bid reaches "accepted" status in Hoist, ApproveThis automatically:

1. Creates an approval request with bid details
2. Routes to legal, finance, and project leads based on deal size
3. Updates Hoist with approval status for immediate next steps

Real-world impact: A commercial roofing contractor reduced bid response time from 72 to 8 hours by eliminating manual approval requests. Finance leads received automatically calculated margin projections using ApproveThis' calculated fields feature.

2. Lead Qualification Governance

New Hoist lead submissions trigger approval requests when:

• Deal size exceeds $50K
• Client requests custom payment terms
• Opportunity requires cross-selling

Example: An IT services company automatically routes enterprise leads to technical architects for feasibility reviews before sales commits to timelines. Approvers receive email summaries with key Hoist data - no login required.

3. Closed-Loop Lead Management

When ApproveThis requests get approved:

1. Hoist automatically creates follow-up tasks
2. CRM records update with approval timestamps
3. Sales receives real-time Slack notifications

This bi-directional sync ensures approved deals immediately move to execution while denied requests trigger revision workflows.

Implementation Made Simple

Setting up the integration requires three steps in Zapier:

1. Connect Hoist and ApproveThis accounts
2. Map bid/lead fields to approval request templates
3. Set escalation rules for overdue approvals

Most teams configure working workflows in under 45 minutes. ApproveThis' prebuilt templates include common Hoist integration patterns for fast deployment.

Team-Specific Benefits

Sales Teams

Reduce follow-up emails by 60% with automatic status updates in Hoist. Approvers receive contextual data without manual digging - deal size, client history, and margin projections appear directly in approval emails.

Finance & Legal

Maintain control through required checkpoints without becoming a bottleneck. Custom thresholds auto-approve small deals while flagging exceptions. Vacation coverage ensures continuous review capacity.

Operations Leaders

Gain visibility into approval cycle times across departments. Identify recurring bottlenecks in bid responses or contract reviews. Use historical data to optimize approval chains during seasonal peaks.

Key Differentiators

This integration solves two persistent sales operation challenges:

External Collaboration: Clients or partners can approve directly via email without Hoist licenses. Approval audit trails remain centralized for compliance.

Conditional Logic: Deal-specific routing ensures the right approver at the right time. High-margin bids might skip junior reviews, while complex contracts add legal checkpoints automatically.

Getting Started

Begin with a single workflow:

1. Choose your highest-volume approval type (bids, contracts, etc.)
2. Map 5-7 critical data points from Hoist to ApproveThis
3. Set up a 2-stage approval chain for testing

Most teams see ROI within two weeks through reduced follow-ups and faster deal cycles. Expand to other workflows once initial processes stabilize.

Ready to accelerate your sales governance? Start your ApproveThis trial or explore Hoist integrations today.

Final Considerations

While setting up:

• Do: Test vacation delegation rules during off-peak hours
• Don't: Overcomplicate initial workflows - start with 1-2 approval steps

Remember: ApproveThis complements rather than replaces Hoist. It adds structured governance where needed without disrupting existing sales workflows.