When Approval Red Tape Meets Sales Hustle
Let’s be real: sales teams move at light speed, while approvals crawl through email threads and Slack DMs. By the time your deal gets the green light, your lead’s already moved on to someone who doesn’t make them wait. That’s where pairing ApproveThis with Luna changes the game. Think of it like giving your sales ops team a caffeine IV drip – suddenly, approvals happen at the pace your deals actually move.
Luna’s great at scaling outreach, but when every campaign needs legal sign-off or budget approval, things get messy. ApproveThis cuts through that chaos with structured workflows that work with your sales tempo, not against it. No more herding executives for signatures or losing deals to slow response times.
Why This Combo Doesn’t Suck
Most approval tools act like overzealous hall monitors. ApproveThis? It’s more like that chill bouncer who knows exactly when to check IDs. When connected to Luna via Zapier, you’re basically building a VIP lane for your sales pipeline:
- No more license tax: Approvers (even external partners) can OK things via email without needing a Luna login. Your CFO will high-five you.
- Escalation autopilot: Hit certain deal sizes? Approval paths auto-adjust. $10K deal goes to the sales director, $100K+ pings the VP automatically.
Meanwhile, Luna keeps doing what it does best – scaling personalized outreach without your team burning out. The integration just makes sure nobody’s sending discounts or legal terms without proper oversight.
Real-World Uses That Don’t Feel Like Corporate Fluff
1. Qualifying Leads Without the Committee Meetings
The Problem: Your SDRs are crushing it with Luna outreach, but half the “hot leads” are tire-kickers wasting your AE’s time.
The Fix: Auto-trigger ApproveThis requests when Luna logs a new lead. Sales managers get an email with lead score, initial comms, and CRM history. They approve/deny in two clicks. Approved leads get fast-tracked; rejects get automated nurture sequences.
Who actually uses this: Mid-market SaaS companies filtering 500+ monthly leads. One client cut AE time wasted on junk leads by 70% in Q1.
2. Handling “I’m Interested!” Replies Without the Chaos
The Problem: A lead replies to your Luna sequence asking for a demo. Your AE jumps on it… only to find out Legal nixed that vertical last week.
The Fix: Luna reply → ApproveThis check against current sales playbooks. If the lead’s in a blocked industry or geo, it auto-denies and tells Luna to send a polite “we can’t help” template. Good fits? Immediate AE alert + calendar link.
Pro move: Add ApproveThis’ calculated fields to auto-flag requests over certain deal sizes. $50K+ opportunities auto-add the VP as final approver.
3. Post-Approval Handoffs That Don’t Drop the Ball
The Problem: Approved deals get stuck in “next steps” limbo because nobody told the sales enablement team.
The Fix: When ApproveThis gives the OK, Luna automatically adds the lead to specific playbooks based on deal type. Enterprise lead? Drops into high-touch ABM sequence. Small biz? Routes to self-serve onboarding.
Bonus points: Use ApproveThis’ vacation delegation so deals never stall because Karen from Legal is on PTO.
Setting This Up Without Needing an IT Degree
If you can set up a LinkedIn ad campaign, you can handle this:
- Zapier glue: Create a Zap that triggers on Luna’s “New Lead” or “New Reply” events.
- ApproveThis wiring: Map Luna’s lead data to an ApproveThis template (budget, lead score, comms history).
- Approval flow: Set who needs to sign off based on deal size or type using ApproveThis’ conditional rules.
- Back to Luna: Add a Zap step to push approved leads into specific playbooks or trigger follow-ups.
Total setup time? Maybe 45 minutes if you’re being thorough. Less time than you’ll waste this week chasing down approvals manually.
Who Actually Benefits (Besides Your Sanity)
Sales Ops Teams
Finally prove you’re not just the “paperwork police.” Real example: A manufacturing client used approval thresholds to auto-approve repeat orders under $25K. Their AEs closed 22% more deals last quarter because they weren’t waiting on finance for small stuff.
Marketing
Stop getting yelled at for “unqualified leads.” Set ApproveThis to require marketing lead score approvals before sales engagement. One fintech company reduced sales-marketing turf wars by 40% in three months.
Legal/Compliance
Sleep better knowing high-risk deals get manual review. Automatically blocklist Luna domains that fail compliance checks. A healthcare client auto-blocked 83 problematic leads last month without a single manual entry.
The Part Where We Tell You What to Do Next
If you’re still handling approvals with email chains and “hey, can you look at this?” Slack messages, you’re basically using dial-up in a 5G world. ApproveThis + Luna via Zapier is that upgrade.
Try this today:
- Spin up a free ApproveThis trial
- Plug into your existing Luna account
- Build one approval flow for your most annoying bottleneck
Or, if you’d rather have someone walk you through it, book a 15-minute demo. We’ll show you how to set up your first automated approval flow while you finish your coffee.
Wait, Does This Actually Work or Is It More SaaS BS?
Look, we’re not here to tell you this magically solves all your problems. But companies between 200-1000 employees see the biggest gains – they’re large enough to have real approval complexity but agile enough to implement fast. Results we’ve seen:
- 63% faster approval cycles on sales contracts
- 12% fewer compliance incidents from unvetted deals
- Sales teams wasting 9 fewer hours/week chasing sign-offs
It works because it’s not “another tool” – it’s just forcing Luna and your existing approval habits to actually talk to each other. No AI buzzwords, no “synergy,” just less wasted time.
Integrate with Luna Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
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Best Approval Workflows for Luna
Suggested workflows (and their Zapier components) for Luna
Create approval request for new Luna leads
When a new lead is contacted via Luna, this integration creates an approval request in ApproveThis to verify lead quality before further engagement. *Note: Ensure the ApproveThis workflow is set to capture new lead details as needed.*
Zapier Components

Trigger
New Lead
Triggers when a lead is contacted via Luna for the first time.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval request for new Luna replies
When a lead responds to an outreach via Luna, this integration automatically sends an approval request through ApproveThis to validate and prioritize the reply. *Note: Customize the approval criteria in ApproveThis to match your response strategies.*
Zapier Components

Trigger
New Reply
Triggers when a lead replies to a Luna outreach.
Action
Create Request
Creates a new request, probably with input from previous steps.
Add approved leads to Luna playbooks
After an approval decision is completed in ApproveThis, this integration adds the corresponding leads to a Luna playbook for targeted follow-up. *Note: Verify that the playbook is configured to accept leads from API sources.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Add Leads to Playbook
Add leads to any of your playbooks. Make sure to enable the API source in your playbook or we won't be able to add the leads.
Blocklist domains for new approval requests
When a new approval request is created in ApproveThis, this integration automatically adds the associated domain to Luna's blocklist, reducing risk from high-risk contacts. *Note: Adjust the blocklisting criteria to suit your organization's policies.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Add Blocklisted Domain
Adds a domain to blocklist to prevent Luna from writing or sending emails to this company in the future.
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