ApproveThis manages your Onsight approvals.

When Lead Management Meets Approval Muscle

Let's get real - most companies treat approvals like an afterthought. You've got Onsight doing the heavy lifting of capturing leads, and then... what? Spreadsheet ping-pong? Slack threads that disappear into the void? Reply-all email chains that make everyone want to quit? That's where ApproveThis comes in swinging.

When you connect Onsight to ApproveThis through Zapier, you're not just automating a process. You're building guardrails for your sales pipeline. Every lead that hits Onsight can trigger a customized approval flow tailored to your deal size, client type, or sales territory rules. No more rogue discounts slipping through because someone forgot to check the pricing matrix.

Why This Combo Works for Teams That Move Fast

ApproveThis isn't trying to be your CRM - that's Onsight's job. But here's what we bring to the table that most CRMs can't:

• Approval thresholds: Auto-approve small deals under $5k, escalate big-ticket leads to execs
• Deal committee management: Require consensus from legal, finance, and regional managers in sequence

Meanwhile, Onsight keeps doing what it does best - tracking lead sources, nurturing contacts, and feeding your sales machine. The magic happens when approval decisions automatically update lead statuses in Onsight. Closed-lost because legal nixed the terms? Tag it and analyze the pattern next quarter.

Real-World Use Cases That Don't Suck

1. Enterprise Sales Teams: Stop Leaving Money on the Table

Picture this: Your reps are crushing it with Onsight tracking 50 new leads/week. But without approval guardrails:

• Junior reps offer 20% discounts without VP sign-off
• Custom SLAs get promised without ops team review
• Deals stall waiting for legal to find the contract template

With the integration:

1. New enterprise lead in Onsight triggers ApproveThis workflow
2. Deal size auto-calculates discount eligibility
3. Legal gets contract terms to review before final pitch
4. All approvals happen in one thread with version control

Manufacturing companies use this to enforce supplier vetting - new vendor lead in Onsight? Auto-check if they meet safety cert requirements before procurement even looks at pricing.

2. Marketing Agencies: Client Approvals That Don't Kill Momentum

Client requests a rush campaign via Onsight lead form? Cool. But waiting 3 days for the client's CMO to approve the SOW? Not cool.

ApproveThis + Onsight fixes this by:

• Attaching draft contracts directly to approval requests
• Letting clients approve via email without logging in
• Auto-updating Onsight lead status when client ghosts (so you know to follow up)

Bonus: Approval timelines get logged automatically. Next time a client complains about delays, show them exactly where their team sat on the request.

Setup That Won't Make You Want to Swear at Zapier

If you can make toast, you can set this up:

1. In Zapier, create new Zap
2. Trigger: "New Lead" in Onsight
3. Action: "Create Request" in ApproveThis
4. Map lead fields to approval form (deal size → auto-calculate discount tier)
5. Test with existing Onsight lead

Pro tip: Use ApproveThis' calculated fields to auto-flag leads needing special handling. Example: If lead source = trade show → require marketing manager approval to track promo ROI.

Who Actually Benefits From This Mashup?

Sales Teams

Get deals unstuck faster. When legal approvals happen parallel to client negotiations instead of sequentially, reps close 23% faster (we've seen it). Plus, approvers get context directly from Onsight lead data - no more "Who's this client?" emails.

Finance Teams

Enforce budget controls without being the bad guys. Set approval thresholds that auto-route deals based on margin calculations. If a discount would drop margin below 15%, it can't get approved without CFO override.

Operations Teams

Turn lead approvals into onboarding kickoffs. When a new vendor lead gets approved in ApproveThis, auto-create supplier record in your ERP. Two systems, one seamless flow.

The Nerd Stuff You Actually Care About

ApproveThis plays nice without hogging licenses. Your client's CMO approving contracts? They just click an email link - no need for them to have Onsight access. Your legal team's paralegal? They only see the docs relevant to their approval step.

Key features that make this work:

• Vacation delegation: Sales director OOO? Requests auto-reassign so deals don't stall
• Conditional logic: Enterprise deal → require 3 approvals. SMB deal → auto-approve if under threshold
• Audit trails: Every approval decision timestamped with notes. Perfect for compliance audits

Why This Isn't Just Another Integration

Most approval tools treat every request the same. ApproveThis + Onsight is different because:

• Lead data from Onsight changes how approvals work. High-value lead? Shorten approval SLA. International lead? Add localization manager to approval chain.
• Approval outcomes feed back into Onsight. Lost deal because of pricing? Tag it in Onsight for next quarter's pricing strategy review.

It's not about replacing your CRM. It's about making approval decisions a strategic part of your lead management - not just a bureaucratic hurdle.

Ready to Stop Chasing Approvals?

If you're:

• Tired of deals leaking through approval cracks
• Sick of clients asking "Where's that contract?"
• Over spreadsheet approval logs that nobody updates

...then it's time to fix what's broken. Get started with ApproveThis today, connect it to Onsight via Zapier, and actually enjoy your next compliance audit.

Or, if you want to see it in action first, book a 15-minute demo. We'll show how other teams cut approval time by 40% - no cheesy sales pitch, just real workflows.