ApproveThis manages your Outbound by Enreach approvals.

Why Combine ApproveThis with Outbound by Enreach?

Sales teams live in a world of urgency. Every delayed approval risks losing a deal, while every unprocessed lead represents missed revenue. Outbound by Enreach excels at managing outbound sales activities, but even the most efficient dialing campaigns stall when teams wait for internal sign-offs on discounts, contract terms, or resource allocation. This is where ApproveThis transforms the equation.

By connecting Outbound’s lead management capabilities with ApproveThis’s approval automation through Zapier, businesses create a closed-loop system. Sales reps trigger approvals directly from updated lead records, executives review requests via email without logging into new systems, and approved deals automatically progress to the next stage. The result? Shorter sales cycles, fewer administrative bottlenecks, and complete audit trails for compliance.

How It Works: Approval Automation Meets Sales Execution

ApproveThis acts as the decision-making layer for Outbound by Enreach operations. While Outbound organizes lead data and call workflows, ApproveThis handles the human decisions required to keep deals moving:

Key Integration Points

Outbound → ApproveThis: When lead status changes (e.g., “Ready for Contract Review”), Zapier triggers an approval workflow for legal or financial sign-off. Approvers receive email notifications with embedded approval buttons – no software logins required.

ApproveThis → Outbound: Approved requests automatically update lead records or trigger next steps in Outbound’s calling sequences. Denied requests notify sales managers to adjust their approach.

Real-World Use Cases for Sales-Driven Organizations

1. Instant Discount Authorization for High-Value Leads

Telecom companies often face last-minute pricing negotiations. When an Outbound lead’s status changes to “Requires Discount Approval,” ApproveThis triggers a multi-level workflow:

• Sales Manager → Regional Director → CFO (for deals over $50K)

Approvers receive calculated ROI projections via ApproveThis’s dynamic fields, enabling data-driven decisions. Approved discounts auto-populate in Outbound’s lead notes, allowing reps to close deals during the next call.

2. Compliance-Driven Contract Approvals

Healthcare SaaS providers use this integration to manage HIPAA-compliant agreements. When sales reps mark an Outbound lead as “Contract Ready,” ApproveThis routes NDAs and SLAs to:

• Legal Team (sequential approval)
• Compliance Officer (parallel review)

ApproveThis’s document tracking ensures all stakeholders review the latest version, while approved contracts auto-sync to Outbound’s lead attachments.

3. Lead Qualification Escalation

Marketing agencies using Outbound for cold outreach set approval thresholds based on lead scores. When a lead’s score surpasses 80/100, ApproveThis notifies department heads to allocate dedicated account executives. This prevents overburdening junior reps with high-value prospects.

Technical Setup: No Coding Required

Configuring the integration takes under 15 minutes via Zapier:

Step 1: Connect Your Accounts

Authenticate Outbound by Enreach and ApproveThis in Zapier using OAuth. Ensure your ApproveThis workflows are pre-configured for common scenarios (discount tiers, contract types, etc.).

Step 2: Build Your Zaps

Example Zap 1 (Outbound → ApproveThis):

Trigger: “Updated Lead” in Outbound
Action: “Create Request” in ApproveThis
Data Mapping: Lead ID → Custom Approval ID, Lead Notes → Approval Comments

Example Zap 2 (ApproveThis → Outbound):

Trigger: “Request Approved” in ApproveThis
Action: “Update Lead” in Outbound
Data Mapping: Approval Notes → Lead Status, Attachments → Lead Files

Pro Tip: Use ApproveThis’s calculated fields to auto-populate discount limits based on Outbound lead values.

Cross-Team Benefits Beyond Sales

Finance Teams

Automated deal desk workflows ensure pricing approvals align with quarterly revenue goals. ApproveThis’s thresholds auto-approve discounts under 5% but require CFO review for exceptions.

Legal Teams

Contract templates in ApproveThis pre-fill with Outbound lead data (company size, location), reducing review time. Vacation delegation prevents delays when counsel is unavailable.

Operations Teams

Real-time dashboards track approval SLAs across regions. If a team averages >48hr approval times, ApproveThis triggers capacity alerts in Outbound’s task queues.

Why This Integration Outperforms Native Solutions

Outbound’s CRM tools handle basic task assignments but lack structured approval logic. ApproveThis adds:

Conditional Routing: Deals from Fortune 500 companies skip mid-level approvals and go straight to C-suite reviewers.

Compliance Safeguards: All approvals include timestamped IP logs and geolocation data for audit trails.

External Collaboration: Clients or partners approve NDAs via email without accessing Outbound’s system.

Getting Started

Sales-driven organizations can’t afford manual approval delays. Here’s how to begin:

1. Register for ApproveThis (14-day free trial)
2. Connect to Outbound via Zapier’s pre-built templates
3. Map your top 3 approval scenarios in under an hour

For complex environments, schedule a custom demo to see how approval thresholds and multi-stage workflows align with your sales targets.

Final Thoughts

Integrating ApproveThis with Outbound by Enreach isn’t about replacing tools – it’s about eliminating the gaps between action and authorization. Sales teams maintain velocity, executives retain control, and operations gain visibility into previously opaque decision cycles. In an era where deal closure rates hinge on speed and compliance, this integration provides both.