ApproveThis manages your Overloop Integration approvals.

When Your CRM Needs Adult Supervision

Let’s be real – your sales team lives in Overloop. Deals move fast, prospects pile up, and suddenly you’ve got 47 “urgent” discount requests clogging the pipeline. Meanwhile, legal’s grumbling about unsigned NDAs and finance is hunting down missing PO numbers. This is where ApproveThis comes in like a bouncer for your approval processes.

We’re not here to replace your CRM. We’re the missing layer that keeps deals moving without letting your approval process become the bottleneck. Connect the two via Zapier, and suddenly your team’s working like they’ve got a sixth sense for compliance.

Why This Combo Works (Besides the Obvious)

Overloop’s great at tracking conversations. ApproveThis is great at preventing “Hey, did you approve this?” follow-up emails. Together? They handle the push-pull between moving deals fast and not breaking company rules.

Three things that change immediately:

• No more CRM license bloat: Approvers get requests via email – no need for every legal rep or exec to have Overloop access
• Automatic paper trails: Every approval/rejection syncs back to Overloop activities
• Threshold rules: Auto-approve small discounts, escalate big ones – without manual sorting

Real-World Use Cases That Don’t Suck

1. New Client Onboarding That Doesn’t Take 11 Days

Scenario: Sales lands a whale client. Cue the internal circus – legal needs contracts reviewed, finance checks credit terms, operations verifies delivery capacity.

How it works:

Overloop prospect → Zapier → ApproveThis chain: Legal gets contract review task, finance gets credit check, ops gets capacity check – all parallel. First rejection pauses the deal in Overloop. All approvals? Automatically tags prospect as “Ready for Onboarding”.

Who cares: Professional services firms, SaaS companies with custom contracts, distributors with complex logistics.

2. Discount Requests That Don’t Require Begging

Scenario: Sales rep wants 15% off to close a deal. Needs manager approval if under 20%, CFO sign-off if higher.

How it works:

Overloop deal update → Zapier → ApproveThis. Rules auto-route based on discount percentage. Approvals post notes back to Overloop activity log. CFO only gets pinged for big asks.

Who cares: Manufacturers with MAP policies, wholesalers, any team where “special pricing” needs guardrails.

3. Prospect → Client Handoffs That Don’t Drop Balls

Scenario: Newly approved client needs account setup, but Sales forgets to trigger the ops process.

How it works:

ApproveThis final sign-off → Zapier → Overloop. Automatically creates “Client Setup” task for ops, tags sales lead for handoff meeting, updates deal stage.

Who cares: Agencies, subscription businesses, anyone where post-sale activation matters.

Setup That Won’t Make You Want to Quit

If you can make toast, you can connect these. Here’s the cheat sheet:

1. Zapier account: Free tier works for basic workflows
2. ApproveThis triggers: Pick “New Request” or “Approval/Denied”
3. Overloop actions: Create prospects, log activities, update deal stages

Pro tip: Start with one workflow (like deal discount approvals). Test it with a single sales rep. Scale after you see the time saved.

Department-Specific Wins

Sales Teams

Stop playing approval detective. Get real-time status updates in Overloop without switching apps. Vacation delegation means deals don’t stall because Greg’s on PTO.

Finance Teams

Approval thresholds mean you only see exceptions. Calculated fields auto-flag requests that break revenue recognition rules.

Operations Teams

Auto-approve routine requests (like standard NDAs), focus on edge cases. Get alerted via Slack and email so nothing slips through.

Why This Isn’t Just Another Integration

Most CRMs have basic approval features. But when you need:

• Multi-department sign-offs (sales + legal + finance)
• External clients to approve statements/SOWs
• Approval logic based on deal size + type + region

...that’s where stitching Overloop + ApproveThis actually holds up. Plus, approvers don’t need another login – huge for partners/vendors.

Cool Features You’ll Actually Use

Beyond the basics:

Approval groups: Require 3/5 team leads to sign off on enterprise deals. Perfect for consensus-driven orgs.

Conditional fields: Auto-add compliance checklists for regulated industries. Healthcare? Adds HIPAA review steps.

Delegation: Approver OOO? Requests reroute automatically. No more “I thought you were covering for me!”

Bottom Line for Busy People

If your Overloop deals get stuck waiting on approvals, this isn’t about “streamlining workflows” – it’s about closing faster without breaking rules. ApproveThis handles the gatekeeping, Overloop handles the relationships.

CTA: Book a 15-minute demo or start a free trial. We’ll show you how to set up your first Overloop integration while you’re on the call.

Wait, What About...?

“We use Overloop for lead scoring!”
Add approval steps for moving prospects between lead stages. Marketing ops loves this.

“Our approvers are external!”
Perfect. They get email links to approve – no app access needed. Audit logs stay in ApproveThis.

“We have custom deal terms!”
Calculated fields auto-apply approval rules based on your formulas. No manual checks.