ApproveThis manages your Peasy Sales Integration approvals.

Why Approval Automation Matters for Sales Teams

Modern sales teams need to move fast without compromising oversight. Peasy Sales accelerates customer communications, while ApproveThis ensures every decision aligns with company policies. When connected through Zapier, these platforms create closed-loop workflows where customer-facing actions automatically trigger compliance checks – and vice versa.

What Happens When CRMs Meet Approval Automation

Peasy Sales organizes customer interactions, but critical decisions often get stuck in email threads or Slack channels. ApproveThis adds structure to these moments through:

• Automatic routing based on deal size or client type
• Real-time audit trails for compliance reporting
• Email approvals that work for external partners

Together, they ensure sales teams maintain velocity while finance/legal teams retain control. A manufacturing company might auto-flag deals over $50K for CFO review. A marketing agency could require client sign-off on campaign changes before updating Peasy Sales records.

Three Ways to Connect the Platforms

1. Contact Validation Workflows

When a sales rep creates a new enterprise lead in Peasy Sales, ApproveThis can:

• Require manager confirmation for high-value accounts
• Cross-check against existing CRM duplicates
• Auto-approve contacts under $10K potential value

Real Example: A tech consultancy reduced duplicate leads by 40% after implementing two-step approval for all new contacts flagged as "Enterprise" in Peasy Sales.

2. Approval-Triggered Messaging

Legal teams using calculated fields to assess contract risk can auto-send Peasy Sales updates like:

"The Acme Corp NDA (ID#2024) was approved at 2:15 PM. Sarah from Legal added: 'Clause 3.2 revised.'"

This keeps sales teams informed without manual status updates.

3. Post-Approval CRM Updates

When a discount request gets approved, ApproveThis can automatically:

- Update Peasy Sales contact records with special pricing terms
- Trigger follow-up tasks in connected project tools
- Notify accounting teams via their preferred channels

Implementation Made Simple

Connecting Peasy Sales and ApproveThis takes under 15 minutes:

1. Create a Zapier account
2. Choose your trigger (e.g., "New Contact" in Peasy Sales)
3. Select ApproveThis as the action app
4. Map critical fields like deal size or client tier

Pro Tip: Use ApproveThis' approval thresholds to auto-approve low-risk requests while flagging exceptions.

Who Benefits Most?

Sales Teams

Close deals faster with embedded compliance. Field reps get real-time approval status directly in Peasy Sales mobile notifications.

Operations Managers

Track approval bottlenecks through custom dashboards. One logistics company reduced approval delays by 62% after implementing vacation delegation rules.

Leadership

Maintain visibility without micromanaging. Custom reports show how approval patterns correlate with deal velocity and win rates.

Key Differentiators

Unlike basic CRM approval features, this integration provides:

External Collaboration: Clients or partners can approve requests via email without needing Peasy Sales logins.
Conditional Logic: Auto-route approvals based on deal size, client location, or product type.
Compliance Safeguards: All decisions are logged with timestamps and comments for audit purposes.

When to Consider Alternatives

This integration works best for teams that:

- Handle 50+ monthly approvals
- Work with external clients/partners
- Require multi-department sign-offs

Companies with simple single-approver needs might find built-in CRM features sufficient.

Getting Started

To implement these workflows:

1. Register for ApproveThis (14-day trial available)
2. Connect your Peasy Sales account via Zapier
3. Clone pre-built templates or create custom flows

The Bottom Line

Combining Peasy Sales' communication tools with ApproveThis' structured approval system creates accountability without bureaucracy. Sales teams maintain their pace, while finance/legal teams gain peace of mind. The Zapier integration ensures this happens without manual data entry or context switching.

Ready to streamline your sales approvals? Book a personalized demo to see how custom thresholds and automated routing could work for your team.