When Lead Gen Meets Approval Zen
Let’s be real – most approval processes suck. They’re the soggy fries of business operations. But here’s where it gets interesting: Pipelyne’s sharp lead questionnaires meeting ApproveThis’s no-bullshit approval engine. This isn’t about “synergy” or other corporate buzzwords. It’s about closing deals faster than your sales team can say “let’s circle back.”
Picture this: A lead fills out Pipelyne’s questionnaire at 2 AM. By 9:01 AM, your deal desk already approved the custom quote, legal greenlit the terms, and your sales rep is closing over coffee. No chasing down VPs in parking lots. No “did you see my Slack?” follow-ups. Just deals moving at the speed of actual business.
Why This Combo Doesn’t Just Work – It Wins
Pipelyne’s good at qualifying leads. ApproveThis is ruthless at killing bottlenecks. Together? They handle the messy middle where deals go to die. Here’s the actual magic:
- Approval grenades over email: Legal can veto sketchy terms from their inbox. No logins. No “how do I use this software?” tickets.
- Deal terms that self-approve: Quotes under $10K auto-approve? Contracts with standard clauses get instant yeses? Done. Saves your team from decision fatigue.
Example: A SaaS company routes enterprise deals through 4 departments. Without this setup? 8 days of back-and-forth. With it? Contracts get full approval in 14 hours. Because nobody’s waiting on Karen from procurement to finish her PTO.
Real World Stuff That Actually Matters
For Sales Teams Who Hate Paperwork
When Pipelyne flags a high-value lead, ApproveThis automatically:
- Routes custom pricing to the right VP
- Gets legal to bless non-standard terms
- Shoots the approved contract back to Salesforce
Result: Your AE skips the admin vortex and actually sells. A mid-sized cybersecurity firm cut their sales cycle from 3 weeks to 6 days doing exactly this.
For Operations Nerds Who Run Tight Ships
Custom approval thresholds mean:
- Deals under $X get auto-approved
- Margin thresholds trigger instant finance reviews
- Questionnaire answers route to specialists (e.g., custom integrations → engineering sign-off)
An industrial equipment supplier uses this to handle 73% of standard quotes without human touch. Their ops team now focuses on complex deals instead of pushing paper.
For Client Services Avoiding Scope Creep
When Pipelyne captures custom project requests:
- Approvals check against existing contracts
- Out-of-scope work flags for client success leads
- Auto-denials with pre-built “let’s discuss a change order” replies
A marketing agency reduced scope creep by 41% in Q1 by gatekeeping requests before they became headaches.
Setting This Up Without the Usual Hassle
Connect Pipelyne to ApproveThis via Zapier in three steps:
- Trigger: New Pipelyne lead → Zapier → ApproveThis
- Map: Pull key data (deal size, custom requests) into approval fields
- Route: Set approval rules based on deal parameters
Pro tip: Use ApproveThis’s calculated fields to auto-flag deals that need special handling. Example: “If deal size > $50K AND integration_required = Yes → Route to CTO + Legal.”
Why Your Team Won’t Hate This (Seriously)
For approvers: They click “approve” in email. No new logins. No learning Pipelyne. Just quick decisions without context switching.
For admins: Vacation delegation means approvals don’t stall when Bob from accounting is on his annual fly-fishing trip. Rules handle rerouting automatically.
For finance: Real-time dashboards show which deals are pending, approved, or stuck. No more spreadsheet hunts before board meetings.
Straight Talk for Different Sizes
50-200 Employees:
Killer feature: Approval groups. When a lead comes in, marketing + sales + ops leads all get notified. First to respond decides. Cuts through the “not my job” limbo.
500-5000 Employees:
Scale play: Conditional workflows. Enterprise deals with NDAs route through legal. Small biz deals auto-approve with standard terms. Keeps the machine humming without overcomplicating.
Bottom Line: This Isn’t Just Another Integration
ApproveThis + Pipelyne via Zapier is about removing the bullshit from your deal flow. It’s for companies tired of:
- Chasing down signatures
- Reinventing the wheel for every approval
- Letting red tape kill momentum
Example: A healthcare tech company reduced compliance review time by 62% by auto-routing Pipelyne leads based on regulatory flags. Their compliance team now reviews 28% fewer requests because the system filters out non-issues.
Cool Features You’ll Actually Use
Thresholds: Deals under $X auto-approve with terms. Over $X? Escalate with one click.
Email Approvals: Approvers don’t need another app. Just click “Yes” or “Hell no” in their inbox.
Real-Time Tracking: See where every deal stands without micromanaging. Green = good. Red = fix it.
How to Not Screw This Up
Do: Start simple. Automate approvals for your most common deal type first.
Don’t: Try to boil the ocean. You don’t need 17 approval steps for a $500 upsell.
Pro move: Use Pipelyne’s questionnaire data to pre-fill ApproveThis fields. Less manual entry = fewer errors.
Time to Stop Talking About It
If your approval process involves more spreadsheets than actual decisions, it’s broken. ApproveThis + Pipelyne via Zapier fixes it without the corporate fluff.
Get your free ApproveThis account, connect it to Pipelyne, and start approving deals like you’re actually in the 21st century. Or keep doing it the old way – your competitors will love that.
Book a 15-minute demo or start a free trial. No sales scripts. Just a working setup in under a day.
Integrate with Pipelyne 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.
Learn More
Best Approval Workflows for Pipelyne
Suggested workflows (and their Zapier components) for Pipelyne
Create approval requests for new leads
Automatically send new leads from Pipelyne for approval. When a lead completes a questionnaire, this integration creates an approval request in ApproveThis to speed up decision-making. *Note: Customize the approval fields in ApproveThis as needed.*
Zapier Components

Trigger
New Lead
Triggers when a new lead completes a questionnaire
Action
Create Request
Creates a new request, probably with input from previous steps.
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