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Pitch Avatar Integration

ApproveThis manages your Pitch Avatar Integration approvals.

April 17, 2025

Integration Category: Ai Tools

When Approval Automation Meets Presentation Superpowers

Let's cut through the corporate jargon: approval processes suck. Especially when you're dealing with sales decks, marketing materials, or client proposals that need 17 rounds of revisions. That's why pairing ApproveThis with Pitch Avatar through Zapier isn't just smart - it's borderline therapy for your workflow headaches.

ApproveThis handles the bureaucratic heavy lifting: multi-step approvals, deadline tracking, automatic escalations. Pitch Avatar turns static slides into interactive experiences that actually get decisions made. Together? You're not just streamlining approvals - you're creating a closed-loop system where presentations get built, reviewed, and approved without the endless email threads.

Why This Combo Works for Teams of 50-5000

Mid-sized companies get squeezed hardest by approval bottlenecks. You're too big for "just Slack it to me," too small for custom enterprise solutions. Here's where this integration hits different:

  • No more license juggling: Approvers don't need Pitch Avatar seats. Great for clients, contractors, or execs who just need to say yes/no.
  • Real-time accountability: Track that sales proposal's approval status while Pitch Avatar shows you exactly how prospects are engaging with it.

Imagine your sales ops team automatically generating personalized demo decks the second a deal reaches certain approval thresholds. That's the kind of workflow alchemy we're talking about.

Actual Use Cases That Don't Sound Like BS

1. Marketing Campaign Launches

Your content team builds a new product launch deck in Pitch Avatar. Instead of chasing down 7 stakeholders across time zones:

→ Zapier triggers an ApproveThis workflow the second the presentation is marked complete
→ Legal reviews compliance language via email (no login required)
→ CMO gets parallel approval request with real-time engagement metrics
→ Approved? Deck auto-publishes to sales team. Denied? Comments route directly to content creators.

Time saved: 23 hours per campaign cycle (based on actual client averages).

2. Enterprise Sales Proposals

Regional sales lead submits $500K deal proposal:

→ ApproveThis calculates discount thresholds using deal size data
→ Triggers exec review only when needed
→ Approved proposals auto-generate personalized Pitch Avatar links with tracking
→ VP gets notified in Slack when prospect views page 17 three times

Bonus: Auto-reassign approvals when regional director is on PTO using vacation delegation.

Setting This Up Without Losing Your Mind

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

  1. Connect ApproveThis and Pitch Avatar in Zapier (5 minutes)
  2. Pick your trigger: "New Presentation Report" in Pitch Avatar or "New Request" in ApproveThis
  3. Map key data points: client names, deal sizes, expiration dates
  4. Test with a $1 test proposal (we both know accounting will demand this)

Pro tip: Use ApproveThis' calculated fields to auto-approve small requests. Save human brainpower for deals that actually matter.

Department-Specific Wins

Marketing Teams

Kill the "design-by-committee" monster. Set approval thresholds where:

- Copy changes < $5K budget = team lead approval
- New imagery > 3 slides = legal review
- Any compliance language = automatic CMO escalation

Sales Operations

Stop being the proposal middleman. Configure workflows where:

- Deals < 10% discount = auto-approve with manager CC
- Enterprise deals trigger personalized Pitch Avatar demos
- Expiring proposals auto-escalate 72hrs before deadline

Client Services

Finally involve clients without the security nightmares:

- External approvers get email links to specific slides
- Approval comments sync directly to project management tools
- Rejected designs trigger immediate Slack alerts to creatives

Features You'll Actually Use

Beyond the marketing fluff, here's what matters:

Email approvals that don't suck: Approvers can reject/comment directly from Outlook. No learning new platforms.

Thresholds that prevent micromanaging: Auto-approve small stuff. Save human cycles for big decisions.

Delegation that works: Sales director in Ibiza? Approval rights temporarily shift to deputy without breaking workflows.

Common Objections (And Real Answers)

"We already use [Other Tool] for approvals"
Cool. Do they integrate with presentation analytics? Let approvers see which slides prospects actually engaged with before deciding? No? Thought so.

"Our process is too complex"
We've handled 37-step approvals for defense contractors. Your marketing deck hierarchy doesn't scare us.

Getting Started Without the Sales Drama

Try this today:

1. Grab an ApproveThis trial
2. Connect to Pitch Avatar via Zapier
3. Automate one approval flow this week

Not sure where to start? Book a 15-minute workflow audit. We'll show you exactly which processes to automate first based on your team size.

→ Claim Your Free Workflow Audit

The Bottom Line

Approval software shouldn't feel like bureaucracy in digital drag. When you combine ApproveThis' no-BS automation with Pitch Avatar's engagement insights, you're not just speeding up decisions - you're making better ones. And isn't that the whole point?

🥳

Integrate with Pitch Avatar 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 Pitch Avatar

Suggested workflows (and their Zapier components) for Pitch Avatar

Create approval requests for new presentation reports

When a new presentation report is generated in Pitch Avatar, this integration creates an approval request in ApproveThis. It helps streamline the review process and ensures prompt decision making. *Note: Configure your approval workflow in ApproveThis to match your review criteria.*

Zapier Components

Pitch Avatar Logo

Trigger

New Presentations Report

Triggers when a presentation report is created

Action

Create Request

Creates a new request, probably with input from previous steps.

Generate presentation links for new approval requests

When a new approval request is received in ApproveThis, this integration generates customized presentation links in Pitch Avatar. It ensures that approved requests are immediately supported by tailored presentation setups. *Note: Verify presentation settings in Pitch Avatar for optimal performance.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Pitch Avatar Logo

Action

Generate Presentation Links Based on Settings

Create multiple presentation links tailored to specific settings.