ApproveThis manages your Pitchly Integration approvals.

Why Approval Workflows Break Without Structure

Modern businesses run on data, but that data means nothing without human validation. Pitchly excels at organizing raw information into client-ready assets like proposals and pitch decks. ApproveThis brings order to the decision-making required to finalize those assets. Together, they create a closed-loop system where data becomes action through structured collaboration.

Consider this: 68% of professionals report losing work hours weekly chasing approvals (McKinsey). When deal teams use Pitchly without approval guardrails, they risk sending outdated pricing, non-compliant language, or unvetted deliverables. The Zapier integration between ApproveThis and Pitchly fixes this by embedding governance directly into the content creation process.

How It Works: Approval Automation That Adapts

The integration connects Pitchly's database engine with ApproveThis' decision workflows through Zapier, acting as the bridge between data changes and human oversight. Unlike rigid approval systems, this setup allows teams to:

• Trigger reviews automatically when records change in Pitchly
• Maintain version control through approval-audited updates
• Route decisions to external partners without Pitchly licenses

A marketing agency might use this to ensure all client-facing deliverables in Pitchly get legal review before distribution. The legal team receives email-based approvals from ApproveThis without needing access to the agency's Pitchly database.

Three Workflows That Transform Team Output

1. New Record Governance

Use Case: When sales teams add new client records to Pitchly, ApproveThis automatically routes them for compliance review.

Example: A financial advisory firm adds a new investment product to their Pitchly database. The integration triggers an approval workflow requiring sign-off from both compliance officers and product managers before the product appears in client pitch decks.

2. Change Management at Scale

Use Case: Any update to existing Pitchly records initiates a re-approval process through ApproveThis.

Example: A consulting firm modifies a project scope template in Pitchly. ApproveThis routes the updated version to the engagement lead and client contract manager via email, collecting digital signatures before the changes go live.

3. Bidirectional Status Sync

Use Case: Approved decisions in ApproveThis automatically update Pitchly records, while rejections trigger revision tasks.

Example: An approved budget proposal in ApproveThis pushes the final numbers to the corresponding Pitchly record, locking the field to prevent unapproved edits. Rejected proposals create tracked revision tasks in Pitchly with reviewer comments attached.

Implementation Made Simple

Setting up the integration requires 15 minutes in Zapier:

1. Connect Pitchly and ApproveThis to your Zapier account
2. Choose a trigger event from Pitchly (new/updated record)
3. Map critical Pitchly fields to ApproveThis' request template
4. Set approval rules based on data thresholds (e.g., deals over $50K)
5. Configure automatic Pitchly updates upon approval completion

Pro Tip: Use ApproveThis' Calculated Fields to auto-approve minor changes while flagging high-impact updates for human review.

Team-Specific Benefits

Sales Teams

Accelerate proposal cycles by routing Pitchly-generated quotes through parallel approvals. Legal reviews terms while finance verifies pricing - all without leaving ApproveThis' centralized dashboard.

Operations Managers

Maintain audit trails automatically. Every approved change in Pitchly includes timestamps, approver comments, and version history - critical for ISO compliance and client disputes.

External Partners

Clients or contractors approve deliverables via email without accessing Pitchly. ApproveThis shows real-time status without sharing sensitive databases.

Critical Features That Make It Work

ApproveThis adds three capabilities Pitchly alone can't provide:

Conditional Escalation: If a Pitchly record contains urgent deal terms, ApproveThis skips junior approvers and routes directly to executives.

Approval Thresholds: Auto-approve minor copy edits in Pitchly assets while requiring CFO sign-off for financial model changes.

Vacation Coverage: Approval authority automatically delegates when primary approvers are OOO, preventing Pitchly update bottlenecks.

When to Consider This Integration

The combination delivers maximum value for:

Regulated Industries: Financial services and healthcare teams using Pitchly for client materials need documented approvals for compliance.

Scale-Mode Startups: Fast-growing companies using Pitchly to manage sales assets require approval guardrails as they expand.

Distributed Teams: Organizations with external partners or remote staff benefit from email-based approvals that don't require system access.

Getting Started

Ready to eliminate approval delays in your Pitchly workflows?

1. Register for ApproveThis (14-day free trial)
2. Connect to Pitchly via Zapier using our pre-built templates
3. Define approval rules matching your governance needs

For complex use cases, schedule a demo to see custom workflows for your industry.

Final Word: Approval as Competitive Advantage

In the time it takes unmanaged teams to chase stakeholder sign-offs, integrated users finalize compliant deliverables. By connecting Pitchly's data agility with ApproveThis' structured governance, organizations don't just prevent errors - they accelerate revenue cycles.

The integration works because it respects how modern teams operate: data lives in specialized tools like Pitchly, while decisions happen through human collaboration. ApproveThis bridges the gap without forcing workflow changes.