ApproveThis manages your Ramper Pipeline approvals.

When Sales Speed Meets Approval Sanity

Let’s cut to the chase: sales teams live and die by speed. Ramper Pipeline gives you the tools to track leads and push deals forward. ApproveThis slaps a governor on that momentum every time someone needs to sign off on a discount, approve a client proposal, or greenlight a contract. Separately, they’re useful. Connected via Zapier? They’re the yin and yang of keeping your sales machine moving without letting critical approvals fall through the cracks.

This isn’t about replacing your CRM with an approval tool. It’s about letting Ramper do what it does best – manage leads, tasks, and opportunities – while ApproveThis handles the bureaucratic sludge that slows down closers. No more chasing down VPs for signatures in Slack. No more losing deals because legal took three days to review a contract. Just a clean handoff between moving fast and getting permission to move faster.

Why This Combo Works (Besides the Obvious)

Most Zapier integrations just shuffle data between apps. This one actually changes how teams operate. Here’s why:

Approvals that don’t bottleneck your CRM: Approvers get everything they need to make decisions without logging into Ramper. External partners, execs, or legal can review requests via email or ApproveThis’ dashboard. No extra licenses, no training, no “I forgot my password” delays.

Conditional logic that actually makes sense: Auto-approve discounts under 10% but escalate anything higher. Require CFO sign-off for custom payment terms but let sales managers handle standard deals. ApproveThis’ thresholds and rules work like a bouncer for your approval processes – only letting through what needs your attention.

Vacation mode that doesn’t ruin your quarter: When your VP of Sales is at Burning Man (or, you know, a conference), ApproveThis automatically reroutes approvals to their second-in-command. No more waiting for someone to check their out-of-office replies.

Real-World Use Cases That Aren’t Fluff

1. Web Lead Approval → Faster Follow-Up

The Problem: Your marketing team’s pumping out leads, but sales is stuck debating who gets which account. Meanwhile, competitors are already booking demos.

The Fix: New Ramper leads trigger ApproveThis requests to assign account ownership. Use calculated fields to auto-approve leads under a certain lead score, but flag high-value prospects for manager review. Example: A SaaS company routes enterprise leads through a legal compliance check before sales can engage, cutting onboarding delays by 60%.

2. Task Approvals → Less Chatter, More Doing

The Problem: Your AE needs a custom proposal template for a client. They Slack you, you Slack finance, finance emails legal…and the task dies in a thread.

The Fix: New tasks in Ramper auto-create approval requests with context from the deal record. Approvers get a single email with all details – no app-hopping required. A mid-sized MSP uses this to cut internal task approval time from 48 hours to 90 minutes.

3. Closed-Won → Celebrate (Then Get Sign-Off)

The Problem: Your team closes a big deal…then spends days waiting for finance to approve the custom contract terms.

The Fix: When a Ramper opportunity is marked “Won,” ApproveThis triggers contract approval workflows with deal specifics pre-filled. One manufacturing company automated their post-sale engineering review, shaving 72 hours off their fulfillment timeline.

4. Approvals → Tasks Without the Whack-a-Mole

The Problem: Approved requests in ApproveThis become “I think I told Sarah to handle that?” moments.

The Fix: Approved requests auto-create tasks in Ramper with due dates and context. A cybersecurity firm uses this to track post-approval steps for client onboarding, reducing missed steps by 45%.

Setup That Doesn’t Require a PhD

If you’ve used Zapier before, this is a 15-minute setup. If not, it’s still under an hour:

1. Connect the apps in Zapier: Here’s the Zapier link for Ramper and ApproveThis.
2. Pick your trigger: Start with a Ramper event (new lead, task, etc.) or an ApproveThis approval.
3. Map critical fields: Pull deal size from Ramper into ApproveThis’ thresholds. Send approval comments back to Ramper as notes.
4. Add conditional logic: Use Zapier’s filters to only send approvals when needed (e.g., deals over $50K).

Pro tip: Start with one workflow (like lead assignments), nail it, then expand. Overcomplicating this upfront is like trying to boil the ocean – pointless and messy.

Who Actually Benefits? (Spoiler: Everyone)

Sales Teams

Stop playing approval tag. Get real-time updates when contracts are signed or discounts get approved. Use vacation delegation so deals don’t stall because someone’s on PTO.

Sales Ops

Enforce approval rules without being the bad guy. Track how long each approval takes with ApproveThis’ dashboard. Use that data to streamline processes or call out bottlenecks.

Finance & Legal

Review requests with all context in one place – no digging through Ramper fields. Set up automatic approvals for low-risk requests to focus on what matters.

Leadership

See approval metrics alongside sales pipeline data. Spot trends like “Deals requiring CFO approval close 20% slower” – then fix it.

The Fine Print (That’s Actually Useful)

Approvers don’t need Ramper seats: Clients, vendors, or execs can review requests via email or ApproveThis’ portal. They only see what’s relevant – no access to your full CRM.

Two-way sync matters: Approved discounts in ApproveThis update Ramper deal records. Rejected contracts trigger Ramper tasks for renegotiation. This isn’t a one-way data dump.

Security isn’t an afterthought: ApproveThis uses role-based access, so junior reps can’t approve enterprise discounts. Audit trails show who approved what, and why.

Bottom Line: This Isn’t Just Another Integration

Most CRMs have approval features. They’re clunky, opaque, and ignore how real teams work. ApproveThis + Ramper Pipeline via Zapier gives you control without complexity. It’s for teams tired of choosing between speed and compliance – and ready to have both.

If your sales team’s motto is “move fast and break things,” this integration is the “break things” part. In a good way.

Do Something About It

Get ApproveThis, connect it to Ramper Pipeline via Zapier, and start approving deals like you’re closing them – quickly and without drama. Or schedule a demo to see how conditional approvals can turn your sales process from a bottleneck into a cannon.