ApproveThis manages your Sales Innovator Integration approvals.

Why Approval Automation Matters in Sales

Modern sales teams live at the intersection of speed and compliance. While tools like Sales Innovator enable rapid email outreach and prospect engagement, they often lack guardrails to ensure critical decisions receive proper oversight. This is where ApproveThis transforms workflows. By connecting Sales Innovator's campaign automation with ApproveThis' structured approval system through Zapier, businesses gain both velocity and control.

Consider this: 68% of sales teams report delayed deals due to approval bottlenecks (CSO Insights). With this integration, teams automatically route key actions – like updating high-value contact tags or responding to prospect engagement – through predefined approval chains. The result? Faster cycle times without sacrificing governance.

How the Integration Works

Using Zapier as the connective layer, Sales Innovator triggers approval requests in ApproveThis whenever specific events occur. Approvers receive email notifications with context from Sales Innovator and can approve/reject requests with one click – no need to log into either system. Decisions automatically sync back to Sales Innovator, keeping campaigns moving forward.

Key Technical Advantages

Unlike rigid native integrations, this setup through Zapier allows:

• Conditional routing based on deal size, prospect tier, or campaign type
• Parallel approvals from legal, finance, and sales ops teams

Approvers only need email access – particularly useful when collaborating with external clients or contractors who shouldn't have full Sales Innovator licenses.

Real-World Use Cases

1. Governing High-Stakes Contact Updates

When a sales rep adds a "Enterprise Tier" tag to a contact in Sales Innovator, it often triggers premium pricing or custom contract terms. Through the integration:

1. Sales Innovator detects the tag addition
2. ApproveThis automatically routes an approval request to the sales director
3. Upon approval, Sales Innovator progresses the contact through the premium workflow

Example: A SaaS company reduced misclassified accounts by 40% after implementing this validation step, preserving their enterprise pricing integrity.

2. Scaling Personalized Follow-Ups

When a prospect opens a pricing proposal email in Sales Innovator, the integration can:

1. Trigger an approval request for custom discount authority
2. Route to both sales manager and finance team
3. Auto-apply approved discounts in Sales Innovator's next automated email

Impact: A manufacturing firm cut response times from 72 hours to 90 minutes for hot leads, increasing close rates by 18%.

Setup in Three Steps

1. Create Your Zap
In Zapier, select Sales Innovator as the trigger app. Choose either "Contact Tag Added" or "Email Opened" as your starting event.

2. Connect ApproveThis
Map relevant Sales Innovator data (contact details, email content) into an ApproveThis approval request. Set escalation rules and approver groups here.

3. Test and Activate
Use test contacts in Sales Innovator to verify approval paths. Once live, all specified events will require approval before progressing.

Cross-Functional Benefits

For Sales Teams

Accelerate deal velocity while maintaining discount authority limits. Regional sales managers at a medtech company used this to reduce Q4 approval delays by 63%.

For Marketing Operations

Ensure campaign list changes undergo legal review. A financial services firm prevented three non-compliant outreach campaigns last quarter through mandatory approvals.

For Executive Leadership

Gain real-time visibility into approval bottlenecks via ApproveThis' dashboard. One CEO slashed sales cycle times by 22% after identifying stalled deals in weekly reviews.

Beyond Basic Approvals

ApproveThis adds strategic depth to Sales Innovator workflows through:

Approval Thresholds: Auto-approve discounts under 5% but require VP sign-off above 15%

Calculated Fields: Dynamically adjust approval chains based on deal size pulled from Sales Innovator

Vacation Coverage: Never miss an approval deadline – requests automatically reroute if approvers are OOO

Getting Started

To implement this integration:

1. Ensure you have active accounts in both Sales Innovator and ApproveThis
2. Create your first workflow in Zapier (5-7 minutes for common setups)
3. Train teams on reviewing approval requests via email

Most customers see full ROI within 45 days through reduced compliance incidents and faster deal progression.

The Future of Automated Sales Governance

As sales automation accelerates, so does the risk of unvetted decisions. The Sales Innovator/ApproveThis integration represents a new standard – one where speed and control coexist. By embedding approvals directly into campaign workflows, teams eliminate the false choice between moving fast and getting it right.

Ready to transform how your team governs sales actions? Book a demo to see live examples or start your free trial today.