ApproveThis manages your Salescaptain Integration approvals.

Why These Two Tools Together? Let’s Get Real

Here’s the thing: approval bottlenecks aren’t just annoying – they cost money. SalesCaptain’s AI-powered CX platform helps local businesses win customers. ApproveThis makes sure those wins don’t get stuck waiting for someone to click “approve” on a PDF buried in their inbox. Connect them through Zapier, and you’ve got a system where sales moves at the speed of actual business, not email chains.

Think of it like this – SalesCaptain handles the “let’s make this happen” energy. ApproveThis handles the “wait, did anyone actually sign off on this?” reality check. Together, they keep deals moving without letting chaos (or compliance issues) creep in.

Where This Combo Hits Different

For Franchises & Multi-Location Businesses

Local promotions need corporate sign-off. A 50-location restaurant chain uses SalesCaptain to track local campaign performance but needs HQ approval before upping ad spend. Zapier auto-creates ApproveThis requests with ROI data when local managers hit certain metrics. Approval thresholds automatically greenlight proven campaigns under $5K, escalating bigger bets to VPs. No more guessing if Janet in finance saw the email.

For Marketing Agencies Managing Client Accounts

New client lead from SalesCaptain’s webchat? Auto-create an ApproveThis request with lead details and proposed retainer terms. Client decision-makers approve directly via email (no logins), kicking off onboarding. Bonus: Vacation delegation means approvals don’t die when the client’s CMO is at Burning Man.

For B2B Sales Teams With Complex Contracts

When SalesCaptain flags an enterprise lead, ApproveThis routes NDAs, discount approvals, and custom terms through legal, finance, and product teams in sequence. Calculated fields auto-flag deals needing exec review (like those over $250K). Real-time tracking lets reps stop playing operator and actually sell.

The Nuts and Bolts (Without Putting You to Sleep)

Three Ways This Integration Actually Works

1. Contacts → Approvals → Action

The Flow: New/updated SalesCaptain contact → Auto-create ApproveThis request → Route for approval → Sync back to SalesCaptain when approved.
Who Cares: Healthcare suppliers needing compliance checks before adding new providers to their SalesCaptain list. ApproveThis adds audit trails missing in basic CRM workflows.

2. Webchat Leads → Instant Vetting

The Flow: SalesCaptain webchat lead → ApproveThis request with lead details → Sales manager approves/denies → Auto-add to CRM or flag for follow-up.
Who Cares: Home services companies getting 100+ leads/week. Stops sales teams from wasting time on “I just wanted a quote” leads that aren’t sales-ready.

3. Approval Data → Smarter CRM Actions

The Flow: ApproveThis denial → Auto-tag contact in SalesCaptain → Trigger nurture campaign in 30 days.
Who Cares: SaaS companies with annual contract cycles. No more losing track of “not now” leads that turn into “urgent” deals next quarter.

Setting This Up Without Losing Your Mind

Zapier’s doing the heavy lifting here. You’re basically teaching two tools to pass notes in class:

1. Pick Your Trigger: Start in SalesCaptain – new contact, updated lead, webchat submission, etc.
2. Map the Data: Pull critical info into ApproveThis (contact details, deal size, notes).
3. Set Approval Rules: Who needs to approve? Sequential or all at once? Automatic approvals under $X?
4. Close the Loop: Push approval status back to SalesCaptain – tags, custom fields, activity logs.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag deals needing extra eyes. Example: “If deal size > $50K AND indusry = healthcare → require legal review.”

Why This Isn’t Just Another “Integration”

Licensing You’ll Actually Like

ApproveThis approvers don’t need SalesCaptain seats. Huge for:

• External Approvals: Clients, vendors, or legal can approve without CRM access.
• Cross-Department Reviews: Finance approves budgets without seeing your entire SalesCaptain pipeline.

Features That Solve Actual Problems

Not just passing data – using it to make decisions:

Approval Thresholds: Auto-approve discounted deals up to 15%, escalate anything beyond. SalesCaptain tracks usage, ApproveThis enforces guardrails.
Calculated Fields: Automatically add margins, ROI projections, or compliance scores to approval requests based on CRM data.
Vacation Coverage: Approvals route to backups when approvers are OOO – no more “waiting for Steve” emails.

Who Actually Benefits (Beyond the Obvious)

Sales Teams:

Faster approvals mean closing before competitors. Example: A commercial real estate firm auto-approves standard lease terms, only escalating custom clauses. Deals close 11 days faster.

Operations:

Stop being the approval traffic cop. A logistics company uses approval groups – local managers OK routine purchases, CFO only sees exceptions. 70% fewer “why was this approved?!” meetings.

Finance:

Budget control without micromanaging. A nonprofit auto-rejects expense reports over department limits in ApproveThis, while SalesCaptain tracks donor-specific project budgets.

“But Wait, What If…” – Common Questions

Can Approvers Edit Requests?

Nope – ApproveThis locks requests once sent. No more “I’ll just tweak this number before approving” disasters. Comments are allowed, but data stays auditable.

What About Existing SalesCaptain Workflows?

This isn’t a replacement – it’s adding guardrails. Keep your lead scoring, but add approval checkpoints for high-value or risky deals.

How Much Zapier Kung Fu Do We Need?

Basic “if this then that” skills. ApproveThis has pre-built templates for SalesCaptain connections. You’re not coding – you’re dragging, dropping, and drinking coffee.

Getting Started (Without the Usual Hassle)

1. Grab an ApproveThis trial – takes 3 minutes.
2. Connect SalesCaptain via Zapier – their Zapier docs are decent.
3. Clone a template (we’ve got SalesCaptain-specific ones), tweak it, test with a dummy deal.
4. Roll out to one team first – sales ops usually bites first.

Biggest mistake? Overcomplicating phase one. Start with a single approval type (discounts, contracts, etc.), then expand.

Bottom Line: This Isn’t About Tools

It’s about not having your team beg for approvals via Slack, email, and carrier pigeon. SalesCaptain knows your deals. ApproveThis knows your process. Together, they make sure one doesn’t screw up the other.

Next Step: Book a 15-minute demo – we’ll show how a roofing company cut approval delays by 80% using these exact workflows. No sales fluff, just the facts.