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Salesgear Integration

ApproveThis manages your Salesgear Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When Sales Hustle Meets Approval Muscle

Let's get real: sales teams move fast, but approvals move like molasses. That's where pairing Salesgear's sales engagement firepower with ApproveThis' approval automation creates something actually useful. We're talking about turning approval bottlenecks into competitive advantages without adding more meetings to everyone's calendar.

Salesgear handles the frontline work - emails, calls, LinkedIn outreach. ApproveThis handles the back-end decisions - contract sign-offs, discount approvals, lead reassignments. Connect them through Zapier, and you've got a system where sales actions automatically trigger approval processes, and approval outcomes automatically update sales records. No more chasing down VPs in Slack.

Why This Combo Works for 50-5000 Employee Companies

Mid-sized companies get squeezed hardest by approval delays. Startups can wing it, enterprises have layers of bureaucracy - but growth-stage teams need structure without speed limits. Here's where the integration delivers:

For Sales Leaders

Ever had a rep offer a 25% discount just to hit quota? With ApproveThis thresholds, any deal over 15% auto-triggers a VP review. Salesgear logs the client comms, ApproveThis handles the internal checks. Deals move faster without blowing margin targets.

For RevOps

Contacts sync between systems automatically when approvals happen. No more manual data entry when a lead gets approved for enterprise-tier pricing. The systems update each other through Zapier, keeping CRMs clean without hourly spreadsheet exports.

For Finance

Every Salesgear interaction that needs a budget check - conference sponsorships, client gifts, travel requests - auto-creates ApproveThis paper trails. Built-in calculated fields ensure compliance before anyone hits "send" on that $5K swag package.

Real-World Use Cases That Don't Suck

1. Killing Bounced Email Limbo

The Problem: Sales emails bounce, reps forget to follow up, leads go cold.
The Fix: When Salesgear detects a bounce, ApproveThis automatically:
- Creates a verification task for the sales ops team
- Routes to IT if domain issues are suspected
- Updates lead status post-approval

Example: A cybersecurity firm reduced lead decay by 37% by treating bounces as approval-required events instead of inbox clutter.

2. Approval-to-Contact Syncing

The Problem: Newly approved leads get stuck in spreadsheet purgatory.
The Fix: When ApproveThis greenlights a trial expansion, Salesgear automatically:
- Creates tagged contacts
- Sets follow-up reminders
- Triggers cadence-based outreach

Example: A SaaS company using this flow increased upsell response time from 48 hours to 19 minutes.

3. Click Tracking That Actually Matters

The Problem: Marketing celebrates email clicks, Sales ignores them.
The Fix: When links get clicked in Salesgear emails, ApproveThis:
- Requires manager approval for hot leads
- Auto-calculates lead score thresholds
- Pushes approved leads to sales queues

Example: An e-commerce supplier stopped wasting 23 hours/week on unqualified click leads by adding approval gates.

Setup That Won't Make You Want to Quit

1. Connect through Zapier: No API coding - use the pre-built ApproveThis-Salesgear templates.
2. Map Your Deal-Breakers: Set ApproveThis thresholds that trigger from Salesgear events (e.g., deals over $50K).
3. Assign Approvers Smartly: Use role-based groups so legal gets contracts, managers get discounts.
4. Test with Dummy Data: Send test emails in Salesgear to trigger ApproveThis flows before going live.

Pro Tip: Use ApproveThis' vacation delegation so approvals never stall when someone's OOO. Sales doesn't care if you're hiking Machu Picchu - they want their deal approved.

Why This Isn't Just Another Integration

Most approval tools make you choose between speed and control. This combo gives both by:

  • Keeping external approvers out of your CRM: Clients can approve contracts via email without Salesgear logins.
  • Enforcing rules without rigidity: Conditional workflows adapt to deal size, region, product line.

A medical device company used this to slash compliance review time from 14 days to 2 hours by linking Salesgear meeting notes to ApproveThis FDA compliance checks.

Who Actually Benefits from This

Marketing Teams

Get alerted when sales approves/rejects MQL handoffs. No more guessing why sales ignored your 500 leads last quarter.

Field Sales

Approve expense reports from the road via email. Get instant alerts when legal approves NDA revisions during client lunches.

Customer Success

Auto-approve renewal quotes under 10% hikes, escalate bigger changes. Stop playing phone tag with finance.

Bottom Line: Approvals Shouldn't Be a Full-Time Job

If your sales team uses Salesgear, adding ApproveThis via Zapier is like giving them a bureaucratic superpower. Deals get approved faster, compliance happens automatically, and everyone stops wasting time on approval busywork.

Ready to stop being your team's approval bottleneck? Get started with ApproveThis or schedule a live demo to see the Salesgear integration in action.

FAQs From Actual Humans

"Do approvers need Salesgear licenses?"
Nope. ApproveThis handles approvals via email or dashboard. External partners only need to click "Approve" - no software access required.

"What if our approval rules change quarterly?"
Adjust thresholds and workflows in ApproveThis without IT help. Salesgear keeps humming along.

"Can we track approval times?"
ApproveThis dashboards show how long each request spends in legal, finance, etc. Great for spotting bottlenecks.

🥳

Integrate with Salesgear 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 Salesgear

Suggested workflows (and their Zapier components) for Salesgear

Create approval requests for new bounced emails

When an email bounces in Salesgear, this automation initiates an approval request in ApproveThis for follow-up verification. It streamlines the process of reviewing bounced email incidents. *Note: Configure approval criteria in ApproveThis for precise handling.*

Zapier Components

Salesgear Logo

Trigger

Email Bounced

Triggers when an email is bounced.

Action

Create Request

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

Create sales contacts for new approval requests

When a new approval request enters ApproveThis, this integration automatically creates a new contact in Salesgear. It streamlines lead management by linking approval workflows with sales outreach. *Note: Ensure that contact details are properly mapped between systems.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Salesgear Logo

Action

Create Contact

Create a contact in Salesgear.

Create approval requests for new email clicks

When a contact clicks a link in an email via Salesgear, this automation triggers an approval request in ApproveThis to review engagement activity. It ensures timely follow-up on marketing interactions. *Note: Configure Salesgear to track email click data accurately.*

Zapier Components

Salesgear Logo

Trigger

Email Clicked

Triggers when a link in an email is clicked by the contact.

Action

Create Request

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

Update sales contacts for approved requests

When an approval request in ApproveThis is finalized, this automation updates the corresponding contact in Salesgear. It ensures that sales records are promptly aligned with approval outcomes. *Note: Verify that unique identifiers are consistently used between systems.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Salesgear Logo

Action

Update Contact

Update an existing contact in Salesgear.