ApproveThis manages your SalesLens Integration approvals.

Two Tools, One Goal: Closing Gaps Between Data and Decisions

Let’s cut to the chase: Sales teams live in the trenches of customer conversations, while finance and legal teams are stuck reviewing requests. Neither has time to chase down approvals or dig through call logs. That’s where ApproveThis and SalesLens come in—not as another layer of bureaucracy, but as a bridge between what your team says and what actually gets done.

SalesLens analyzes sales calls in real-time, giving you scorecards and transcripts. ApproveThis automates the approval processes those insights often trigger—like greenlighting discount exceptions or updating playbooks based on winning strategies. Connect them via Zapier, and you’ve got a system where data leads to action without manual handoffs.

How It Works: No Code, No Fuss

Here’s the basic setup: Zapier acts as the middleman between SalesLens and ApproveThis. When something happens in one app (like a new call transcript), Zapier tells the other app to do something (like start an approval workflow). No developers needed—just pick your triggers and actions.

Example: A sales rep closes a deal with a custom pricing offer. SalesLens flags the call for review. Zapier automatically creates an approval request in ApproveThis for the sales manager. The manager approves it directly from their email, and the deal moves forward. All while the rep is already onto the next prospect.

Use Case 1: Approve Fast-Moving Deals Without Slowing Down Sales

Problem: Your reps negotiate discounts on calls, but finance needs to approve anything over 10%. Emails get lost, deals stall, and everyone’s annoyed.

Solution: Configure SalesLens to flag calls where discounts exceed thresholds. Zapier triggers an ApproveThis workflow that routes to finance. Approvers get all context—call score, transcript snippet, deal size—in one click. No back-and-forth.

Real-world impact: A SaaS company used this to cut approval times from 2 days to 20 minutes. Their reps closed 15% more deals that quarter because they stopped waiting on paperwork.

Use Case 2: Turn Call Insights Into Approved Process Changes

Problem: Your support team keeps hearing the same product complaint, but getting buy-in for a feature update takes months.

Solution: When SalesLens detects recurring issues in calls (like “can’t find export button”), Zapier starts an ApproveThis request to product managers. Include verbatim quotes and sentiment scores. PMs approve/deny with feedback, right in the workflow.

Bonus: ApproveThis’ calculated fields auto-prioritize requests. If 20+ calls mention the issue, it jumps the queue. No more spreadsheet lobbying.

Why This Combo Works for Teams Outside Sales Too

Customer Success: Flag at-risk accounts based on call sentiment. Route renewal discount approvals before the contract expires.

Legal/Compliance: Auto-approve standard NDAs mentioned in calls, but escalate non-standard terms. All without logging into SalesLens.

HR/Training: Use low-scoring sales calls to trigger approval workflows for mandatory coaching sessions. Managers approve schedules and budgets in one place.

Setting It Up: 3 Steps, 10 Minutes

1. Connect the apps: In Zapier, choose SalesLens as your trigger (like “New Conversation Processed”) and ApproveThis as your action (“Create Request”).

2. Map the data: Pull SalesLens’ call score, transcript highlights, and deal size into ApproveThis’ approval form. No one wants to hunt down context.

3. Set guardrails: Use ApproveThis’ approval thresholds to auto-approve small discounts or escalate big ones. Add conditional logic so $10K+ deals go to the CFO, not just the sales lead.

Pro tip: Enable ApproveThis’ vacation delegation so approvals never stall when someone’s OOO. The system reassigns tasks automatically—no babysitting required.

The Hidden Perk: External Approvers Don’t Need SalesLens Access

Here’s where most integrations fail: they require everyone to have licenses for both tools. Not here. ApproveThis sends approvers everything they need via email—call summaries, transcripts, deal terms. Clients, vendors, or execs can review and decide without another login. Bonus: Audit trails show exactly who approved what and when.

Beyond the Basics: Advanced Tactics for Power Users

- Dynamic Routing: If SalesLens detects a compliance red flag (like unauthorized claims), ApproveThis can bypass the sales manager and route directly to legal.

- Two-Way Sync: When an approval is denied in ApproveThis, push that back to SalesLens as a coaching opportunity. Tag the call for QA review.

- Auto-Close Loops: Approved discounts in ApproveThis? Update your CRM deal stage automatically. No manual data entry.

“But Wait, What If…” – Handling Edge Cases

Q: What if a call gets scored after the approval is sent?
A: ApproveThis’ real-time tracking updates requests. If new data comes in, approvers get an updated email with the latest intel.

Q: Can we approve parts of a request?
A: Yep. ApproveThis lets approvers comment or approve/deny specific line items. So finance can OK a discount but nix extended payment terms.

The Bottom Line: This Isn’t Just About Speed

Sure, automating approvals cuts delays. But the real win is visibility. Sales leaders see which deals are stuck and why. Finance tracks exceptions without micromanaging. And execs get a dashboard showing how call insights translate into revenue—or process changes.

It’s about making approval workflows less of a tax and more of a feedback loop. Every “approve” or “deny” becomes data that SalesLens can analyze to improve pitches, pricing, and policies.

Ready to Stop Playing Approval Tag?

If your team’s approval process feels like passing notes in class, it’s time to upgrade. ApproveThis and SalesLens connected via Zapier is how grown-up companies handle decisions—fast, audit-ready, and without the endless follow-ups.

Book a demo to see how it works, or start a free trial and connect your first Zap in 15 minutes. Pro tip: Have your most annoying approval process in mind. We’ll help you kill it.