ApproveThis manages your SalesMix Integration approvals.

Two Platforms, One Competitive Edge

Sales teams live in a world of deadlines, client expectations, and constant pressure to move deals forward. Meanwhile, legal teams demand compliance, finance requires oversight, and managers need visibility into what’s happening. This is where SalesMix and ApproveThis create something greater than the sum of their parts: a system where prospect engagement directly triggers structured approvals, and approvals automatically shape ongoing outreach.

What Each Platform Brings to the Table

SalesMix excels at scaling outbound campaigns through automated email sequences, tracking prospect interactions (opens, clicks, replies), and managing large contact lists. Its strength lies in execution – getting the right message to the right person at scale.

ApproveThis specializes in converting unstructured decision-making into auditable workflows. Whether it’s a sales manager approving a discount, legal reviewing a contract clause, or finance signing off on a custom payment term, ApproveThis ensures decisions happen on time, with clarity, and without endless email chains.

Why This Integration Changes the Game

Most CRMs either lack built-in approval rigor or force teams into rigid processes that slow down deals. By connecting SalesMix to ApproveThis via Zapier, businesses gain flexibility without sacrificing control. For example:

• A prospect clicking a pricing page link in an email could automatically trigger a discount approval workflow for the sales rep
• Legal team sign-off on contract terms could automatically resume a paused email sequence

Real-World Use Case: High-Volume SaaS Sales

A SaaS company using SalesMix for lead nurturing sets up an automation where any prospect opening 3+ emails in a sequence triggers an ApproveThis workflow. The sales manager receives an approval request with prospect engagement metrics. Once approved, the rep gets notified to schedule a demo. ApproveThis’ calculated fields automatically flag prospects who opened emails but didn’t click through, routing those to a secondary review queue.

Breaking Down the Key Integrations

1. From Email Opens to Immediate Action

How It Works: When SalesMix detects a prospect opening an email (especially critical messages like proposals), Zapier triggers ApproveThis to create an approval request. This isn’t just about sending an alert – it’s about contextualizing the engagement. ApproveThis can pull in data like:

• Number of previous opens/clicks
• Prospect’s industry/company size
• Time since last interaction

Who Benefits: Sales ops teams reduce deal slippage by ensuring hot leads get immediate attention. Marketing gains insight into which email content actually drives approval-worthy engagement.

2. Closing the Loop: Approvals That Update Campaigns

When a deal requires legal review (e.g., custom contract terms), ApproveThis can pause the SalesMix sequence until approved. Once legal approves in ApproveThis, Zapier resumes the sequence. This prevents awkward situations where automated emails continue after a handshake deal.

Critical Feature: ApproveThis’ vacation delegation ensures if the primary legal approver is out, requests route to a backup without delay.

3. Tiered Approval Escalations

For enterprise sales teams: Prospects from Fortune 500 companies clicking specific links (e.g., “Enterprise Plan Features”) trigger ApproveThis workflows requiring VP-level approval before reps can offer customized demos. ApproveThis’ approval thresholds auto-route based on deal size pulled from Salesforce (via Zapier).

Department-Specific Wins

Sales Teams

Reps spend less time chasing approvals via Slack or email. Custom ApproveThis dashboards show exactly where each deal stands. Automatic reminders prevent deals from stalling because someone forgot to click “approve.”

Legal & Compliance

No more digging through SalesMix logs to understand why a rep is requesting a contract exception. ApproveThis captures the full context – which emails the prospect engaged with, previous notes, etc. – right in the approval ticket.

Finance

Discount requests exceeding 15% automatically require CFO approval. ApproveThis’ calculated fields show the projected revenue impact based on deal size and discount percentage, pulled from SalesMix data.

Executives

Real-time reports in ApproveThis show approval bottlenecks. If deals consistently wait on legal review, maybe the process needs adjusting. If discounts above 10% rarely get denied, maybe reps need more autonomy.

Implementation Made Simple

Step 1: Connect SalesMix and ApproveThis via Zapier (typically under 15 minutes). Critical steps:

1. Choose trigger events in SalesMix (email opens, link clicks, etc.)
2. Map relevant data to ApproveThis fields (prospect email, engagement history)
3. Set up approval rules in ApproveThis (who approves what, escalation paths)

Step 2: Train teams on the human elements. Sales reps should know when to expect approval requests. Approvers need clarity on response timelines.

The Hidden Advantage: External Collaboration

ApproveThis approvers don’t need a SalesMix license. This is huge for:

• Client approvals: Let prospects approve proposal revisions directly via ApproveThis emails without accessing your SalesMix account
• Cross-department reviews: Legal can approve NDAs without being added to every sales tool

Getting Started

This integration isn’t about adding more software – it’s about making existing tools work smarter. To explore:

Next Actions:
- Schedule a 15-minute demo to see approval workflows tailored to your SalesMix setup
- Start a free trial and connect to SalesMix via Zapier in minutes

Note: SalesMix URL used is an example. Replace with your actual SalesMix instance when implementing.