ApproveThis manages your Salestrekker Integration approvals.

When Approval Workflows Meet Deal Management

Let’s cut to the chase: financial teams hate two things – chasing signatures and missing deals. That’s why pairing ApproveThis’s approval automation with Salestrekker’s CRM muscle isn’t just convenient – it’s a strategic power move. We’re talking about turning “Where’s that approval?!” into “Deal closed” without the endless email chains.

Why This Combo Works

Salestrekker keeps finance teams laser-focused on deals. ApproveThis keeps decisions moving. Connect them through Zapier, and you’ve got a system where approvals happen exactly when and where deals need them – no app switching, no license headaches for external partners, no “I thought YOU approved this.”

Real Problems, Real Fixes

Here’s how mid-sized financial shops are using this integration to actually get work done:

1. Loan Approval Acceleration

Picture a $200M commercial lender. Their Salestrekker pipeline shows a deal moving to “Underwriting Review.” With our integration:

• ApproveThis auto-generates approval requests
• Credit committee gets email approvals (no login required)
• Threshold rules escalate big-ticket items

Result? Loan packages get reviewed 62% faster. Because nobody’s waiting for a Tuesday meeting to approve a Thursday deadline.

2. Compliance Checks That Don’t Slow Sales

An insurance brokerage uses the task completion trigger:

• Agent marks “Policy Review” complete in Salestrekker
• ApproveThis pings legal via email
• Approval updates both systems automatically

Now compliance happens without salespeople playing middleman. Deals close cleaner, errors drop 45%.

3. Client Onboarding That Doesn’t Suck

Wealth management firms dig this flow:

• New client approval request in ApproveThis
• Automatically creates Salestrekker deal
• All docs/notes stay synced

Onboarding time shrinks from 3 weeks to 4 days. Because chasing internal sign-offs isn’t “client service.”

Setup That Takes Minutes, Not Months

Here’s how to connect the dots:

1. Grab your Salestrekker API keys
2. Create Zapier account (if you don’t have one)
3. Pick a trigger: Deal status change? New task? Your call
4. Map approval steps in ApproveThis

Pro tip: Start with one workflow – like deal escalations over $500K. Prove the value, then expand.

Who Gets the Biggest Win?

Sales Leaders: Your team stops babysitting approvals. More closes, less admin.

Risk Managers: Audit trails auto-logged. No more guessing who approved what.

Operations: Vacation coverage rules mean approvals never stall because someone’s at a conference.

The License Advantage

Here’s the kicker: External approvers (think client CFOs or third-party vendors) can approve via email without a Salestrekker login. You’re not paying for seats they don’t need. Compliance gets what they want, sales keeps momentum.

Features You’ll Actually Use

This isn’t “integration for integration’s sake.” These tools matter:

Threshold Rules: Auto-approve small claims under $10K? Done. Escalate anything over $250K? Sorted.

Calculated Fields: Automatically flag deals where commission exceeds policy caps before sending for approval.

Delegation: Approver out? Requests reroute instantly – no “I’m OOO” reply chains.

No-BS Benefits

For companies between 50-5,000 employees, this combo:

• Slash approval cycles from days to hours
• Cut compliance errors by half
• Give clients white-glove service without the manual work

The Bottom Line

Financial teams using ApproveThis + Salestrekker close more deals with less friction. Period. They’re not “streamlining workflows” – they’re removing roadblocks that cost real money.

Ready to Stop Chasing Approvals?

Two options:

1. Get Started Free (takes 3 minutes)

2. Book a Demo (see exactly how it works)

Because life’s too short for another “Per my last email…” follow-up.