ApproveThis manages your SalesViewer Integration approvals.

When Anonymous Visitors Meet Actual Decisions

Here's the problem SalesViewer solves: you finally know which companies are lurking on your website. Here's the problem it creates: now 14 people need to weigh in on whether to pursue each lead. ApproveThis fixes that second part – without making your team learn new tools or play email tennis.

Think of this integration as giving your sales ops team a caffeine-free adrenaline rush. SalesViewer serves up the raw intel on website visitors. ApproveThis handles the "Who needs to sign off on this?" logistics. Together, they turn anonymous browsing into approved action items before your competitor even loads the page.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees get crushed by approval bottlenecks. Too big for ad-hoc Slack decisions, too lean for custom enterprise solutions. This integration attacks three specific pain points:

• Speed leaks: Days lost while leads go cold waiting for internal sign-offs
• Visibility gaps: Marketing thinks Sales dropped the ball, Sales thinks Legal blocked the deal

ApproveThis adds structure without bureaucracy. SalesViewer's lead intel triggers automated approval chains that respect your existing hierarchy. Example: A manufacturing company auto-routes procurement lead approvals based on visitor IP addresses. Legal only gets looped in when specific product pages get traffic.

Real Workflows for Real Teams

Use Case 1: The Qualified Lead Handoff

Scenario: A SaaS company notices repeated visits from a healthcare provider's IP block. Their compliance team needs to vet all healthcare leads before outreach.

The Fix: SalesViewer detects the intensive visit → ApproveThis routes to Compliance Lead → Conditional approval path triggers based on visitor page views. Compliant leads get auto-added to Salesforce; questionable ones flag for legal review.

Why it works: Approvers only see requests requiring their specific input. No more company-wide email threads about "Who owns healthcare leads?"

Use Case 2: The Fast-Moving Sales Team

Scenario: A cybersecurity firm's AE spots a Fortune 500 company hitting pricing pages. Needs immediate pricing exception approval without derailing other deals.

The Fix: SalesViewer visitor alert → ApproveThis routes deal-specific approval to CRO and CFO → Calculated fields auto-apply discount thresholds → Approved deals push to CPQ with expiration timers.

Bonus: Vacation delegation means approvals never stall because someone's at DEF CON.

Use Case 3: The Compliance Trap

Scenario: A fintech company must document all lead outreach approvals for audit trails.

The Fix: Every SalesViewer-detected visit triggers an ApproveThis paper trail. Even auto-approved leads get timestamped records showing which rules authorized contact.

Setting This Up Without Losing Your Mind

Zapier acts as the bouncer between SalesViewer and ApproveThis. Here's the playbook:

1. Create Zapier trigger for SalesViewer's "Intensive Visits" (30+ seconds)
2. Map visitor data to ApproveThis' custom fields (company size, pages viewed)
3. Set approval rules: "Healthcare visits over $50k require CCO review"

Pro tip: Use ApproveThis' calculated fields to auto-score leads based on visit duration and page depth. High scores skip junior approvers; borderline cases escalate.

Department-Specific Wins

Sales Ops Teams

Finally answer "Why did we miss quota?" with data. Track which approved leads converted vs. ones that died in legal review. Adjust approval thresholds quarterly based on actual win rates.

Marketing Teams

Stop guessing which content drives qualified leads. See exactly which case study PDF downloads trigger immediate approvals for sales outreach.

Finance Teams

Enforce spending rules without being the bad guys. Set automatic approvals for discounts under 15%, but require CFO sign-off on bigger deals. All documented, all audit-ready.

The Hidden Advantage: External Approvers

Channel partners hate your internal systems. ApproveThis lets them approve/reject via email without SalesViewer access. Example: A medical device company routes hospital visits to regional distributors for first-right-of-refusal approvals. No shared logins, no training docs.

Common Objections (And Why They're Wrong)

"We already use Salesforce approvals."
Great – now connect them to actual lead intent data. ApproveThis workflows can push approved leads to Salesforce with all required fields pre-populated.

"Our legal team prefers PDF forms."
Perfect – ApproveThis generates auto-filled PDFs for signature. Legal gets their paper trail; you get version control.

Getting Started

If you're using SalesViewer, you already care about lead response time. The next logical step:

1. Connect SalesViewer to Zapier (15 minutes)
2. Create free ApproveThis account
3. Build one test workflow (e.g., "IT visits → CTO approval path")

Not sure where to start? Our team builds custom approval templates based on your industry. Book a 20-minute demo and we'll show you live examples from similar companies.

The Bottom Line

SalesViewer tells you who's interested. ApproveThis tells you what to do about it. Together, they turn website voyeurs into approved opportunities faster than you can say "Board meeting quota update."

Still manually forwarding lead alerts? That's like using a race car to pull a plow. Time to actually use the tech you're paying for.