ApproveThis manages your SalesWizard CRM Integration approvals.

When Your CRM Needs Adult Supervision

Let's be real – CRMs are where good intentions go to die. Sales teams chuck in half-baked leads. Marketing uploads unvetted contacts. Finance grimaces at deal terms that'll never get approved. SalesWizard CRM keeps your data house in order, but who keeps the people in order?

ApproveThis acts like the bouncer for your CRM. Not by being a hardass, but by making sure every new contact, deal change, or update gets the right eyeballs before it clogs up your pipeline. And because we hook up via Zapier, it's less "IT project" and more "set it Friday, forget it Monday".

Why This Combo Doesn't Suck

Most approval tools treat your CRM like a spreadsheet with delusions of grandeur. We treat SalesWizard like what it is – the central nervous system of your revenue team. Here's the fix:

For the Sales Manager Who's Tired of Herding Cats

New lead pops into SalesWizard? Auto-send it for approval before it hits your reps' boards. No more "I thought that was a real prospect!" excuses. Approvers get it in email (they actually read those), click yes/no, done. Even better – ApproveThis doesn't require your client's VP to have a SalesWizard login just to approve a contract change. Saves you from that awkward "Can we get you another $50/month seat?" conversation.

For the Operations Team That's Tired of Being the Bad Cop

Ever had a sales rep 'forget' to get legal sign-off before promising the moon? Set approval thresholds in ApproveThis – deals over $25K auto-flag for finance review. Contact info changes? Route to the account manager first. You're not micromanaging, you're just making sure the CRM doesn't become a landfill.

The Hidden Benefit Everyone Misses

ApproveThis isn't just about saying 'no'. It's about making the 'yes' instant. Example: A manufacturing company uses the integration to auto-approve reorders under $5K directly into SalesWizard as new leads. Their procurement team gets anything over that. Deals move 3x faster because the right people get looped in without the endless Slack pings.

Real Shit You Can Automate Today

These aren't hypotheticals. These are Zaps (Zapier automations) that actual companies are using right now:

1. "Why Is This Lead Even Here?" Prevention

The Zap: New SalesWizard contact → ApproveThis request for sales manager review.
Who Cares: Marketing agencies running cold outreach. Stops junior reps from adding their college buddy's startup as a 'hot lead'. Approvers see the contact's source, last interaction, and can reject with one click.

2. The "Don't Let Finance Murder You" Workflow

The Zap: Deal size in SalesWizard hits $X → ApproveThis sends CFO a summary + approve/deny.
Pro Tip: Use ApproveThis' calculated fields to auto-include margin estimates. CFOs love not having to dig through 12 tabs to make a decision.

3. The "Update Without Uproar" System

The Zap: Contact record changes in SalesWizard → ApproveThis asks account owner "You cool with this?"
Saved Jobs: Stops a well-meaning support rep from accidentally changing the main contact on a $500K account without the AE knowing.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can do this:

1. Connect SalesWizard and ApproveThis in Zapier (takes 3 minutes, their tutorial is decent)
2. Pick your trigger – new contact, deal update, whatever's making you crazy
3. Map the key fields from SalesWizard into the ApproveThis request (name, $ amount, etc.)
4. Set who approves – individual, group, or auto-approve based on rules
5. Test with a real example (protip: make the test something like "Approve TPS Reports Cover Sheet")

Biggest screwup we see? Companies try to approve every tiny CRM change. Don't. Use ApproveThis' conditional logic to only bug people when it matters – deal size thresholds, VIP accounts, custom fields tagged as 'high risk'.

Who Actually Benefits (Beyond the Obvious)

Yes, sales ops lives for this stuff. But surprise winners:

Customer Success Teams

Client requests a contract change? Instead of digging through Slack, the CSM updates SalesWizard → ApproveThis pings legal → approved changes auto-log in CRM. No more "Wait, what version are we on?"

Channel Sales Managers

Partners add leads to your SalesWizard? Auto-route to your partner manager for approval. Stops your CRM from filling up with garbage leads from that sketchy reseller.

Finance (Yes, Really)

ApproveThis' audit trail shows who approved what discount, when. Suddenly, those 'mystery' deals that blow the quarterly budget stop being so mysterious.

What This Isn't

A magic wand. If your CRM is a disaster because your process is a disaster, this'll just help you fail faster. But if you're scaling past 50 employees and the "Just ask Bob" approval method isn't cutting it, this combo:

• Kills the approval status meeting
• Makes new hires less likely to break things
• Gives you ammo when leadership asks "Why did we approve THAT?!"

Bottom Line

SalesWizard CRM keeps your data clean. ApproveThis keeps your decisions clean. Together, they're like that one competent project manager who actually follows up – but way cheaper.

If you've got 20+ people touching the CRM daily, it's time. Get ApproveThis, connect it in Zapier, and start approving stuff before your next all-hands. Or keep doing screenshots in Slack threads. Your call.