ApproveThis manages your Sella Integration approvals.

Why Combine ApproveThis with Sella?

Sales teams live in two worlds: chasing hot leads and navigating internal approvals. Sella excels at lead management, while ApproveThis specializes in structured decision-making. When connected through Zapier, these platforms create a closed-loop system where lead qualification triggers approval workflows, and approval outcomes automatically update sales activities. This integration turns what was once a multi-app juggling act into a single streamlined process.

Consider this scenario: A marketing agency uses Sella to manage LinkedIn lead campaigns. When high-value leads come in, account executives currently switch contexts to request budget approvals through email chains. With ApproveThis integrated, lead readiness in Sella automatically generates approval requests. Decision-makers review directly from their inbox, and approved leads immediately appear as prioritized activities in Sella. What used to take 3 days now happens in 3 hours.

Key Integration Benefits

For Sales Teams

Accelerated lead handoffs mean fewer stalled deals. When Sella marks a lead as CRM-ready, ApproveThis automatically routes it to the right approver based on deal size or client tier. Sales reps no longer play phone tag with managers - they receive real-time notifications when approvals clear. This is particularly valuable for industries like commercial real estate or SaaS, where timing impacts deal viability.

For Finance & Operations

ApproveThis adds governance without bureaucracy. Configure approval thresholds to auto-approve small deals while escalating larger ones. A manufacturing company could auto-approve repeat orders under $5k but require CFO sign-off for new client contracts. Since ApproveThis tracks every decision, audits become straightforward - no more digging through Slack histories or lost emails.

For External Collaborations

ApprovalGroups shine when working with clients or contractors. A digital agency can require both their project manager and the client’s stakeholder to approve campaign budgets. Crucially, external partners only need ApproveThis access - no additional Sella licenses required. This keeps costs predictable while maintaining oversight.

Real-World Use Cases

1. Instant Approval Routing for Qualified Leads

When Sella identifies a lead as CRM-ready (based on lead scoring or sales rep input), Zapier triggers ApproveThis to create an approval request. The request includes lead details, estimated deal size, and any custom fields from Sella. Approvers receive an email with one-click approve/reject options.

Example: A cybersecurity firm targets enterprise clients. Their Sella leads include a "Threat Level" score. ApproveThis routes high-threat leads to the CISO for immediate review, while lower scores go to regional managers. Approved leads auto-populate in their CRM with priority tags.

2. Automated Activity Logging Post-Approval

When an ApproveThis request is approved or denied, Zapier creates a timestamped activity in Sella. This could log notes like “CFO approved $75k contract” or “Legal review pending.” Sales managers gain visibility into bottlenecks, while reps know exactly when to advance deals.

Example: A medical device company requires regulatory approvals. When compliance signs off in ApproveThis, Sella automatically creates a “Submit FDA Docs” activity with due dates. Denied requests trigger “Re-engage in Q3” tasks.

Implementation Guide

Step 1: Create a Zapier account if you don’t have one. Existing users can start a new Zap.

Step 2: Set the trigger. Choose Sella’s “New CRM Ready Lead” event. Test with a recent lead to confirm data flow.

Step 3: Add ApproveThis as the action. Map Sella’s lead fields to ApproveThis’ request template. Critical fields: Lead Value, Contact Info, Expiration Date.

Step 4: Configure approval rules. In ApproveThis, set thresholds (e.g., auto-approve leads under $10k) and assign escalation paths. Enable email approvals for external stakeholders.

Step 5: Add a second Zap for decision logging. Use ApproveThis’ “Request Approved/Denied” trigger to create Sella activities. Include decision notes and next steps.

Pro Tip: Use ApproveThis’ Calculated Fields to factor in lead scoring from Sella. For example, “If Lead Score > 80, require VP Sales approval regardless of amount.”

Advanced Features to Leverage

Vacation Delegation

Sales never sleeps, but approvers take vacations. ApproveThis automatically reroutes requests to backups when primary approvers are OOO. No more chasing down someone who’s hiking Machu Picchu.

Conditional Approval Paths

Route deals based on Sella’s custom fields. A logistics company could send international leads to trade compliance teams first, while domestic leads go straight to sales directors.

Multi-Stage Approvals

Complex deals often need sequential sign-offs. Example: A marketing agency requires creative director approval before CFO budget review. ApproveThis sequences these steps automatically.

Industry-Specific Applications

Professional Services

Law firms use Sella to track case leads. ApproveThis manages conflict check approvals. If a lead comes from an existing client’s competitor, the system requires ethics committee review before intake.

Manufacturing

Custom orders in Sella trigger material availability checks. ApproveThis routes requests to procurement and production leads simultaneously. Only approved orders populate the production schedule.

Nonprofits

Major donor leads in Sella require board approval. ApproveThis ensures compliance with gift acceptance policies while keeping development teams moving quickly.

Getting Started

ApproveThis offers a 14-day free trial with full Zapier integration capabilities. Existing Sella users can connect both platforms in under an hour. For teams managing 50+ monthly approvals, this integration typically reduces decision latency by 65%.

Visit ApproveThis to register, or explore Sella’s lead management features if you’re new to their platform. For personalized guidance, schedule a demo showing both tools in action.

Final Considerations

While setting up, focus on high-impact approval points first - typically deals over a specific value or strategic accounts. Use ApproveThis’ analytics to identify bottlenecks over time. Remember that approvers only need ApproveThis access, making this ideal for involving clients or partners without bloating software costs.

This integration isn’t about adding more process - it’s about making existing workflows auditable and efficient. When approvals happen at the speed of sales, teams close more deals without compliance headaches.