ApproveThis manages your Sellsy Integration approvals.

Why Approval Processes Hate Your CRM (and How to Fix It)

Let's be real: CRMs like Sellsy are built for tracking deals, not playing paperwork police. You didn't buy a sales tool to chase down executives for signatures or lose deals because accounting took three days to approve a discount. That's where ApproveThis comes in – we're the missing layer that turns Sellsy from a passive tracker into an active decision engine.

When you connect ApproveThis to Sellsy via Zapier, you're not just automating clicks. You're solving three core problems:

• Deal paralysis: No more "I'll approve it when I get to the office" delays
• Compliance roulette: Stop guessing if that discount was properly vetted
• CRM blind spots: Finally see approval statuses alongside deal stages

How the Sellsy-ApproveThis Handshake Works

Think of this integration as adding a Swiss Army knife to your CRM. ApproveThis handles the decision-making logic, Sellsy stays your single source of truth, and Zapier acts as the messenger running between them. Here's the breakdown:

What Sellsy Brings to the Table

Sellsy gives you the raw materials – updated opportunity statuses, new contact records, deal terms that need vetting. It's your operational pulse.

Where ApproveThis Takes Over

We add the human decision layer. When a Sellsy trigger hits (new big-ticket deal, updated terms, etc.), ApproveThis:

• Routes to the right approvers based on $ amount, deal type, or custom rules
• Handles escalations if someone's OOO (no more stalled deals)
• Logs every decision directly in Sellsy for full audit trails

Real-World Use Cases That Don't Suck

1. The "Big Deal" Governor

Template: Create approval requests for updated opportunity statuses
Industry Example: Manufacturing companies quoting custom orders

When your sales team marks a deal as "Proposal Sent" in Sellsy, ApproveThis automatically:

• Checks if order value exceeds $50K
• Routes to plant manager + CFO if custom parts needed
• Auto-approves standard orders under threshold

Why it matters: ACME Corp reduced approval delays on custom orders from 72 hours to 4 hours by adding production capacity checks to their approval logic.

2. The Client Onboarding Speedrun

Template: Create Sellsy contacts from new ApproveThis requests
Industry Example: Marketing agencies onboarding clients

When a new project request gets approved in ApproveThis:

• Auto-creates Sellsy contact with project specs
• Triggers welcome email sequence
• Assigns client health score based on approval comments

Why it matters: DigitalFire Agency cut their onboarding time from 3 days to 45 minutes by eliminating duplicate data entry between systems.

3. The Compliance Force Field

Template: Create approval requests for new Sellsy contacts
Industry Example: Healthcare suppliers vetting new partners

Every new Sellsy contact triggers:

• License verification workflow
• Auto-check against OFAC lists
• Compliance team ping if red flags found

Why it matters: MedSupply Inc. avoided $240K in potential fines last quarter by automating vendor checks that used to be manual.

Setting Up Your Approval Superhighway

Here's how to connect the dots in under 10 minutes:

1. Create your free ApproveThis account
2. In Zapier, connect Sellsy and ApproveThis
3. Choose your trigger (e.g., "Updated Opportunity Status")
4. Map Sellsy fields to ApproveThis templates
5. Test with live data

Pro tip: Start with one high-impact workflow (like deal approvals over $X), then expand. Most teams see ROI within 48 hours.

Team-Specific Wins

Sales Teams: Close Faster, Not Harder

Your reps get:

• Auto-approvals for standard discounts
• Real-time status updates in Sellsy
• Escalation paths when deals stall

Finance Teams: Guardrails, Not Speed Bumps

Your controllers gain:

• Auto-archived approval records
• Threshold-based rules (no more $100K deals slipping through)
• Direct email approvals (they live in Outlook anyway)

Ops Teams: Process Maps That Don't Lie

Your admins can:

• Track approval SLAs in real dashboards
• Spot bottlenecks (why does Engineering always delay RFP approvals?)
• Auto-update Sellsy without manual entry

The Unfair Advantage

Here's what nobody tells you about approval automation:

• Approvers don't need Sellsy licenses: Clients, contractors, execs – if they have email, they can approve
• It's not just for big companies: 50-person teams prevent more fires with approval guardrails
• Your CRM becomes predictive: Spot approval pattern trends before they blow up

Common Objections (and Why They're Wrong)

"We'll lose deal flexibility":
Actually, you gain more. Set dynamic thresholds – 15% discounts auto-approve, but only 3x per client/month.

"Our process is too complex":
Good. ApproveThis handles nested approvals, alternate reviewers, and conditional steps that would make Rube Goldberg proud.

"We'll annoy approvers":
Nope. Vacation delegation and mobile approvals reduce pestering. Plus, you can set "nudge rules" that only escalate when truly late.

How to Not Screw This Up

Three implementation landmines to avoid:

• Over-engineering: Start with 1-2 critical workflows, not 27
• Ignoring analytics: Track approval times by team/deal size
• Set-it-and-forget-it: Revisit rules quarterly as biz evolves

Your Move

Here's the reality – if you're managing approvals through Sellsy comments or (shudder) spreadsheets, you're leaking revenue. Not maybe. Not potentially. You are.

ApproveThis + Sellsy via Zapier isn't another "productivity" tool. It's a revenue insurance policy that pays out in saved deals, avoided fines, and fewer 2 AM "WHERE'S THE APPROVAL?!" emails.

Free test drive: Register for ApproveThis and connect your Sellsy account before your next big deal hits the fan.