ApproveThis manages your Toolsey Integration approvals.

When Your CRM Needs a Bouncer

Let's be real - most CRMs are just expensive filing cabinets. Toolsey organizes the mess, but you still need someone to decide which leads get the velvet rope treatment. That's where ApproveThis comes in. Together, they're like a nightclub doorman with a clipboard and a spreadsheet. The leads show up, the bouncer checks the list, and the good ones get in without stepping on spilled drink puddles of bureaucracy.

For companies between 50-5,000 employees, this combo solves the "too many cooks in the CRM" problem. Sales teams chasing unvetted leads. Marketing wasting time on unqualified accounts. Legal getting CC'd on every email chain. We're fixing that.

How It Works (Without the Tech Jargon)

ApproveThis isn't another tool your team needs to log into. It's the approval layer that sits on top of Toolsey like a really efficient secretary. When something needs a human decision in Toolsey - a new lead, a updated contact, a deal stage change - ApproveThis handles the "should we do this?" conversation via email or Slack. No new logins, no extra licenses for approvers.

Key things this duo does that others don't:

• Auto-reassign approvals when Bob from accounting is on vacation
• Instantly kill zombie leads that sales won't stop fighting over
• Show the exact dollar impact of delayed decisions

Real-World Uses That Don't Suck

1. The Lead Triage

Marketing teams dumping 500 "hot leads" into Toolsey every week? Connect the two platforms via Zapier to auto-create approval requests for:

• High-value accounts (over $50k potential)
• Competitor replacements
• Leads from blacklisted industries

Who cares: Mid-market SaaS companies. Lets sales ops filter out tire-kickers before the AE's even see them. Cuts 23 hours/month of sales team bickering about lead quality.

2. The Compliance Shield

Financial services firm using Toolsey? Any lead from regulated industries (healthcare, banking, etc.) automatically requires legal approval before showing up in sales pipelines. ApproveThis adds:

• Auto-escalation if legal doesn't respond in 24h
• Mandatory comment fields for rejections
• Audit trails that even regulators can't complain about

3. The Deal Desk Turbo Button

When sales reps in Toolsey drop a 30% discount request, ApproveThis:

1. Routes to regional manager first
2. Auto-calculates margin impact
3. Pings CFO if threshold exceeded

Real result: Manufacturing company cut approval delays from 3 days to 4 hours. Even better - stopped $220k in rogue discounts last quarter.

Setup That Doesn't Require an IT Guy

If you can set up a Slack channel, you can do this:

1. Connect Toolsey to Zapier (takes 2 minutes)
2. Pick your trigger ("New Lead", "Deal Stage Change", etc.)
3. Map fields to ApproveThis (name, value, custom notes)

Pro tip: Start with one approval process (like high-value leads) before automating everything. Less screaming during rollout.

Why Your Teams Will Actually Like This

Sales Ops:

Finally stops getting 27 Slack messages daily about "Who needs to approve this discount?" Routes everything through ApproveThis with automatic reminders and escalation paths. Plus, shows execs exactly where bottlenecks are.

Field Sales:

Get approval decisions before the prospect changes their mind. No more guessing which exec needs to sign off. Just submit in Toolsey, get emailed when approved.

Finance:

Auto-approve routine requests under $10k. Only get pinged for exceptions. Sleep better knowing every approval has a digital paper trail.

The Nerd Stuff That Actually Matters

ApproveThis adds three key things Toolsey doesn't have:

Threshold Rules: Auto-approve leads under certain deal sizes. Send $100k+ deals up the chain. Change rules quarterly without IT tickets.

Approval Groups: Need 3 VPs to approve? Done. Want regional then global approval? Easy. Toolsey tracks the lead, ApproveThis handles the politics.

Vacation Coverage: John in legal out? Requests auto-reassign to Sarah without missing SLAs. No more "I was OOO" excuses.

When Not to Use This

This isn't magic fairy dust. Don't bother if:

• Your sales process has zero approvals
• You enjoy having 8-hour meetings about signature requirements
• Your CRM is just a place leads go to die

Serious note: Works best for companies where 20%+ of deals require cross-team sign-offs. If you're just rubber-stamping everything, keep using Toolsey solo.

How to Not Screw This Up

Common mistakes we've seen:

Mistake 1: Automating every approval immediately → Start with one high-impact workflow

Mistake 2: Not setting escalation rules → 3-day approvals defeat the purpose

Mistake 3: Letting sales bypass the system → Hardwire Toolsey to require approval ID in deal fields

What's Next

Two paths:

DIY: Sign up for ApproveThis, connect to Toolsey via Zapier in 15 minutes. Free trial covers 100 approvals.

Hand-holding: Book a demo where we'll build your first workflow live. Bring your messiest approval process - we'll fix it on camera.

Either way, stop letting approval chaos turn your CRM into a graveyard of lost deals. Toolsey organizes the bodies, ApproveThis revives them.