ApproveThis manages your Unify approvals.

When Bureaucracy Meets Automation

Let's be real: approval processes are where good ideas go to die. Sales needs creative campaigns approved yesterday. Operations wants compliance checks. Finance demands budget oversight. Meanwhile, your CRM data sits in Unify, and your approval requests pile up in Slack threads. This isn't working.

ApproveThis and Unify fix this mess by connecting what sales/marketing teams do (sequences, campaigns, lead routing) with what the rest of the company needs (controls, visibility, audit trails). We're talking about automating the handoff between "move fast" and "don't break things."

Why This Combo Works (When Others Don't)

Most approval tools force you to choose between speed and control. ApproveThis gives you both by working through Unify instead of replacing it. Key differentiators:

• No license headaches: Approvers only need email access - critical when working with clients or external partners
• Conditional logic that matters: Auto-approve small expenses but require VP sign-off for deals over $50K? Done

Example: A mid-market SaaS company uses Unify sequences for upsell campaigns. Their finance team needs to approve any discount over 15%. With this integration, discount requests trigger automatic ApproveThis workflows within the Unify sequence. Deals move 73% faster while maintaining margin controls.

Real-World Use Cases That Don't Suck

1. Killing Campaign Bottlenecks

The Problem: Marketing creates a killer Unify sequence. Legal stalls it for 8 days over compliance reviews. Campaign launches dead last.

The Fix: Trigger ApproveThis workflows when new Unify sequences start. Route to legal/compliance teams via email with context from Unify. Approved? Sequence auto-resumes. Denied? Feedback goes directly into Unify notes.

Who wins: - Manufacturing companies approving distributor promotions
- Healthcare marketers needing HIPAA compliance checks

2. Escalating High-Stakes Deals

The Problem: Sales reps offer unauthorized discounts to hit quotas. Finance finds out post-sale. Cue the blame game.

The Fix: Use ApproveThis' calculated fields to auto-flag deals exceeding discount thresholds in Unify. Route to regional directors via SMS/email. Approved deals update Unify CRM fields automatically; denied deals trigger alternate offers.

Real results: A B2B services company reduced discount overages by 41% while closing deals 22% faster.

3. Client Approvals That Don't Kill Momentum

The Problem: Agencies waste days chasing client sign-offs on campaign changes. Unify sequences stall. Clients get annoyed.

The Fix: Embed ApproveThis links directly in Unify-triggered emails. Clients approve/deny with one click - no logins. Approved changes auto-update Unify workflows.

Pro tip: Use vacation delegation so client PTO doesn't torpedo timelines.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting here. Basic flow:

1. Connect Zapier to both ApproveThis and Unify
2. Choose triggers: New Unify sequence step, deal stage change, etc.
3. Build approval logic in ApproveThis (thresholds, approvers, fallbacks)
4. Map Unify data to approval requests (deal size, contact info, notes)
5. Test with a $0 deal to avoid accidental discounts

Critical settings:
- Use calculated fields to auto-approve/reject based on Unify data
- Set email/SMS reminders for slow approvers
- Enable audit trails for compliance teams

Department-Specific Wins

Sales Teams: No More "Waiting on Finance"

Scenario: A Unify sequence identifies a high-value lead needing custom pricing. Instead of:
1. Email finance
2. Wait 3 days
3. Miss quota
The rep triggers an approval from within Unify. Finance gets all deal context automatically. Approved? Unify auto-sends the proposal. Denied? The rep gets alternative pricing instantly.

Operations: Enforcing Process Without Being the Bad Guy

Problem: Field teams bypass procurement processes. Unify shows orders; invoices surprise everyone.
Fix: Any Unify-generated purchase request over $1K auto-triggers ApproveThis workflow. Operations sets rules; ApproveThis enforces them. Teams get faster approvals without cutting corners.

Marketing: Guardrails for Creative Freedom

Controversial campaigns often die in legal review. By connecting Unify campaign launches to ApproveThis:
- Legal reviews before assets are built
- Approved campaigns auto-populate Unify timelines
- Denied campaigns trigger revision requests with specific notes

Why This Beats Manual Processes

Old way:
→ Rep submits request
→ Manager forgets to reply
→ 3 follow-up emails
→ Wrong version approved
→ Data entry errors
→ Month-end audit fails

New way:
→ Unify data triggers approval
→ Right approvers get context via email
→ One-click decision
→ Unify updates automatically
→ Full audit trail generated

Getting Started Without the BS

1. Pick one pain point: Discount approvals? Contract reviews? Start small.
2. Use pre-built templates: ApproveThis has Zapier blueprints for common Unify triggers.
3. Train approvers once: They'll only need email - no new logins.
4. Measure time saved: Most teams cut approval delays by 60-80%.

This isn't about adding another tool. It's about fixing the broken handoffs between your revenue teams (using Unify) and your control teams (using ApproveThis). Less chasing, more closing.

Book a 15-minute demo to see live examples or start a free trial if you're ready to stop babysitting approvals.