ApproveThis manages your Universell Integration approvals.

When Process Police Meet Customer Whisperers

Let’s get real – most CRMs are where good leads go to die. Your sales team’s pumping opportunities into Universell, but half of them get stuck waiting for someone to greenlight a discount, approve a custom proposal, or bless a high-risk deal. Meanwhile, your CRM becomes a graveyard of missed deadlines and stalled revenue.

ApproveThis isn’t another layer of bureaucracy. It’s the missing link between your CRM’s potential and actual decisions getting made. We’re talking about turning Universell from a fancy contact database into an actual revenue accelerator by bolting on structured approvals that don’t slow down your deal flow.

How This Plays Out in the Real World

Take a $20M SaaS company we work with. Their sales reps would negotiate enterprise deals in Universell, then play CC roulette in Outlook getting legal and finance sign-offs. Deals took 11 days average to get approved. After connecting ApproveThis via Zapier, that dropped to 2 days. Not because they hired more approvers – because the right people got pinged at the right time with all the context they needed to say “yes” faster.

Three Ways This Combo Actually Moves Needles

1. Killing Lead Approval Amateur Hour

Your SDRs are scoring leads in Universell. Great. But when a lead from a regulated industry or with complex compliance needs pops up, what happens? Slack pings? Forwarded emails? ApproveThis adds guardrails without handcuffs.

Real example: A cybersecurity firm auto-flags any lead from healthcare or banking in Universell. Zapier triggers an ApproveThis workflow that routes it to their compliance officer + sales director. The kicker? Those approvers don’t even need Universell logins – they get everything in email or ApproveThis’ dashboard.

2. Escaping Proposal Purgatory

Your AE crafts a beautiful custom proposal in Universell. Then it sits waiting for three VP signatures. With ApproveThis’ sequential approvals, each sign-off happens in order, with auto-reminders. If the CFO’s on vacation? Delegation rules push it to their second-in-command.

Why this matters: A manufacturing client cut their RFP response time by 40% because engineering approvals stopped getting buried under CC’d emails.

3. Discount Requests That Don’t Bleed Margin

Sales teams love giving discounts. Finance hates it. ApproveThis’ approval thresholds create auto-rules: “If discount >15%, require CFO approval.” But here’s the magic – those thresholds pull live data from Universell deals. No more manual checks.

Setting This Up Without Losing Your Mind

If you’re imagining some IT nightmare, relax. Connecting ApproveThis to Universell via Zapier takes about 12 minutes. Here’s the play-by-play:

1. Create your free ApproveThis account
2. In Zapier, choose Universell’s “New Lead” trigger
3. Map lead fields to an ApproveThis approval template
4. Set conditional logic (e.g., “If lead value >$50k, require CFO approval”)

Pro tip: Use ApproveThis’ calculated fields to auto-flag deals needing special attention. Example: “If (Lead Value) x (Discount %) > $10k, escalate to VP Sales.”

Who Actually Cares About This? (Besides Your CFO)

Sales Ops Teams

Stop herding cats for approval status updates. ApproveThis gives a real-time view of which deals are stuck and why. Plus, analytics on approval bottlenecks – like realizing legal takes twice as long to review enterprise contracts during Q4.

Field Sales Managers

Your reps are in the field, not chasing down signatures. With email approvals and mobile-friendly dashboards, they get decisions while still at the client’s office. No more “Let me get back to you” lost momentum.

Finance Teams

Instead of random discount requests via email, they get structured ApproveThis forms with all deal context pulled from Universell. Plus, audit trails for compliance. Yes, it’s as satisfying as it sounds.

The Quietly Game-Changing Features

Beyond the Zapier magic, here’s what makes this combo lethal:

• Approval thresholds that adapt: Set rules like “Auto-approve discounts under 10% except for these 3 low-margin product lines”
• Approval chains that don’t break: Vacation delegation means no more “Waiting for Susan” when Susan’s hiking the Alps

And here’s the kicker – approvers from other departments (legal, finance) don’t eat up your Universell seats. They live in ApproveThis, where you control exactly what they see and do.

When to Steal These Playbooks

For Marketing Agencies

New client lead in Universell? Auto-trigger a proposal approval workflow checking against client non-compete lists and resource availability. No more overpromising.

In Healthcare Tech

High-compliance deals require legal + privacy officer sign-offs. Build a sequential approval chain that enforces order – legal first, then clinical lead – with all Universell deal context attached.

For SaaS Scale-Ups

Inside sales reps pushing upsells? Set approval thresholds based on ACV and churn risk scores from Universell. Let low-risk deals auto-approve while flagging risky ones.

The Bottom Line

ApproveThis isn’t about adding more process – it’s about making the process you already need suck less. By plugging into Universell via Zapier, you’re essentially giving your CRM a decision-making engine that works the way modern teams actually operate.

Less chasing people down. Fewer approval-related fire drills. More deals actually closing because the right people could say “yes” before the moment passed.

Ready to stop leaving revenue stuck in approval limbo? Get your free ApproveThis account and connect it to Universell in the time it takes to drink a coffee. Or if you want to see it tailored to your exact approval headaches, book a 15-minute demo. No sales fluff – just how to make your CRM actually drive decisions.