ApproveThis manages your Variance Integration approvals.

Why Approval Automation Matters in Data-Driven Teams

Modern businesses using Variance to track customer journeys face a critical challenge: maintaining momentum while ensuring proper oversight. ApproveThis solves this tension by adding structured approval workflows to Variance's real-time data insights. Together, they create a closed-loop system where customer signals trigger smart approvals, and approval outcomes feed back into operational systems.

This integration helps companies using Variance to:

• Prevent revenue leaks through automated compliance checks
• Maintain data hygiene across sales/marketing systems
• Reduce approval delays that create customer friction

Core Integration Benefits

For Sales Operations Teams

When Variance detects a new enterprise account creation, ApproveThis can automatically require deal desk review before activating sales incentives. Approval groups ensure legal, finance, and sales leadership all weigh in through email - no need for endless Slack threads.

For Marketing Operations

Tagging high-value leads in Variance? Require campaign manager approval before passing contacts to sales. ApproveThis' calculated fields can auto-approve leads meeting MQL thresholds while flagging exceptions for human review.

For Customer Success

Track contract renewal events in Variance and auto-trigger approval workflows for discount exceptions. Vacation delegation ensures backup approvers handle requests within SLA during peak PTO periods.

Real-World Workflow Examples

Enterprise Account Validation

A SaaS company using Variance's account tracking automates compliance checks for new enterprise trials. When Variance detects a new account with >500 employees:

1. ApproveThis initiates a 3-step approval (security review → legal terms → sales director)
2. Approvers receive email links to review embedded Variance account data
3. Upon final approval, Variance auto-enables premium features for the account

This prevents free tier abuse while maintaining fast onboarding for legitimate prospects.

High-Risk Contact Escalation

A fintech firm combines Variance's contact tagging with approval thresholds:

1. Sales reps tag high-net-worth prospects in Variance
2. ApproveThis checks deal size against risk thresholds
3. Deals over $250K auto-route to compliance team
4. Approved deals update Variance with next-step playbooks

This reduced compliance violations by 62% while maintaining sales velocity.

Technical Implementation Overview

Connecting ApproveThis and Variance through Zapier takes under 15 minutes:

Critical Configuration Steps

1. Map Variance account properties to ApproveThis templates
2. Set conditional logic for auto-approvals/escaltions
3. Configure email templates with Variance data placeholders
4. Establish fallback approvers for holiday coverage

Pro Tips for Success

• Use Variance's event history to audit approval response times
• Layer ApproveThis' calculated fields with Variance's custom properties
• Set different thresholds per product line/region in ApproveThis
• Connect approved requests back to Variance as tracked events

Cross-Functional Impact Analysis

Finance Team Benefits

By connecting Variance's sales forecasts to approval workflows, finance gains real-time visibility into:

• Pending deals requiring budget approval
• Discount exceptions impacting revenue projections
• Multi-year contracts needing payment term reviews

Compliance Advantages

ApproveThis creates an immutable audit trail showing:

• Which Variance data points approvers reviewed
• Time stamps for each approval stage
• Comments documenting approval rationale

External Collaboration

Channel partners using Variance can submit requests through ApproveThis without needing full platform access. Partners receive email approvals with branded portals, while internal teams maintain control through Variance's existing permissions.

Strategic Considerations

Scalability Factors

As companies grow, approval bottlenecks often emerge in Variance-driven processes. ApproveThis handles scale through:

• Parallel approval paths for global teams
• Dynamic routing based on Variance account tiers
• Automatic SLA tracking for compliance reporting

Competitive Differentiation

Companies using both platforms report 27% faster deal cycles than competitors relying on manual approvals. The integration turns Variance's predictive insights into executable workflows - approving upsell opportunities before competitors even detect them.

Getting Started Guide

Ready to operationalize your Variance data? Follow these steps:

Phase 1: Pilot Program

1. Identify high-impact/low-risk use case (e.g. NDA approvals)
2. Map Variance fields to ApproveThis template
3. Train select users on approval interface
4. Measure cycle time reduction over 30 days

Phase 2: Enterprise Rollout

1. Create department-specific approval playbooks
2. Integrate with existing Variance dashboards
3. Establish center of excellence for workflow design
4. Implement quarterly review process

See live integration examples at Variance's integration hub.

Final Recommendations

Companies maximizing this integration typically:

Align Systems Strategically

• Use Variance as the single source of truth for customer data
• Treat ApproveThis as the system of record for decisions
• Connect both to BI tools for cross-platform analytics

Optimize Continuously

• Review approval abandon rates monthly
• Prune unnecessary approval steps quarterly
• Train new hires on integrated workflows during onboarding

Next Step: Schedule your integration assessment to estimate potential ROI based on your Variance usage patterns.