How ApproveThis + Wiza Cuts Approval Chaos for Sales Teams

When Boring Paperwork Meets Smart Automation

Let's be real - no one got into sales because they love chasing signatures. But between vetting leads, managing contacts, and getting deals approved, most sales ops teams waste 15 hours a month on administrative crap. That's why pairing ApproveThis' approval automation with Wiza's contact intelligence isn't just convenient - it's a strategic advantage for any company scaling beyond 50 employees.

What Happens When Approval Meets Prospecting?

Wiza solves the "who do we talk to" problem by extracting verified contact info from LinkedIn. ApproveThis solves the "who says we can talk to them" problem through structured approvals. Together through Zapier, they create a closed-loop system where:

• New prospect lists trigger compliance reviews before outreach
• Approved contacts automatically sync to CRMs
• Deal-specific discounts get instant legal sign-off

The kicker? Approvers don't need Wiza licenses. Finance can review discount requests without learning new software, while external partners can approve NDA's through email. Everyone stays in their lane.

Real-World Use Cases That Don't Suck

1. Compliance Teams Sleeping Better at Night

Imagine a medical device company using Wiza to identify hospital procurement managers. Their compliance team requires legal review before any outreach. With this integration:

- Wiza exports prospect lists → Zapier triggers ApproveThis workflow → Legal team gets email approval request with embedded contact details → One-click approval syncs contacts to Salesforce.

No more spreadsheets. No "I didn't see the attachment." Just audit trails.

2. Sales Ops Cutting Approval Delays by 80%

Mid-market SaaS companies using Wiza for outbound prospecting often hit a snag: enterprise deals require custom contracts. Traditionally, this meant:

1. AE requests discount → 2. Sales ops manually routes to VP → 3. VP forgets to reply → 4. Deal stalls.

Now with calculated fields and approval thresholds:

- Deals under 10% discount auto-approve → Larger discounts route to CRO → Approved deals trigger Wiza to update contact records with special pricing flags.

Deal desks become self-service.

Setup That Won't Make You Want to Quit

Connecting ApproveThis and Wiza takes 12 minutes:

1. Create Zapier account (if you're living under a rock)
2. Choose Wiza "Contact Synced" trigger
3. Map contact details to ApproveThis' "Create Request" action
4. Test with your CEO's LinkedIn profile (they'll love it)

Pro tip: Use ApproveThis' calculated fields to auto-flag high-value Wiza contacts for exec review. No coding - just set rules like "If employee count >500 → Route to Enterprise Sales Director."

Why This Isn't Just Another Integration

Most approval tools treat compliance as damage control. This combo bakes it into prospecting:

For Sales Leaders: Pipeline forecasts that don't ignore legal bottlenecks. See approval status beside each Wiza contact in your CRM.

For Finance: Automatic escalation when discounts exceed quarterly budgets. Vacation delegation means no approvals stuck with OOO controllers.

For RevOps: Approval metrics that actually matter - track how approval delays impact lead response times using Wiza's engagement data.

When to Steal These Workflows

Scenario 1: You're a cybersecurity vendor using Wiza to target Fortune 500 IT directors. Problem: Every outreach needs CISO approval due to compliance rules. Solution: Auto-route Wiza contacts to security team via ApproveThis. Approved contacts get tagged "CISO-Cleared" in HubSpot.

Scenario 2: Your edtech startup uses Wiza to find school district purchasers. Issue: Contract value determines whether superintendents or principals get involved. Fix: Set approval thresholds in ApproveThis - deals under $50K auto-approve, others notify district leadership.

The Hidden Perks You'll Actually Use

Beyond the obvious, this integration shines for:

Partner ecosystems: Channel managers can submit Wiza leads for vendor approval without giving partners CRM access. Approvers get email links - no login required.

M&A due diligence: Auto-route prospect lists from acquired companies through compliance review. Approval groups ensure both legal and product teams sign off.

Event follow-ups: Trade show leads synced from Wiza trigger approval workflows to assign regional sales owners. No more lead distribution arguments.

Common Mistakes (Save Yourself the Headache)

Don't: Set up sequential approvals for time-sensitive deals. Use ApproveThis' parallel approval groups instead.

Do: Connect Wiza's company insights to ApproveThis' calculated fields. Example: Automatically escalate approvals for prospects in regulated industries.

Don't: Forget vacation rules. Nothing kills momentum like an approver being snorkeling in Bali.

Bottom Line for Grown-Up Companies

If you're managing 50+ employees with multiple approval layers, manual processes aren't just annoying - they're a liability. The ApproveThis/Wiza integration through Zapier turns compliance from a bottleneck into a competitive edge. Sales teams move faster without cutting corners. Legal sleeps soundly knowing nothing slips through. And nobody has to learn another damn software platform.

Ready to stop herding approval cats? Get started with ApproveThis or schedule a 15-minute demo to see live workflows with your Wiza account.