ApproveThis manages your Zoomifier approvals.

Why Combine ApproveThis and Zoomifier?

Sales teams thrive on speed, but approvals often create bottlenecks. A deal stuck in email threads or delayed by manual processes can mean lost revenue. This is where integrating ApproveThis with Zoomifier through Zapier changes the game. Together, these platforms automate approval workflows while keeping your CRM data fresh and actionable. The result? Faster decisions, fewer errors, and more closed deals.

Zoomifier excels at managing contacts, opportunities, and sales engagement. ApproveThis adds structure to approvals – whether you're greenlighting discounts, verifying new leads, or authorizing campaign budgets. By connecting them, you create a closed-loop system where sales activity triggers approvals, and approvals trigger next steps in your pipeline. No more switching between tools or chasing down stakeholders.

Three Ways This Integration Transforms Sales Operations

1. Instant Lead Verification

When a sales rep identifies a high-potential lead, they need confirmation before dedicating resources. Here's how it works:

Use Case: A marketing agency uses Zoomifier to track inbound inquiries. When a new contact enters the system, ApproveThis automatically routes a verification request to the sales director. The director reviews lead quality directly from their email and clicks "Approve." Zoomifier then tags the lead as "Verified," triggering a personalized outreach sequence.

Key Benefit: Eliminates manual lead scrubbing. Sales teams spend 22% less time on unqualified prospects according to HubSpot research.

2. Deal Desk Automation

Complex deals often require multi-layer approvals – pricing exceptions, custom contracts, or special terms. Traditional methods delay closings.

Use Case: A SaaS company integrates Zoomifier opportunities with ApproveThis thresholds. When a rep proposes a 20% discount, ApproveThis checks the amount against predefined rules. Deals under $5K auto-approve. Larger discounts route to the VP of Sales. Approved deals automatically update Zoomifier's opportunity stage, notifying the rep to finalize the contract.

Key Benefit: Reduces approval time for enterprise deals from 72 hours to under 4 hours, as reported by early adopters.

3. Cross-Team Collaboration

Sales often needs input from legal, finance, or product teams. ApproveThis bridges these silos without complicating Zoomifier access.

Use Case: A manufacturing company uses Zoomifier to track client RFPs. When a custom proposal requires engineering review, ApproveThis sends parallel requests to the sales manager and lead engineer. Both approve via email (no Zoomifier logins required). Once approved, Zoomifier updates the RFP status and schedules a client presentation.

Key Benefit: External partners (like distributors) can approve requests without CRM licenses, maintaining data security while speeding up joint deals.

Technical Setup Made Simple

Connecting ApproveThis and Zoomifier takes 15 minutes using Zapier. No coding required.

1. Create a free Zapier account
2. Choose your trigger: "New Request" in ApproveThis or "New Contact" in Zoomifier
3. Select the corresponding action in the other app
4. Map critical fields (e.g., contact email → approval requester)
5. Test with a live request

Pro Tip: Use ApproveThis' Calculated Fields to auto-determine approval paths. For example, deals over $50K could require CFO review, while smaller deals stop at the sales manager.

Department-Specific Benefits

Sales Teams

Reduce follow-up emails by 40% with real-time approval status in Zoomifier. ApproveThis' Vacation Delegation ensures deals never stall because a manager is OOO.

Marketing

Automate campaign budget approvals. When Zoomifier logs a new demo request, ApproveThis routes budget queries to CMO. Approved campaigns auto-update in your marketing analytics dashboard.

Finance

Enforce spending controls without micromanaging. Configure Approval Thresholds so expense reports under $1K auto-approve, while larger requests escalate. All decisions sync back to Zoomifier for audit trails.

Real-World Impact

A cybersecurity firm used this integration to handle 450% more deals post-COVID. Their process:

• Zoomifier detects new enterprise lead → ApproveThis pings CISO for security review
• Upon approval, Zoomifier auto-schedules technical deep dive
• Post-meeting, ApproveThis routes contract terms to legal

Result: 68% faster deal velocity and 100% compliance with new data privacy regulations.

Beyond Basic Automation

While Zapier handles the initial connection, ApproveThis adds layers of control:

Approval Groups: Require consensus from all regional VPs before approving global deals. Or use sequential approvals for multi-department workflows.

Dynamic Reminders: Automatically nudge approvers after 24 hours of inactivity, with escalation paths if no response.

Getting Started

Ready to eliminate approval bottlenecks?

1. Sign up for ApproveThis (14-day free trial)
2. Connect to Zoomifier via Zapier using the steps above
3. Book a custom demo to configure advanced workflows

For existing users: Explore pre-built templates in ApproveThis' dashboard under "Zoomifier Integrations."

Final Thought

In sales, time isn't money – it's everything. The ApproveThis-Zoomifier integration isn't about replacing human judgment. It's about empowering teams to make smarter decisions faster. By automating the process around approvals, you free your people to focus on what really matters – building relationships and closing deals.