ApproveThis manages your ZoomInfo Integration approvals.

When Data Meets Decisions

Sales teams live in two worlds: the rush to act on fresh leads and the grind of internal approvals. ZoomInfo delivers the intel, but acting on it often means chasing down stakeholders through endless emails. ApproveThis cuts through that noise with structured approvals that move at the speed of your pipeline.

This isn't about replacing your CRM. It's about connecting ZoomInfo's real-time signals to airtight approval processes so you:

• Validate high-intent leads before your SDRs jump on calls
• Auto-enrich approval requests with company hierarchy data
• Trigger next steps the moment deals get greenlit

Three Ways This Duo Changes the Game

1. From Buying Signals to Approved Action in 15 Minutes

ZoomInfo's intent data spots companies researching solutions like yours. But having a sales manager manually verify every lead? That burns daylight. Here's the fix:

How it works: When ZoomInfo detects buying intent (new tech evaluation, leadership changes), ApproveThis auto-creates a approval request with:

• Company size & industry from ZoomInfo
• Pre-filled budget thresholds using ApproveThis' calculated fields
• Routing rules to skip layers if deal size is under $10K

Who wins: Mid-market SaaS companies. Example: A cybersecurity firm reduced lead review time from 48 hours to 90 minutes, letting them outpace competitors on hot leads.

2. No More Approver Guesswork

Approving a vendor request without knowing the company's procurement process? That's how delays happen. This integration auto-attaches ZoomInfo data to every request:

Real-world impact: A manufacturing company slashed procurement errors by 40% after enriching requests with ZoomInfo's vendor risk scores and parent company relationships.

Key feature: ApproveThis' conditional routing uses ZoomInfo data to escalate requests. Example: Automatically flag companies with recent layoffs for CFO review.

3. Close the Loop on Every Decision

Approved a enterprise deal? ZoomInfo instantly provides decision-maker direct lines. Request denied? Sales leads get archived without manual cleanup.

Behind the scenes: When an ApproveThis request completes, ZoomInfo:

• Updates contact records with approval status
• Flags accounts for follow-up based on denial reasons
• Pushes enriched lead details to your CRM

Why This Isn't Just Another Integration

Most approval tools create bottlenecks. ApproveThis removes them by working how ZoomInfo users already operate:

For sales ops: Set approval thresholds based on ZoomInfo's company revenue data. Deals under $50K auto-approve if account has 500+ employees.

For legal teams: Auto-attach ZoomInfo's org charts to contract reviews. Know exactly who signed competitors' deals.

Hidden perk: External partners (channel reps, investors) can approve requests via email without ZoomInfo logins. No more "Forgot password" delays.

Setting It Up Without the Hassle

Zapier handles the heavy lifting. You'll:

1. Connect ZoomInfo and ApproveThis in Zapier (takes 2 minutes)
2. Pick triggers: New intent signal, completed approval, etc.
3. Map ZoomInfo fields to ApproveThis templates (CEO email → Approver 1)

Pro tip: Use ApproveThis' calculated fields to auto-set approval tiers. Example: "If ZoomInfo employee count >1000, require VP sign-off."

Need specifics? Zapier's step-by-step guides cover every combo.

Who Gets the Most Mileage?

Enterprise Sales Teams

Problem: Enterprise deals require 4+ approvals, but intent data expires fast.
Solution: ZoomInfo triggers parallel approvals with CRO/CFO/legal, all routes updated in real time.

Procurement Departments

Problem: Vendor risk checks take 3+ days manually.
Solution: Auto-enrich requests with ZoomInfo's financial health scores, set thresholds to auto-approve low-risk vendors.

Channel Managers

Problem: Partners submit deals without proper contact intel.
Solution: ApproveThis requests require ZoomInfo-enriched contacts before submission. No more incomplete forms.

The Bottom Line

ZoomInfo tells you who's buying. ApproveThis ensures you act on it with consensus, not chaos. Together, they turn these scenarios from pipe dreams into Tuesday afternoons:

→ A sales rep gets alerted about a CEO's new initiative in ZoomInfo. Before their coffee cools, legal approves the custom demo request because ApproveThis included the account's acquisition history.

→ A procurement manager auto-approves 60% of routine orders by setting ZoomInfo-based rules, freeing up time for strategic vendor negotiations.

Ready to stop losing deals to approval delays? Start your ApproveThis trial or book a custom demo to see the ZoomInfo integration live.

FAQs

Q: Do approvers need ZoomInfo access?
A: No. ApproveThis includes all relevant ZoomInfo data in approval emails. External partners only need email.

Q: Can we set approval rules based on ZoomInfo data?
A: Absolutely. Use ApproveThis' calculated fields to reference employee count, revenue tier, or technographics.

Q: What if an approver is OOO?
A: ApproveThis automatically delegates approvals based on ZoomInfo's org chart data or your backup rules.