ApproveThis manages your Samdock Integration approvals.

Why Approval Automation Matters for CRM Users

Let's cut to the chase - if you're using Samdock to manage customer relationships, you're already dealing with leads, deals, and tasks that need quick decisions. But when every new client request gets stuck in email chains or forgotten Slack threads, you're leaving money on the table. That's where ApproveThis comes in like a caffeine shot for your approval processes.

Samdock keeps your sales pipeline organized. ApproveThis keeps it moving. Together through Zapier, they create an automatic handoff system where approvals trigger CRM actions and CRM updates kick off approval workflows. No more manual data entry. No more "Did you see my email?" follow-ups. Just deals closing faster because everyone's on the same page.

Three Ways This Combo Beats Manual Processes

1. Automatic Deal Creation

When your finance team approves a custom pricing request in ApproveThis, Zapier instantly creates a Samdock deal with all relevant details. Your sales rep gets notified before the customer even hangs up the phone. No more copying/pasting between systems or waiting for department handoffs.

2. Approval Guardrails for Sales

New Samdock lead from a high-value prospect? ApproveThis can auto-trigger an approval workflow requiring manager sign-off before the sales team offers premium terms. Custom thresholds ensure small discounts auto-approve while big deals get proper scrutiny.

3. Two-Way Task Syncing

Approval request stuck in limbo? When ApproveThis detects delays, it can create priority tasks in Samdock with automatic reminders. Conversely, critical Samdock tasks can trigger approval requests to reallocate resources on the fly.

Real-World Workflows for Different Teams

For Sales Teams

Imagine this: Your AE closes a $120K deal in Samdock. Instead of Slack-bombing their manager for approval, ApproveThis automatically:

• Checks discount thresholds
• Routes to correct approvers based on deal size
• Updates Samdock deal status once approved

Regional sales managers at manufacturing companies use this to approve distributor pricing without needing Samdock logins - they just click Approve/Reject in their email.

For Finance Teams

When Samdock tasks related to contract renewals reach 90% completion, ApproveThis can auto-request PO approvals from procurement. Bonus: Finance can set up calculated fields that auto-approve invoices under $5K but flag larger amounts for review.

For Operations Teams

Service companies sync field technician assignments (added as Samdock tasks) with approval workflows for equipment rentals. The kicker? Vacation delegation ensures backups automatically receive approval requests if primary approvers are OOO.

Setting Up the Integration

Here's the straightforward process to connect your tools:

1. Create a Zapier account (free tier works)
2. Choose your trigger event (e.g., "New Request" in ApproveThis)
3. Select your resulting action (e.g., "Create Task" in Samdock)
4. Map critical data fields between systems
5. Test with real-world scenarios

Pro tip: Start with the "Approved Deals to Samdock" workflow first - it delivers immediate ROI by eliminating manual data entry for your sales ops team.

Why This Isn't Just Another Integration

Most CRM connectors just shuffle data between systems. This combo actually changes how decisions get made:

No License Headaches

External partners can approve requests via email without needing Samdock seats. Internal approvers only need ApproveThis access - no extra CRM training required.

Conditional Logic That Adapts

Automatically route approvals based on deal size in Samdock or customer tier. One shipping company uses this to fast-track approvals for their top 10 clients while adding extra checks for new accounts.

Real Accountability

The audit trail shows exactly who approved what in ApproveThis, linked to specific Samdock records. When deals go sideways, you'll know whether it was a bad decision or poor execution.

Making It Work for Your Business

These workflows aren't just for tech companies. Here's how different industries apply them:

Healthcare Services

Medical practices approve patient onboarding requests in ApproveThis, which auto-create Samdock deals tagged by insurance type. Approval groups ensure both admin and clinical staff sign off on high-risk cases.

Wholesale Distributors

When Samdock deals exceed warehouse capacity thresholds, ApproveThis triggers production approval workflows with alternate fulfillment options. Real-time inventory calculations prevent overpromising.

Marketing Agencies

New Samdock leads from enterprise clients auto-trigger approval requests for custom SOWs. The kicker? If the lead source is a partner referral, ApproveThis adds automatic commission calculations to the approval packet.

Beyond the Basics

Once you've nailed the core integration, explore these power features:

Email Approvals with Context

Approvers get Samdock deal summaries directly in their approval emails - no app switching required. One CFO reduced approval times by 60% just by eliminating login friction.

Escalation Protocols

If a Samdock deal sits unapproved for 24hrs, ApproveThis can both notify the rep in Samdock AND escalate to their manager. No more dropped balls during vacations.

Custom Reporting

Export approval time metrics from ApproveThis alongside Samdock pipeline data to identify bottlenecks. One team discovered their legal reviews were adding 5 days to enterprise deals - fixed it by adding parallel approvals.

Getting Started

The hardest part is choosing which workflow to automate first. Our recommendation? Pick the approval process that currently causes the most daily frustration for your team. Usually that's either:

• Contract/Pricing approvals lagging deals
• New lead vetting creating CRM clutter
• Task handoffs between sales and ops

Set up your first Zap in under 20 minutes using pre-built templates. ApproveThis offers free onboarding support to ensure your thresholds and routing rules match how your company actually works.

Ready to stop chasing approvals? Book a demo to see how ApproveThis + Samdock can transform your decision-making process, or start your free trial and connect your first workflow today.