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FLG Integration

ApproveThis manages your FLG Integration approvals.

April 17, 2025

Integration Category: Crm

Let's be real: approvals suck. They're the traffic jam in your sales process. Someone creates a lead, it sits in limbo for days, and by the time it gets reviewed, the prospect's moved on. But what if you could automate the tedious parts and still keep human oversight where it matters?

That's where connecting ApproveThis and FLG CRM through Zapier changes the game. FLG handles lead tracking and workflows like a pro, while ApproveThis cuts approval times from days to hours. Together, they make sure deals move forward faster without dropping the ball on compliance.

Why This Combo Works (When Other Tools Don't)

Most CRMs have basic approval features. FLG's no different – you can set up triggers and basic routing. But when you need real structure (think multi-department sign-offs, dollar amount thresholds, or legal reviews), that's where things get messy. ApproveThis adds the muscle FLG lacks:

  • No more license headaches: Approvers only need email access – no extra FLG seats required. Perfect for involving execs, legal, or external partners.
  • Smart routing: Auto-escalate high-value deals, reassign tasks when someone's OOO, or require consensus from multiple stakeholders.
  • Paper trail that doesn't suck: Every decision timestamped, with comments and context attached. Audit-proof without the spreadsheet hell.

Real-World Use Cases (Not Just Theory)

Here's how mid-sized companies actually use this integration:

1. Qualifying High-Risk Leads Before They Enter Your Pipeline

The Problem: Your SDRs are pumped – they just landed a lead from a big-name company. But it's in a regulated industry, and legal needs to vet it first. Without a system, this becomes a game of Slack tag.

The Fix: Set up a Zap where new FLG leads over $50k value auto-create an ApproveThis request. Legal gets an email with all lead details, clicks approve/reject, and the lead either gets fast-tracked or flagged for review – all before it hits the sales team's queue.

2. Closing Deals Faster with Pre-Approved Discounts

The Problem: Your AE needs to offer a 15% discount to close a deal. They spend 2 days chasing down manager approvals while the client gets cold feet.

The Fix: When an AE updates a lead's status to "Negotiation" in FLG, ApproveThis:

  • Checks if the discount is within their pre-set authority
  • Routes to the right manager if it's over limit
  • Auto-updates FLG with the decision so the AE can act immediately

3. Keeping Client Onboarding from Becoming a Dumpster Fire

The Problem: Your implementation team gets blindsided by new clients because sales didn't collect all the required docs upfront.

The Fix: When a lead hits "Closed-Won" in FLG, ApproveThis:

  • Triggers a checklist (contracts, security forms, etc.) for the AE to complete
  • Routes completed packets to legal/compliance
  • Only notifies onboarding when everything's signed off

Setting This Up Without Losing Your Mind

If you can set up a Slack channel, you can handle this integration. Here's the 30,000-foot view:

  1. Connect FLG + ApproveThis via Zapier (takes 2 minutes – Zapier's guide here)
  2. Pick your trigger: New lead? Status change? Deal amount updated?
  3. Build your approval rules: Who needs to sign off? Under what conditions? What info do they need?
  4. Test with real data: Run a past lead through the system to spot gaps

Pro tip: Start with one high-impact process (like discount approvals) before scaling to other use cases.

Why Your Teams Will Actually Use This

Most approval tools die because they add more work. Here's how this combo stays useful:

For Sales Teams

Less chasing, more closing. Get decisions before the prospect ghosts you. Approval status updates auto-sync to FLG, so there's no digging through emails.

For Legal/Finance

No more surprise requests. All context lives in one place (contracts, comms history, risk assessments). Say goodbye to "I didn't have the info" excuses.

For Operations

Custom reports show where approvals get stuck. Is marketing taking 3 days to review leads? Now you have data to fix it.

The Hidden Perks You Didn't Expect

Beyond faster approvals, this setup solves annoying problems you've learned to live with:

Vacation Coverage That Doesn't Blow Up Deals: ApproveThis auto-reassigns tasks if someone's OOO. No more "Sorry, I was on PTO" deal delays.

Audit-Proof Without the Busywork: Every decision is logged with timestamps, comments, and data snapshots. Compliance becomes a byproduct, not a chore.

Scale Without Hiring More Admins: Add new approval rules as you enter regulated markets or grow your team. No coding, no consultants, no headache.

Common Mistakes (And How to Dodge Them)

We've seen companies botch this integration. Don't be them:

Mistake #1: Requiring approvals for every tiny decision. Result: Sales ignores the system.

Fix: Use ApproveThis' thresholds – only escalate deals over $10k, for example.

Mistake #2: Not pre-filling request details. Approvers waste time hunting for info.

Fix: Auto-pull FLG data like lead score, comms history, and deal size into approval requests.

Mistake #3: Using it as a policing tool. Teams resent the system.

Fix: Highlight time saved – "This avoids 3 approval meetings per week" works better than "We don't trust you."

Ready to Stop Losing Deals to Approval Delays?

If your sales process feels like herding cats, it's time to try something that actually works. ApproveThis + FLG isn't another tool to manage – it's the system that manages the chaos for you.

Next steps:

1. Grab a free ApproveThis trial (takes 2 minutes)

2. Book a 15-minute demo to see the FLG integration live

3. Start with one high-impact workflow – see results in a week, not a quarter

PS: If you're still handling approvals through email chains or worse, spreadsheets... we need to talk. Schedule a rescue mission here.

🥳

Integrate with FLG Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for FLG

Suggested workflows (and their Zapier components) for FLG

Create approval requests for new leads in ApproveThis

Whenever a new lead is created in FLG, ensure it goes through an approval process with ApproveThis. This integration allows you to automatically send a new lead creation request for approval, streamlining your workflow by pre-validating lead qualities or details with your approval team.

Zapier Components

FLG Logo

Trigger

Lead Created

Triggers when a lead is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add approved leads to FLG

When a request in ApproveThis is approved, this automation creates a new lead in FLG. This ensures that only approved and verified lead opportunities enter your sales pipeline, reducing clutter and improving focus on high-potential leads.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

FLG Logo

Action

Create Lead

Creates a new lead.

Submit approval requests for updated lead statuses

When a lead's status changes in FLG, automatically submit an approval request in ApproveThis. This improves decision-making by ensuring that significant changes in lead status are reviewed and confirmed by relevant stakeholders, mitigating risks of miscommunication or misunderstanding of lead positions.

Zapier Components

FLG Logo

Trigger

Lead Status Changed

Triggers when a lead's status is changed.

Action

Create Request

Creates a new request, probably with input from previous steps.