ApproveThis manages your Spiro Integration approvals.

When Approval Processes Meet AI-Powered Sales

Let's cut to the chase: Sales teams hate paperwork. Finance teams hate chasing signatures. And everyone hates losing deals because approval bottlenecks killed the momentum. That's why connecting ApproveThis (your approval sheriff) with Spiro (your AI-powered sales wingman) through Zapier isn't just smart - it's survival mode for companies scaling beyond 50 employees.

Why This Combo Works Like a Swiss Watch

Spiro learns how your sales team operates, automatically logging calls and emails while predicting next steps. ApproveThis takes those critical moments where human decisions matter - contract approvals, discount requests, procurement sign-offs - and removes the administrative circus. Together, they create closed-loop automation where:

• Sales stays in their CRM instead of chasing approvers
• Finance/legal gets context-rich requests automatically
• Executives approve via email without CRM logins

Real-World Use Cases That Move Needles

1. Closing Deals Faster Than Competitors Can Schedule Meetings

The Problem: Your sales rep just marked an opportunity "Closed Won" in Spiro. Now they need to:
- Email finance for contract approval
- CC their manager
- Update 3 different spreadsheets
- Pray someone responds before the client gets cold feet

The Fix: Zapier triggers an ApproveThis workflow the second a Spiro deal status changes. The request automatically includes:
- Deal size
- Payment terms
- Client risk score
- Historical data from similar approvals

Who Cares: Manufacturing companies use this to approve custom orders faster. Marketing agencies prevent scope creep by auto-flagging deals requiring legal review.

2. Turning Approvals Into Action Items (Not Black Holes)

When an ApproveThis request gets denied or approved, Spiro automatically:
- Creates follow-up tasks for sales
- Updates deal records with approval notes
- Triggers renewal reminders if approved
- Flags at-risk accounts if denied

Pro Tip: Use ApproveThis' calculated fields to auto-approve small discount requests (under 5%) but escalate larger ones. Sales keeps their momentum, finance keeps control.

3. Onboarding Clients Without the Paperwork Tsunami

New Spiro contact added? ApproveThis checks:
- KYC requirements for financial services
- Vendor compliance checklists for procurement teams
- Non-disclosure agreements for tech partnerships

Bonus: Approval groups let you require sign-offs from both legal and department heads in sequence. No more "I thought THEY approved this!" disasters.

Setup That Takes Less Time Than Your Daily Standup

1. Connect the Apps: Create a Zapier account if you don't have one (takes 2 minutes).

2. Choose Your Trigger: Pick a Spiro event like "Opportunity Won" or "Sales Stage Change."

3. Map Critical Data: Pull Spiro fields (deal size, contact info) into your ApproveThis template.

4. Set Approval Rules: Add conditional logic like:
- Auto-approve orders under $10k
- Require CFO sign-off for net-60 terms
- Escalate overdue approvals after 24h

5. Test & Activate: Zapier's test mode lets you verify with dummy data before going live.

Why Your Teams Will Actually Use This

Sales Teams:

Stop losing deals to approval delays. Get real-time status updates in Spiro without switching apps. Automatic reminders mean less nagging managers to review requests.

Finance/Legal:

Standardized requests with all necessary context. Approval thresholds prevent unnecessary escalations. Vacation delegation means no more "Out of Office" approval black holes.

Leadership:

Real-time dashboards show approval cycle times. Historical data proves compliance during audits. Email approvals mean no new software for external partners to learn.

Features You Didn't Know You Needed (But Will Love)

Email-Based Approvals: Clients or vendors can approve directly from their inbox - no ApproveThis login required. Perfect for one-off contractors or external partners.

Dynamic Calculations: Automatically adjust approval requirements based on:
- Deal profitability
- Client credit score
- Inventory levels
- Project workload capacity

Escalation Paths: If a manager doesn't approve within set timeframes, requests jump to their superior. No more passive-aggressive Slack follow-ups.

The Bottom Line for Growing Companies

Companies between 200-1,000 employees save an average of 14 hours/week on approval-related tasks using this integration. For a 50-person team? That's basically hiring a full-time employee without the payroll.

But here's the real kicker: ApproveThis scales as you grow. Start with simple purchase order approvals, then add complex workflows for:
- Multi-country compliance checks
- Merger/acquisition due diligence
- Partner commission structures

Ready to stop being an approval bottleneck? Sign up for ApproveThis and connect your Spiro account in under an hour. Or schedule a demo to see how other companies cut approval cycles by 68%.

FAQ (The Quick Version)

Q: Do approvers need Spiro licenses?
A: Nope - they approve via email or ApproveThis. Only your core team needs Spiro access.

Q: Can we modify workflows later?
A: Change approval paths, thresholds, or forms anytime. No developer needed.

Q: What if Zapier goes down?
A: ApproveThis stores all requests locally. Sync resumes automatically once connectivity's restored.