ApproveThis manages your SalesCloser AI approvals.

Let's cut through the corporate BS: approval processes exist to prevent disasters, but they're usually disasters themselves. Sales teams move fast. Legal teams need control. Finance doesn't want surprises. And everyone hates being the bottleneck.

That's why combining ApproveThis with SalesCloser AI through Zapier isn't just another tech integration - it's a ceasefire agreement between your sales velocity and your compliance requirements. Here's how it works when your AI-powered sales machine actually talks to your approval guardrails.

Why This Combo Doesn't Suck

SalesCloser AI handles the messy human stuff - discovery calls, demo scheduling, lead nurturing. ApproveThis handles the bureaucratic red tape. Connect them through Zapier, and you get:

• Deals that keep moving while legal/compliance/finance does their thing
• Zero "Hey, did you approve that thing?" Slack messages
• Approvals that actually understand sales context (not just PDF attachments)

Example: A SaaS company's sales rep books 15 demos/day through SalesCloser. Instead of manually routing each enterprise deal for legal review, ApproveThis automatically triggers compliance checks when deal size crosses $50K. Legal team approves/denies via email without logging into SalesCloser. Approved deals get auto-added to the sales pipeline. Denied deals trigger personalized follow-up sequences. Everyone keeps their sanity.

Real-World Use Cases That Don't Put People to Sleep

1. When Deals Need Adult Supervision

SalesCloser's AI might be good at booking demos, but you still don't want junior reps approving enterprise discounts unsupervised. Here's the fix:

Automation: New lead in SalesCloser → Create approval request in ApproveThis if deal size >$25K → Route to Sales Director → Approved? Add to high-priority campaign. Denied? Trigger training module for rep.

Who this helps:

Scaleups: Founders tired of micromanaging every deal
Agencies: Prevent overpromising on scope during sales calls
E-commerce: Flag custom bulk orders needing inventory checks

2. Closing Deals After Dark (Without Nightmares)

Your AI sales bot books a demo at 2AM. Great. Except now the deal sits until someone approves the custom pricing at 9AM. Here's how to fix the delay:

Automation: SalesCloser transcript available → ApproveThis calculates discount eligibility → Auto-approve if <15% discount → Only escalate exceptions to managers.

Real results: A cybersecurity vendor reduced approval delays on 72% of after-hours deals by letting ApproveThis handle routine discounts. Managers only review outliers.

3. Killing "Approved... Now What?" Syndrome

Nothing kills momentum like approved deals getting stuck in handoff limbo. Fix it with closed-loop automation:

Workflow: ApproveThis approves contract → SalesCloser AI triggers personalized follow-up call sequence → Auto-adds to implementation tracker → Notifies CS team.

Bonus: Use ApproveThis' calculated fields to include implementation timelines in the approval itself. No more approved deals that ops can't actually deliver.

How This Actually Works For Different Teams

Sales Teams

Stop babysitting deals through approval purgatory. Your SalesCloser-generated proposals automatically route for approval based on:

- Deal size thresholds
- Client industry compliance requirements
- Custom discount calculations

Approvers get everything they need in one click - call transcripts, previous deal history, competitive intel. No more digging through CRMs.

Legal/Compliance

Finally understand what sales is actually promising clients. ApproveThis pulls key clauses from SalesCloser call transcripts and highlights:

- Unapproved feature promises
- Non-standard SLAs
- Regulatory red flags

Plus, vacation delegation means your team doesn't become the bottleneck when someone's OOO.

Finance

Auto-approve routine deals that fit margin targets. Escalate exceptions with full context:

- Historical discount patterns
- Pipeline impact analysis
- Competitor pricing comparisons

All without having to log into SalesCloser or hunt down sales reps.

Setting This Up Without Losing Your Mind

Connect ApproveThis + SalesCloser AI in 3 steps:

1. Pick your trigger: New lead, transcript ready, deal stage change
   Pro tip: Start with "New Lead Created" approvals - easiest to test
2. Map critical data:
   - Approval criteria (deal size, client type, product mix)
   - Contextual data (call transcripts, lead source, rep notes)
3. Set failure controls:
   - Auto-reminders for stuck approvals
   - Backup approvers
   - Timeout actions (auto-deny with follow-up tasks)

Warning: Don't overcomplicate your first workflow. A simple "approve/deny based on deal size" gets teams hooked. Add complexity later.

The Nerd Stuff You Actually Care About

Approval Groups: Make SalesCloser deals route differently for:
- Enterprise vs. SMB
- New vs. existing clients
- Product line (e.g., AI features need legal review)

Calculated Fields: Auto-calculate:
- Discount impact on margins
- Implementation costs
- Competitor price comparisons

Email Approvals: External partners (distributors, agencies) can approve deals without SalesCloser access. No extra licenses needed.

Why This Beats "Just Using Salesforce"

Salesforce approvals work if you enjoy:

- Reps forgetting to click "Submit for Approval"
- Approvers getting zero context beyond a deal ID
- Approval histories that live in 17 different places

ApproveThis + SalesCloser AI gives you:
- Automatic triggers based on actual sales activity
- Approval packets with call transcripts/emails/attachments
- Audit trails that even your auditor will like

Who Should Actually Care About This

This integration isn't for everyone. It works if:

- Your sales team uses AI tools but approvals are still manual
- You have compliance requirements that slow down deals
- Different departments approve different deal aspects
- You're scaling too fast for ad-hoc approval processes

In other words: If your sales team's efficiency is being held hostage by approval bureaucracy, this is your jailbreak.

How to Not Screw This Up

Common mistakes we've seen:

Mistake: Trying to automate 100% of approvals day one
Fix: Start with 20% of approvals that follow clear rules

Mistake: Letting sales bypass the system "just this once"
Fix: Use ApproveThis' audit trails to shame serial offenders

Mistake: Not training approvers on email actions
Fix: Run a 5-minute "approve via Gmail" demo

What's Next

This isn't about replacing human judgment - it's about eliminating the busywork that makes people hate approvals. When your sales team isn't chasing sign-offs and your legal team isn't drowning in low-risk deals, actual work gets done.

Ready to stop being the approval police? Book a 15-minute demo or start a free trial. We'll show you how to connect ApproveThis with SalesCloser AI in under an hour.

No PDF guides. No "digital transformation" jargon. Just fewer approval headaches.