Two Platforms, One Competitive Edge
Approval bottlenecks cost businesses an average of 5 hours per employee weekly. For sales and marketing teams using SAM.ai to manage leads and opportunities, this friction compounds when deals stall waiting for internal sign-offs. ApproveThis eliminates these delays through Zapier-powered automation that connects SAM.ai's CRM capabilities with enterprise-grade approval workflows.
Why This Integration Works
SAM.ai organizes sales pipelines while ApproveThis structures decision-making. Together, they create closed-loop automation where:
- CRM actions trigger approval requests
- Approval outcomes update CRM records
Marketing agencies using both platforms report 40% faster client onboarding by linking SAM.ai lead intake to ApproveThis contract approvals. Manufacturing sales teams automate NDA sign-offs before creating SAM.ai opportunities for enterprise buyers.
Real-World Use Cases
1. Lead Qualification at Scale
When SAM.ai captures a new lead from a webinar or demo request, ApproveThis automatically routes it for sales manager review. Conditional thresholds auto-approve leads meeting minimum criteria while flagging high-value prospects for personalized vetting.
Example: A cybersecurity firm routes all "Enterprise" tier leads through CISO review in ApproveThis while auto-approving SMB prospects. Approved leads receive SAM.ai task assignments for sales reps within 15 minutes.
2. Opportunity Risk Management
New SAM.ai opportunities over $50K trigger multi-level approvals in ApproveThis with real-time deal scoring. Calculated fields analyze margin percentages and implementation timelines to recommend approval paths.
Example: A SaaS company requires CFO approval for annual contracts with custom SLAs. ApproveThis attaches the SAM.ai opportunity PDF to approval emails, enabling executives to reject/approve with one click.
3. Client Onboarding Acceleration
Approved SAM.ai contacts automatically generate ApproveThis workflows for legal review, account provisioning, and welcome kit approvals. Vacation delegation ensures continuity when key approvers are unavailable.
Example: Marketing agencies use this integration to get client sign-off on campaign proposals directly from SAM.ai contact records, cutting onboarding from 5 days to 12 hours.
4. Compliance-Driven Updates
When ApproveThis denies a request due to compliance issues, SAM.ai automatically updates opportunity statuses and triggers compliance training tasks. Approved requests sync contract terms to SAM.ai custom fields.
Example: Healthcare suppliers automatically archive SAM.ai opportunities if ApproveThis detects unapproved vendor requests, maintaining audit trails.
Implementation Made Simple
Connect SAM.ai and ApproveThis in 15 minutes using Zapier:
- Create Zapier accounts for both platforms
- Choose trigger events from SAM.ai (new lead/opportunity) or ApproveThis (approval completed)
- Map SAM.ai fields to ApproveThis request templates
- Test with $100+ opportunities or "Enterprise" leads
Key configuration tips:
- Use SAM.ai tags to route specific lead types to different ApproveThis workflows
- Enable ApproveThis email approvals for external partners
- Set SAM.ai custom field updates as approval completion actions
Team-Specific Benefits
Sales Teams
Reduce quote approval times from days to hours by attaching SAM.ai proposals directly to ApproveThis workflows. Sales ops managers gain visibility into approval bottlenecks through real-time dashboards.
Marketing Teams
Automate campaign budget approvals tied to SAM.ai lead gen forecasts. ApproveThis thresholds auto-approve routine expenses while flagging high-cost items for CMO review.
Operations Teams
Maintain compliance by requiring SAM.ai opportunity approvals before creating Jira tickets or SAP entries. Vacation delegation prevents project delays during peak PTO periods.
Critical Differentiators
Unlike native SAM.ai approvals, this integration:
- Allows external approvers without SAM.ai licenses
- Supports multi-department consensus workflows
- Provides audit trails meeting SOC 2 requirements
Getting Started
To implement these workflows:
- Register for ApproveThis (14-day free trial)
- Connect your SAM.ai account via Zapier
- Clone pre-built templates for lead/opportunity approvals
The Bottom Line
Companies using SAM.ai with ApproveThis report:
- 68% faster deal velocity
- 92% compliance with approval SLAs
- 40% reduction in Salesforce admin tickets
Ready to eliminate approval bottlenecks? Book a custom demo showing SAM.ai workflows specific to your industry.
Integrate with SAM.ai 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.
Learn More
Best Approval Workflows for SAM.ai
Suggested workflows (and their Zapier components) for SAM.ai
Create approval request for new leads
When new leads are added in SAM.ai, this integration creates an approval request in ApproveThis to review and validate the lead information. It ensures that potential opportunities are properly vetted through an automated approval process. *Note: Verify field mappings between SAM.ai and ApproveThis.*
Zapier Components
Trigger
Active Leads
Triggers when new lead(s) is added.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create contact for new approval requests
When a new approval request is initiated in ApproveThis, this automation creates a new contact in SAM.ai to capture relevant client or stakeholder information. This integration links approval workflows with contact management to maintain an updated database. *Note: Ensure that the contact fields in SAM.ai are correctly mapped.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Action Contact
Action for when we add a contact(s).
Create approval request for new opportunities
When new opportunities are added in SAM.ai, this integration creates an approval request in ApproveThis to evaluate and process the opportunity details. It simplifies decision-making with structured approval workflows, helping businesses act on potential deals promptly. *Note: Customize approval criteria in ApproveThis based on opportunity data.*
Zapier Components
Trigger
Active Opportunities
Triggers when new opportunity(s) is added.
Action
Create Request
Creates a new request, probably with input from previous steps.
Update opportunity for approved requests
When an approval request is completed in ApproveThis, this integration updates the corresponding opportunity in SAM.ai to reflect the decision. It streamlines post-approval data updates and ensures that opportunities are accurately tracked and managed in real time. *Note: Confirm that approval outcomes are mapped to the correct opportunity status.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Update Opportunity
Action for when we update an opportunity(s).
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