ApproveThis manages your Sales Magic approvals.

Two Platforms, One Competitive Edge

Sales teams live in a constant race against time – every delayed approval risks losing deals to competitors. This is where combining Sales Magic's CRM automation with ApproveThis' approval management creates a decisive advantage. Together, they turn bureaucratic delays into strategic momentum by embedding structured approvals directly into sales workflows.

What Sales Magic Brings to the Table

Sales Magic specializes in opportunity tracking and client follow-up management, acting as the central hub for deal progression. Its strength lies in automating CRM updates and ensuring sales teams stay aligned through every stage of the buyer journey. However, critical decisions – like finalizing contract terms or approving custom pricing – often require external validation that falls outside its core functionality.

Where ApproveThis Completes the Picture

ApproveThis adds structured decision-making to Sales Magic's operational automation. While Sales Magic tracks what needs to happen next in a deal, ApproveThis ensures the who and when of critical approvals are never left to chance. Key features like conditional routing and approval thresholds prevent deals from stalling when stakeholders are unavailable or thresholds aren't met.

Real-World Impact Across Teams

Sales Teams: Close Deals Faster

Consider a SaaS company offering enterprise-tier plans. Their sales reps use Sales Magic to track prospect interactions but need legal approval for custom SLAs. With this integration:

• Reps trigger contract reviews directly from Sales Magic opportunities
• Legal teams approve terms via email without CRM access
• Approved contracts auto-update deal records

This cuts approval cycles from days to hours while maintaining compliance.

Operations: Eliminate Manual Handoffs

A manufacturing company's ops team handles custom equipment quotes. Previously, Sales Magic entries required manual approval requests via email. Now:

• Quotes exceeding $50K auto-route to senior management
• Approved quotes push validated pricing back to Sales Magic
• Denials trigger automated revision requests

This reduces quote processing time by 40% while maintaining margin controls.

Client Success: Streamline Renewals

For marketing agencies using Sales Magic to track client campaigns:

Campaign extension requests now auto-generate approval workflows that include:

- Resource availability checks from operations
- Budget confirmation from finance
- Final sign-off from account leads

All without leaving the Sales Magic interface their team already uses.

Three Transformative Use Cases

1. Validating Completed Follow-Ups

Scenario: A medical device rep completes a product demo follow-up in Sales Magic.

Integration Action: ApproveThis automatically routes demo quality assurance checks to:

- Product specialists (technical accuracy)
- Compliance officers (regulatory disclosures)
- Sales managers (next-step planning)

Outcome: Ensures every client interaction meets organizational standards before moving to proposal stage.

2. Converting Approvals into Actionable Leads

Scenario: A commercial real estate firm approves a tenant improvement allowance.

Integration Action: Approved requests automatically:

- Create Sales Magic contacts for contractors
- Generate renovation project opportunities
- Set follow-up reminders for vendor selection

Outcome: Turns internal financial approvals into immediate business development opportunities.

3. Syncing Approved Requests to CRM

Scenario: A logistics company approves a custom shipping rate exception.

Integration Action: Approved rates automatically:

- Update Sales Magic contact records
- Create shipping opportunity timelines
- Trigger contract generation workflows

Outcome: Eliminates duplicate data entry between approvals and CRM updates.

Implementation Made Simple

Connecting the platforms takes under 15 minutes via Zapier:

Step 1: Create Zapier triggers for key Sales Magic events (completed follow-ups, new opportunities)

Step 2: Map approval triggers using ApproveThis' conditional logic builder

Step 3: Configure bi-directional field mappings (example: Sales Magic opportunity ID → ApproveThis custom field)

Pro Tip: Use ApproveThis' calculated fields to auto-determine approval paths based on Sales Magic opportunity values.

Why This Integration Wins Deals

Traditional approval processes create friction:

Problem: Sales Magic shows a hot lead needing urgent pricing approval
Old Way: Email chain between sales lead → director → CFO → sales ops
New Way: Automated parallel approvals with escalation thresholds

This difference decides whether you respond to prospects in hours versus days.

Critical Features That Make It Work

Approval Thresholds: Auto-approve discounts under 10% while flagging exceptions
Vacation Coverage: Prevent stalled deals when approvers are OOO
Email Decisions: Let executives approve directly from mobile without CRM access

Getting Started

Teams using both platforms report:

- 27% faster approval cycles (based on internal benchmarks)
- 93% reduction in "lost" approval requests
- 41% improvement in sales-contract compliance

To experience these benefits:

1. Register for ApproveThis
2. Connect your Sales Magic account via Zapier
3. Build your first approval workflow in under 10 minutes

The Bottom Line

In sales, velocity isn't just about speed – it's about coordinated momentum. By embedding intelligent approvals directly into Sales Magic workflows, organizations gain:

For Sales Leaders: Predictable deal progression timelines
For Operations: Audit-ready approval chains
For Finance: Enforced compliance without bottlenecks

This integration isn't about adding another tool – it's about removing obstacles between your team and closed deals.

Schedule a live demo to see how approval automation can transform your sales process.