ApproveThis manages your Onpipeline approvals.

Why Combine Onpipeline and ApproveThis?

Sales teams using Onpipeline CRM already know how critical it is to keep deals moving. But when approvals stall – whether for discounts, contract terms, or new client onboarding – revenue leaks through the cracks. ApproveThis plugs those gaps by adding structured, automated approval workflows directly into your CRM operations.

Together, these platforms create a closed-loop system for sales governance. Deals progress faster because approvers get context-rich requests automatically, while finance and legal teams maintain control through customizable rules. For SMBs, this combination turns CRM data into actionable decisions without manual follow-ups or spreadsheet tracking.

How It Works: Approval Automation Through Zapier

Using Zapier, Onpipeline triggers approval requests in ApproveThis based on specific CRM events – like closing a deal or adding a new client. Approvers review requests via email or dashboard, with all relevant CRM data attached. Their decision then syncs back to Onpipeline, updating records and triggering next steps.

Key Integration Points

Three workflows deliver immediate impact:

• Deal Closure Approvals: Automatically flag won deals requiring executive sign-off before processing
• Client Onboarding Validation: Route new organization entries for compliance checks
• Approval-Driven Updates: Push approval statuses back to CRM records for real-time tracking

Real-World Use Cases for Sales Teams

1. Accelerating Post-Sale Processes

When a sales rep marks a deal as won in Onpipeline, ApproveThis can automatically:

• Generate contract approval requests with deal-specific terms
• Route discount exceptions to department heads
• Trigger fulfillment processes upon final sign-off

Example: A SaaS company reduced their deal-to-contract cycle from 5 days to 12 hours by automatically routing closed-won deals to legal review through this integration.

2. Streamlining Client Onboarding

New organizations added to Onpipeline can trigger:

• Compliance checks for regulated industries
• Credit limit approvals for accounts receivable
• Partner program eligibility validation

Example: A wholesale distributor eliminated duplicate data entry by connecting new CRM accounts to their vendor approval workflow, cutting onboarding time by 65%.

Setup Guide: Connect in 15 Minutes

1. Create your ApproveThis account and define approval templates
2. In Zapier, choose Onpipeline as your trigger app
3. Select an event like "Deal Won" or "New Organization"
4. Map CRM fields to ApproveThis request templates
5. Set up approval thresholds and escalation rules
6. Test with live CRM data

Pro Tip: Use ApproveThis' calculated fields to auto-approve small discounts while flagging exceptions.

Team-Specific Benefits

Sales Operations

Eliminate approval bottlenecks that delay commissions. Real-time tracking in ApproveThis dashboards shows exactly where requests stall, while automatic reminders keep deals moving.

Finance Teams

Maintain control without micromanaging. Approval thresholds automatically escalate large discounts, while vacation delegation ensures continuous coverage during holidays.

External Partners

Vendors or clients can approve requests directly via email without needing Onpipeline access – critical for NDAs, contracts, or purchase orders.

Beyond Basic Approvals: Advanced Features

While the Zapier integration handles core workflows, ApproveThis adds deeper control through:

Conditional Routing: Send enterprise deals to CRO while SMB deals stay with sales managers
Approval Chains: Requseo sequential sign-offs for multi-department agreements
Audit Trails: Maintain compliance-ready records of who approved what – and why

Common Pitfalls to Avoid

❌ Don't overcomplicate initial workflows – start with 1-2 critical approval types
❌ Avoid generic approval emails – customize notifications with CRM data
✅ Do test escalation rules during quarterly planning cycles
✅ Do use calculated fields to auto-approve routine requests

Getting Started

For SMBs using Onpipeline, this integration solves three persistent issues:

1. Visibility: See approval status alongside CRM records
2. Accountability: Track decision-makers and response times
3. Speed: Reduce manual follow-ups by 80%+

Ready to eliminate approval delays? Start your free ApproveThis trial or book a custom demo to see the integration live.

Final Tip: Measure What Matters

Track these metrics pre- and post-integration:
- Average approval time per deal stage
- Percentage of deals delayed by approvals
- Finance team hours spent on exception processing

Most customers see ROI within 30 days – often faster than their sales cycle length.