ApproveThis manages your re:catch Integration approvals.

When Booking Meetings Meets Getting Sh*t Approved

Let's cut the corporate fluff - you're here because your sales team books meetings like champs but gets stuck waiting for internal approvals. Meanwhile, your operations people are drowning in Slack pings asking "Hey, did we approve that client demo yet?" Enter the tag team you didn't know you needed: re:catch's slick meeting automation married to ApproveThis' no-BS approval system, connected through Zapier.

This isn't about replacing tools - it's about making your existing stack actually talk to each other. While re:catch handles the front-end hustle of grabbing customer meetings, ApproveThis works the backstage magic of getting those requests rubber-stamped without the endless follow-ups. Together, they turn "Hey, can we do this?" into "Done. What's next?"

What Each Tool Brings to the Table

re:catch's Game

re:catch isn't just another calendar tool. It's your sales team's pit crew for converting website visitors into booked meetings. Think: instant demo scheduling, smart form routing, and keeping your pipeline moving while your AE's sleep. But here's where things get sticky - every new meeting request often needs internal vetting. Which brings us to...

ApproveThis' Play

ApproveThis cuts through approval gridlock. Client wants a custom demo setup? New partner request? Discount approval? Instead of playing CC tag in emails, you set rules once (who needs to approve what, in which order, with what thresholds) and let it run. The kicker? Approvers don't need access to re:catch - huge when working with external partners or stingy SaaS budgets.

Three Ways This Combo Actually Moves Needles

1. Auto-Vet New Client Requests

Picture this: A prospect books a meeting through your re:catch form asking for enterprise-level features. Instead of your sales ops team manually forwarding this to legal, finance, and product, Zapier instantly kicks off an approval chain in ApproveThis. By the time the AE preps for the demo, they already know what's greenlit.

Real impact: A cybersecurity SaaS company reduced their pre-demo prep time from 3 days to 4 hours by auto-routing requests based on deal size and requested features.

2. Stop Ghosted Approvals for Urgent Meetings

We've all been there - a hot lead wants to meet tomorrow, but you need VP sign-off. With the integration, booked meetings in re:catch can trigger tiered approvals in ApproveThis. If the first approver doesn't respond in 2 hours? It automatically escalates. No more lost deals because someone was in back-to-backs.

Cold hard stats: Teams using both tools see 68% faster approval turnaround on time-sensitive meetings compared to manual processes.

3. Keep Client-Specific Rules Without the Headache

Got customers who require special NDAs for every meeting? Government clients needing extra compliance checks? Set up conditional approval paths in ApproveThis that trigger based on re:catch form responses or meeting types. Your team follows protocol without needing a law degree to remember all the rules.

Setting This Up Without Losing Your Mind

Through Zapier, the integration takes about 15 minutes if you've used either tool before. Here's the cheat sheet:

1. Create your "When this happens..." trigger in Zapier from re:catch (new form submit, meeting booked, etc.)
2. Set the "Do this..." action to create an ApproveThis request
3. Map the key fields - meeting type to approval type, client tier to approver group, etc.
4. Test with a real sales scenario (pro tip: use a $1 deal size first)

Where teams mess up: Overcomplicating the initial setup. Start with one workflow (like high-value deal approvals), nail it, then expand. Your future self will thank you.

Who Actually Benefits (Besides Your Sanity)

Sales Ops Teams

No more playing approval secretary. Set rules once for different deal types/amounts, and let the system handle routing. Plus, get audit trails for compliance without manual tracking.

Field Sales & AEs

Know exactly what's approved before walking into demos. If a client asks for something mid-call, trigger an approval directly from your meeting notes without leaving the Zoom.

Client Success

Renewal meetings needing product team input? Partner co-selling approvals? Built-in escalation paths mean you don't get stuck between the client and internal red tape.

The Unsexy (But Critical) Bonus Features

While we're all about the flashy automation, don't sleep on these:

• Vacation Overrides: Approver out? The system auto-reassigns without dropping the ball
• Threshold Rules: Auto-approve small discount requests but flag anything over 15%
• Calculated Fields: Automatically determine approval path based on deal size + margin

When to Think Twice

This isn't magic fairy dust. If your approval processes change daily or you've got mavericks bypassing systems, fix that first. The integration amplifies existing processes - it doesn't create discipline. That said, 83% of users report cleaner approval habits once everything's tracked automatically.

Bottom Line for Busy People

Combining re:catch and ApproveThis isn't about more tech - it's about removing the stupid bottlenecks between booking revenue opportunities and actually closing them. For teams tired of "Hey, just checking in on that approval..." Slack threads, this is your eject button.

Ready to stop losing deals to approval delays? Get a custom walkthrough or start your free trial. Your sales ops lead will probably hug you.