ApproveThis manages your Membrain Integration approvals.

When Approval Management Meets Sales Execution

Let’s be real: sales teams hate paperwork. Membrain users live in a world of pipelines and prospects, not permission slips. But here’s the problem – deals get stuck waiting for sign-offs, pricing approvals go missing in Slack, and suddenly that “closed-won” celebration turns into a compliance headache.

ApproveThis isn’t another app to make your salespeople groan. It’s the glue between Membrain’s sales execution and the actual decisions needed to keep deals moving. Think of it as adding guardrails to your sales process without slowing down the car.

Why This Combo Doesn’t Suck

Membrain tells you what to do next in a sales process. ApproveThis handles the who said yes part. Together, they turn “we should probably get approval for this” into an automated step that happens while your AE is busy actually selling.

Three Things That Suddenly Work Better

1. No more “I thought YOU were handling the discount approval”
Set approval thresholds in ApproveThis that trigger automatically when a Membrain deal hits certain stages. Legal gets notified before the AE even has to think about it.

2. External approvers who don’t cost you CRM seats
Client needs to sign off on a proposal? Their VP doesn’t need a Membrain login – just an email that lets them approve/reject directly from their inbox.

3. Sales ops actually knows what’s stuck
That ApproveThis dashboard showing pending approvals? It’s basically a cheat sheet for where your sales process is leaking revenue.

Real Use Cases for People Who Hate “Use Cases”

1. When a Big Deal Needs 17 Signatures (But You’re Not a Bank)

The Problem: Enterprise deals require legal, security, and finance approvals. These get handled over email chains that mysteriously “disappear” right before quarter-end.

The Fix: - AE marks deal stage as “Contract Review” in Membrain
- ApproveThis triggers a multi-step workflow:
  • Legal checks redlines
  • Finance confirms payment terms
  • CRO gets final say
Every approval/rejection syncs back to Membrain activity history. No more “I never saw that PDF” excuses.

Who Cares: Companies selling complex SaaS solutions or enterprise hardware. If your average sales cycle involves more than 4 decision-makers, this stops the approval black hole.

2. Content Approval That Doesn’t Require 17 Slack Pings

The Problem: Marketing creates a new case study in Membrain’s Content Hub. Sales needs it yesterday, but legal needs to review it. Cue the frantic DMs.

The Fix: - New content item triggers ApproveThis workflow
- Legal team gets email with direct link to review
- Once approved, content auto-publishes to sales enablement tools
Bonus: Rejected? Comments go right back to marketing in Asana/Trello via Zapier.

Who Cares: Regulated industries (healthcare, fintech) and companies scaling content production. If compliance reviews are slowing down your sales enablement, this cuts the BS.

3. Commission Approvals That Don’t Make You the Bad Guy

The Problem: AE closes a deal with custom terms. Finance argues it doesn’t qualify for full commission. Now you’re mediating via forwarded emails.

The Fix: - Membrain deal status “Closed” triggers approval request
- ApproveThis calculates commission % based on deal data
- Routes to Sales Director > Finance > HR
- Approved payout amounts sync to payroll system
Everyone sees the same numbers. Disputes happen before the comp plan blows up.

Who Cares: Companies with complex comp plans or custom deal terms. If your finance and sales teams have ever argued about commission clawbacks, this is your peace treaty.

Setting This Up Without Hiring a Zapier Expert

1. Pick Your Pain Point: Start with one approval process that’s currently a mess. Discount approvals? Contract reviews? Content sign-offs?

2. Build the Approval Flow: In ApproveThis, set up who needs to approve what, in which order. Add conditional logic if needed (“Deals over $50k require CFO approval”).

3. Connect via Zapier: - Trigger: Membrain events (deal stage change, new content, etc.)
- Action: Create ApproveThis request with deal-specific data
- Bonus: Add filters so only certain deals trigger approvals

4. Test With a Real Deal: Have an AE run through the process. If they don’t complain about it being “more work,” you’ve succeeded.

Need the step-by-step? Zapier’s guides are surprisingly non-awful.

Why Your Teams Won’t Hate This

For Sales Ops:

Finally get visibility into what’s actually blocking deals. Those approval dashboards in ApproveThis? They’re your new best friend for forecasting accuracy.

For AEs:

Approvals happen in the background. No more manually chasing down VPs for signatures. Plus, they can approve/deny via email without logging into another system.

For Finance/Legal:

All context lives in the approval request. No more digging through CRM records or attached PDFs. Conditional fields show exactly why an exception is needed.

For IT:

No new user provisioning hell. Approvers get email links, and revoked access is handled through ApproveThis permissions. Plus, audit trails that don’t require parsing email headers.

The Part Where We Tell You What to Do Next

If your sales team’s idea of an approval process is CC’ing the entire company on an email chain, it’s time to adult.

Option 1: Register for ApproveThis, connect Membrain via Zapier, and automate one approval flow this week. See if anyone notices (they will – in a good way).

Option 2: Book a 15-minute demo. We’ll show how other Membrain shops handle approvals without killing deal velocity. No sales spam, just actual use cases.

Either way, stop letting approval chaos be the reason good deals go sideways. Your future self (and your sales team) will be less annoyed.

Wait, What About...?

“We have custom fields in Membrain!”
Good – ApproveThis pulls those into approval requests automatically. Dynamic fields mean approvers see exactly why a 20% discount was requested.

“Our approvers change constantly!”
Vacation delegation in ApproveThis means approvals get rerouted if someone’s OOO. No more “John’s on PTO, who’s covering?” chaos.

“We need tiered approvals!”
Set thresholds so small discounts get auto-approved, medium ones go to managers, and big ones hit the exec team. Because no one wants to bother the CFO for a $500 deal.