ApproveThis manages your Ricochet - Speed to Contact Integration approvals.

When Approval Meets Action

Let's cut to the chase: Your sales team lives in Ricochet, your finance team hates rubber-stamping requests, and everyone's sick of leads rotting in approval purgatory. That's why connecting ApproveThis to Ricochet via Zapier isn't just nice-to-have - it's how grown-up companies handle speed and compliance without the bureaucratic circus.

ApproveThis acts as the traffic cop for decisions that matter. Ricochet? That's your sales team's nitro boost. Together, they make sure deals move fast without someone accidentally approving a $50k discount to their brother-in-law's startup.

Why This Combo Doesn't Suck

Most approval tools treat every request like a federal case. ApproveThis doesn't. It's built for companies where:

• Sales needs to move at "strike while the lead's hot" speed
• Legal/Finance actually wants to prevent bottlenecks
• External partners (agencies, contractors) shouldn't need a PhD in your tech stack

Ricochet's whole deal is cutting through the noise to contact leads faster. But speed without guardrails is how companies end up with duplicate discounts, overspent budgets, and compliance headaches. That's where the Zapier integration shines - enforcing process exactly where you need it, without manual handoffs.

Real-World Uses That Don't Feel Like Corporate BS

1. New Lead? Get Approval Before Sales Wastes Time

Problem: Your SDRs are chasing unvetted leads from that sketchy webinar vendor. Again.

Fix: Zapier triggers an ApproveThis workflow the second a lead hits Ricochet. Marketing ops gets a simple email: "Approve $2k budget for this lead source?" Click yes, and Ricochet auto-creates the contact. No? Lead gets dumped into a nurture list.

Who cares: CFOs who hate wasted sales hours, CMOs who need to track lead source ROI.

2. Approved Deal = Instant Task Creation (No Nagging)

Problem: Deals get approved, then...crickets. Sales forgets to update the CRM, accounting misses the PO.

Fix: When ApproveThis gives the green light, Ricochet auto-generates tasks with due dates. Example: "Send contract to jason@startup.com by Tuesday 2PM" pops up in your AE's queue. Miss the deadline? Their manager gets pinged. Simple.

Who cares: Sales ops tired of herding cats, controllers who want clean audit trails.

3. Lead Status Changes That Don't Start Office Drama

Problem: Sales marks a lead "Closed-Won" without finance signing off. Queue the month-end finger-pointing.

Fix: Any status change in Ricochet (like moving to "Negotiation") can require approval. Legal gets the contract terms, sales manager sees the discount requested, everyone stays aligned. Bonus: Approvers don't need Ricochet access - huge for external counsel or fractional CFOs.

Who cares: GCs who hate cleanup work, revenue operations keeping ARR clean.

Features You'll Actually Use

We're not here to sell you shelfware. These matter:

Approval Thresholds That Don't Micromanage

Set it once: Deals under $5k auto-approve. Over that? Escalate to regional directors. Over $50k? CFO gets a text. Lets your team move fast on small stuff without committee meetings for every lead.

Vacation Delegation That Works

Sales manager OOO? Approvals auto-reroute to their VP. No "waiting for Janice to get back from Maui" holdups.

Calculated Fields for Sane Approvals

Auto-calculate deal profitability based on Ricochet data. If margin drops below 15%, require VP sign-off. Math > opinions.

Setup That Won't Make You Hate Tech

1. Zapier Part: Connect Ricochet and ApproveThis (takes 3 minutes, we timed it)
2. Map Fields: Lead source → Approval reason, deal size → approval threshold
3. Test: Create a fake lead in Ricochet, watch the approval email hit your inbox

Pro tip: Start with one workflow (like big discount approvals) before going all-in. Less chaos that way.

Who Gets Less Miserable

Sales Teams

Stop playing approval tag. Get notified when deals are greenlit via Slack/email. Real example: A SaaS company cut their sales cycle by 11 days by auto-routing approvals while reps slept.

Finance/Legal

No more surprise "Urgent!!" requests. All context lives in ApproveThis - contract terms, historical discounts, compliance checks. Audit trails auto-saved. GCs can approve from their phone without CRM access.

Ops People

Custom reports showing approval bottlenecks. Found out 72% of delays came from one department? Time for a chat with their VP.

Wait, This Isn't Just for Sales?

Nope. Creative agencies use this to approve client campaign changes tracked in Ricochet. Manufacturers auto-approve supplier leads under certain terms. Even schools use it for enrollment follow-ups. If it involves "Should we do this?" + "Do it fast", it works.

Common "Yeah, But..." Answers

"We have custom deal terms!" - So? Calculated fields handle complex approvals. Margin too low? Trigger extra checks.

"Our approvers are ancient!" - They get an email. Click approve. No logins. We've seen 73-year-old VPs master this in one try.

"Zapier's expensive!" - At ~$20/month to connect two critical systems? Cheaper than one wasted enterprise deal.

Bottom Line

ApproveThis + Ricochet via Zapier is for companies that are done with:

• Sales ignoring process "for speed"
• Finance being the bad guys
• Ops building reports no one reads

It's not magic. It's just removing the crap that makes approvals suck. Set it up in an afternoon. First month free. If it doesn't save you 20 hours? Cancel. But we both know how this ends.

Get Started Free or watch a 9-minute demo. No "strategy call" required.