ApproveThis manages your Callingly Integration approvals.

When "Quick Approvals" Aren't Quick Enough

Let's be real: sales teams live or die by speed. But most approval processes? They move like molasses. By the time marketing gets sign-off on that urgent discount for a hot lead, the prospect's already on a demo with your competitor. Enter the ApproveThis and Callingly combo – it's like giving your approvals a double shot of espresso.

Why This Pairing Works Better Than Your Last Sales Contest

Callingly gets salespeople on the phone faster. ApproveThis gets decisions made faster. Together? They remove the two biggest bottlenecks in closing deals:

Callingly's Superpower:

Automates call routing so your team spends time talking to leads, not playing phone tag. But even the best auto-dialer can't help if your rep needs manager approval to offer that 15% upsell discount.

ApproveThis' Fix:

Bakes approvals directly into your sales workflow. No more digging through Slack threads or chasing down VPs in parking lots. Approvals happen where the work actually happens.

Real-World Scenarios (That Don't Involve Panicked Slack Messages)

Use Case 1: High-Stakes Deals That Can't Wait

Imagine this: Your SaaS company lands a lead from a Fortune 500 company. They need custom pricing approved today or the deal dies. With the integration:

• Callingly triggers an ApproveThis request when the lead hits "high priority" status
• Deal desk gets an email they can approve from their phone
• Once approved, the sales rep automatically gets a Callingly alert to ring the prospect

No status meetings. No "let me circle back". Just closed deals.

Use Case 2: Regulated Industries Made Less Painful

For financial services or healthcare companies, compliance isn't optional. A regional bank uses this setup:

• Loan officers log calls in Callingly
• Any call requiring follow-up documents triggers an ApproveThis checklist
• Compliance team reviews directly from email without needing loan software access

Auditors get their paper trail. Loan officers don't drown in paperwork. Everyone keeps their sanity.

Features You'll Actually Use (No Shelfware Here)

The Approval Stuff Sales VPs Geek Out Over:

ApproveThis isn't just about hitting "approve" faster. It's about smart approvals:

Threshold Rules: Automatically approve discounts under 10%, but escalate anything higher to the regional director. Because sometimes you want to bother the boss.

Vacation Coverage: CFO out golfing? Approval rights temporarily shift to their second-in-command. No more "waiting for Janice to return from Maui".

Callingly's Hidden Gems:

While you're probably using it for basic call routing, try these combos:

Approval-Based Calling: Set ApproveThis to auto-schedule Callingly reminders for unapproved leads older than 48 hours. Because stale leads are just sad.

Post-Call Paperwork: Automatically generate approval requests for contract changes discussed on calls. Perfect for those "while I have you..." moments with clients.

Setting This Up Without Involving IT (We Promise)

If you can build an IKEA desk, you can handle this Zapier setup:

1. Connect Callingly to Zapier (takes 2 minutes - here's the Zapier link)
2. Pick your trigger (new lead, completed call, etc.)
3. Map the key data points to ApproveThis
4. Test with a real lead (pro tip: use your CEO's number first to avoid awkwardness)

Whole thing takes less time than your daily standup meeting. And unlike those meetings, this actually produces results.

Who Benefits Besides Sales? (Spoiler: Everyone)

Finance Teams:

Get automatic audit trails for every pricing exception approved. No more end-of-quarter spreadsheet panic.

Legal Departments:

Set conditional approval chains for contract changes. Junior counsel handles standard clauses, only escalate the weird stuff.

Operations Managers:

See real-time approval bottlenecks. Turns out it's always Greg from accounting holding things up. Who knew?

The Elephant in the Room: Licensing Costs

Here's the kicker - approvers don't need a Callingly license. External partners, clients, or execs can approve directly via email without another software login. That alone saves most companies $2k-$5k/year in unnecessary seats. More money for the holiday party.

When Not to Use This Integration (Yes, Really)

This isn't magic fairy dust. If your sales process has more approvals than a Pentagon procurement, fix that first. But for teams drowning in "just one more sign-off" delays? This is your lifeline.

Ready to Stop Chasing Approvals?

Either you keep doing approvals the slow way, or you try something that actually works. We're biased, but the numbers don't lie - companies using this combo close deals 37% faster on average.

Get started with ApproveThis or book a 10-minute demo. Worst case? You save 6 hours/week. Best case? You finally hit that Q4 quota.

P.S. If you're still reading this, you've already spent more time than it takes to set up the integration. Just saying.