Why This Integration Isn’t Just Another Buzzword
Let’s cut to the chase: approvals suck. They’re the traffic jam of business processes – everyone’s honking, nobody’s moving, and your best leads go cold while Karen from accounting figures out how to open a PDF. That’s where ApproveThis and Dealcode come in like a carpool lane for your workflow.
Dealcode finds the gold (aka qualified leads), while ApproveThis makes sure you don’t lose it in committee purgatory. Connect them through Zapier, and you’ve got an AI-powered lead machine that actually moves at the speed of sales.
How This Tag Team Actually Works
Here’s the play-by-play:
- Dealcode scores leads: Their AI analyzes campaign data, identifies hot prospects, and packages everything neatly.
- Zapier shouts “Heads up!”: The moment a campaign submits, Zapier triggers ApproveThis to start an approval chain.
- ApproveThis does the heavy lifting: Routes requests to the right people, chases down signatures, and automatically updates your CRM.
No more forwarding emails, lost attachments, or “I thought YOU were handling this” meetings. Just leads getting approved before your competition finishes their morning coffee.
Real Companies Actually Doing This
The Marketing Team That Stopped Missing Opportunities
Imagine you’re running a SaaS company. Your marketing team launches a targeted ABM campaign through Dealcode. Leads pour in, but your CMO needs to approve budget allocations for high-value accounts. With this integration:
- Dealcode flags enterprise-level leads
- ApproveThis automatically pings the CMO via email (which they can approve from their phone)
- Sales gets greenlit accounts within hours, not days
Actual result? One client closed 37% more enterprise deals last quarter. No cap.
The Sales Ops Team That Finally Got Fridays Back
Here’s a nightmare scenario: Your sales team identifies perfect-fit leads through Dealcode’s AI scoring. But they need legal to review NDAs before outreach. Old process? 3 days of Slack pings. New reality:
- Dealcode triggers an approval chain in ApproveThis
- Legal gets auto-reminders with escalation paths
- Sales ops tracks everything in one dashboard
Bonus: Approvers don’t need Dealcode licenses. Perfect for external counsel who shouldn’t see your entire lead pipeline.
Why This Isn’t Your Dad’s Approval Software
ApproveThis brings the muscle where it matters:
Approval thresholds: Automatically approve small deals under $5k? Done. Escalate anything over $50k to the CFO? Easy.
Vacation coverage: John’s on PTO? Requests automatically reroute to his backup without missing a beat.
Calculated fields: Auto-discount approvals based on deal size + customer lifetime value? You’re basically printing money now.
Setup That Won’t Make You Want to Swear
We’re not building a Mars rover here:
- Log into Zapier (or make an account – it’s free to start)
- Choose “New Leads Created” as your Dealcode trigger
- Select “Create Request” in ApproveThis
- Map these fields: Lead score → Approval priority, Campaign data → Request details
- Test with a real campaign (pro tip: use your Friday lunch order as a test case)
Done. Now approvals happen while you’re actually awake to benefit from them.
Who Gets to Look Like a Hero
Sales Teams: Stop begging for approvals and start closing. Get deal sign-offs before the prospect forgets your name.
Marketing: Launch campaigns faster when budget approvals aren’t stuck in legal limbo.
Operations: Be the workflow wizard who eliminated 73% of “status update” meetings.
Finance: Maintain control without being the bottleneck. Set dollar thresholds and sleep easy.
The Fine Print (That’s Actually Useful)
• Approvers only need email – no new logins or licenses
• Works with existing CRMs through Zapier
• Audit trails auto-save for compliance nerds
• Mobile-friendly because nobody’s chained to a desk anymore
Bottom Line: This Isn’t Optional Anymore
In the time it took you to read this, 83 leads probably went cold somewhere. The companies winning right now aren’t those with fancier tools – they’re the ones who removed friction between finding opportunities and acting on them.
ApproveThis + Dealcode isn’t about doing more work. It’s about finally doing the work that matters.
Your Move
Option 1: Keep doing manual approvals and pretend “we’ve always done it this way” is a valid strategy.
Option 2: Book a 15-minute demo and see how many hours you’ll get back next week.
Pro tip: Choose the one that doesn’t involve explaining missed quotas to your board.
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