ApproveThis manages your CRM People Integration approvals.

When Approval Management Meets Sales Pipeline Control

Let's get real - sales teams hate paperwork, finance teams hate chasing people, and everyone hates approval bottlenecks. That's where pairing ApproveThis with CRM People gets interesting. We're talking about connecting the dots between your deal flow and decision-making without the endless email chains.

CRM People keeps your sales pipeline moving. ApproveThis keeps decisions from getting stuck. Together? They create a closed-loop system where approvals happen where the work actually gets done. No more switching between 12 tabs to beg someone to sign off on a discount. No more losing deals because legal took three days to review a contract.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit this sweet spot where processes matter but bureaucracy hasn't completely taken over. That's where these two tools shine:

• CRM People handles the customer-facing stuff - deals, meetings, activities
• ApproveThis manages the internal gatekeeping - budgets, contracts, exceptions

The magic happens through Zapier - no coding required. When something needs approval in CRM People, ApproveThis handles the dirty work. When something gets approved, CRM People keeps the pipeline moving. Rinse and repeat.

Real-World Scenarios That Don't Suck

1. Lost Deal Autopsies That Actually Prevent Repeat Failures

Here's how it works: When a deal goes sideways in CRM People, ApproveThis automatically kicks off a review process. Sales managers get to approve post-mortem analyses before the team moves on to the next opportunity.

Example: A SaaS company loses a $150k enterprise deal. The AE tries to shrug it off. Instead, the integration automatically:

• Creates an approval request with deal details
• Routes it to Sales Ops + CFO
• Triggers a coaching session if approved

Key detail: Approvers don't need CRM People licenses. External consultants or finance folks can weigh in without you buying extra seats.

2. Approval-to-Deal Handoffs That Don't Drop the Ball

Flip the script: When ApproveThis greenlights a special pricing request, CRM People automatically creates the deal. No manual data entry. No "I thought you were handling that" moments.

Who benefits:

Sales Teams: Stop babysitting approvals
Finance: Enforce discount thresholds automatically
Operations: Maintain clean pipeline data

Pro tip: Use ApproveThis' calculated fields to auto-approve discounts under 5% but escalate bigger requests. Your CFO will sleep better.

3. Meeting Scheduling That Doesn't Waste Everyone's Time

New approval request in ApproveThis? Zapier automatically books a sync meeting in CRM People. But here's the twist - it only happens when:

- The request hits $50k+
- Two approvers disagree
- Legal needs to review

Smart delegation via ApproveThis' vacation rules means you'll never get stuck waiting for someone's OOO reply to schedule the damn meeting.

Setup That Won't Make You Rage-Quit

Three steps even your least techy sales rep can handle:

1. Connect both apps in Zapier (takes 2 minutes)
2. Pick your triggers ("Lost deal" in CRM People → "Create request" in ApproveThis)
3. Set approval rules once in ApproveThis (they'll apply to all connected Zaps)

Pro move: Use ApproveThis' conditional logic to route CRM People activities differently based on deal size, region, or product line.

Why This Beats Native CRM Approvals

CRM People's built-in approvals work for simple "yes/no" scenarios. But when you need:

- Multi-team signoffs (Sales + Legal + Finance)
- Automatic escalation paths
- Approval tracking that doesn't disappear when reps leave

...that's where ApproveThis picks up the slack. Plus, you get email approvals for external partners who shouldn't have full CRM access.

Teams That Actually Benefit (No Fluff)

Sales Leaders

Stop being the approval bottleneck. Set rules for discounts/contracts in ApproveThis, then let reps focus on selling. Real-time tracking means you can see approval statuses without micromanaging.

Finance Teams

Enforce spending rules without playing cop. Approval thresholds automatically flag overspending. Calculated fields verify margins before deals even reach your inbox.

Operations Managers

Maintain process control as you scale. Vacation delegation ensures approvals don't stall when people are out. Audit trails cover you for compliance reviews.

Objections We Anticipate (And Shut Down)

"We already have CRM approvals."
Cool. Now add legal review, finance signoff, and automatic deal creation without custom coding.

"Our process is too complex."
Good. ApproveThis handles 7-step approvals with conditional branching. CRM People just executes the final decision.

"We don't want another tool."
Your approvers don't need another login. Email approvals work, and you're already using Zapier.

Bottom Line for B2B Teams

If your sales pipeline involves more than two approval steps, you're either:

A) Losing deals to faster competitors
B) Wasting hours on manual follow-ups
C) Both

ApproveThis + CRM People via Zapier fixes this by turning approvals into automated checkpoints rather than productivity black holes.

What To Do Next

1. Grab an ApproveThis trial
2. Connect it to CRM People in Zapier
3. Automate one approval process this week

Or book a 15-minute demo to see how other B2B teams cut approval times by 60%.