ApproveThis manages your Comdesk Lead Integration approvals.

When Phone Leads Meet Paperwork Headaches

Let's be real - sales teams live for the adrenaline rush of new leads popping up. But nothing kills momentum faster than waiting for three managers to approve a discount, a demo request, or a custom proposal. Meanwhile, your competitor's already scheduling follow-ups.

Comdesk Lead handles the phone side beautifully as a CTI (Computer Telephony Integration) tool. But when every lead or appointment needs sign-off from finance, legal, or senior staff? That's where ApproveThis comes in. We're the duct tape that holds your sales process together when approvals threaten to slow things down.

Why This Combo Works Better Than Your Current Setup

Comdesk Lead tracks calls, captures lead data, and manages appointments. ApproveThis handles the "get five people to say yes" part. Together through Zapier, they create a closed-loop system where:

• High-value leads automatically trigger approval workflows
• Deal-specific requests (discounts, custom terms) route to the right stakeholders
• Every "yes" or "no" gets logged in both systems

Best part? Approvers only need ApproveThis access - no extra Comdesk licenses required. Perfect for involving external partners or execs who shouldn't have full CRM access.

Three Ways This Integration Actually Solves Real Problems

1. No More "Who Approved That Discount?"

The Scenario: Your sales rep offers a 20% discount to close a lead from Comdesk. Finance needs to approve it, but the VP of Sales is traveling.

How It Works: When Comdesk flags a lead with "discount requested" status, ApproveThis:

• Routes the request to Finance first
• If approved, automatically escalates to VP's delegate (thanks to vacation rules)
• Updates Comdesk with the decision and terms

Who Cares: Mid-market SaaS companies where deal sizes require checks but speed matters.

2. Escalating Hot Leads Without the Tagging Chaos

The Scenario: A lead comes in via Comdesk that's perfect for Enterprise sales - but your SDR team isn't cleared to handle those.

How It Works: Using ApproveThis' calculated fields:

1. Comdesk lead score triggers an approval threshold
2. Request auto-routes to Enterprise Sales Director
3. If no response in 2 hours, escalates to CRO

Who Cares: Companies with segmented sales teams (SMB vs Enterprise) where lead handoffs often drop the ball.

3. Approving Demo Resources Like Adults

The Scenario: Requesting a custom demo environment for a lead requires IT, Product, and Sales sign-offs.

How It Works: Comdesk appointment data kicks off a parallel approval flow in ApproveThis where:

• IT approves resource allocation
• Product OKs using unreleased features
• Sales confirms deal potential

Who Cares: Tech companies where demo environments are costly or require specialized setup.

Why Your Finance Team Will Secretly Love This

Approval thresholds mean they only see deals that exceed predefined discounts or risk levels. Automatic rules:

• Approve 10% discounts instantly
• Flag 10-15% for manager review
• Escalate 15%+ to CFO

Plus, every approved/denied request in ApproveThis syncs back to Comdesk Lead activities. Auditors get a clear paper trail without digging through emails.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect Comdesk Lead to ApproveThis:

1. Zapier Account: Free tier works
2. Comdesk Trigger: Pick an event (new lead, appointment, etc.)
3. ApproveThis Action: Map Comdesk data to approval fields
4. Test: Create a test lead and watch approvals flow

Pro Tip: Use ApproveThis' calculated fields to auto-flag high-priority requests. Example: "If lead score > 90, add 'Priority' tag and notify CRO."

What You’re Really Buying Here

This isn't about software - it's about removing the 37 back-and-forth emails required to get anything approved in a mid-sized company. It's for:

• Sales Ops: Who are tired of being human routers
• Finance: Who want guardrails without being bottlenecks
• IT: Who need paper trails for compliance audits

And yes, it works if you have approvers in different time zones, departments, or companies. No more "I didn't get the email" excuses.

Cool Features You’ll Actually Use

Beyond basic approvals, this combo lets you:

• Auto-approve repeat requests: If a lead matches past approved deals, skip the line
• Dynamic routing: Send retail leads to Bob, enterprise to Susan
• Approval analytics: Find out which VP delays every request

And because it's all via Zapier, you can plug in Slack, Teams, or carrier pigeons if needed.

When This Makes Sense (And When It Doesn’t)

Good fit if:

• Your sales team handles 50+ leads/month
• Deals require 2+ approvals
• You have external partners involved in deals

Bad fit if:

• One person approves everything anyway
• Your "sales process" is a Google Sheet

Getting Started Without the Sales Pitch

Try it free: ApproveThis offers a 14-day trial. Pair it with your existing Comdesk Lead account (visit site).

Or book a 20-minute demo where we'll:

• Map your current approval mess
• Build one automation live
• Show you how to annoy colleagues less

Either way, stop letting approvals be the reason deals stall. Your future self (and sales team) will thank you.