ApproveThis manages your CoPilot AI Integration approvals.

Let’s cut to the chase: approvals slow things down. Especially in sales. You’ve got leads popping up, meetings getting booked, and replies flooding in – but everything grinds to a halt waiting for someone to click "approve." That’s why pairing CoPilot AI’s lead-generating muscle with ApproveThis’s approval automation is like giving your sales team nitro boosters. No more chasing down managers in Slack or letting hot leads go cold.

Why This Combo Works (When Most Tools Don’t)

CoPilot AI finds you leads. ApproveThis gets them approved. Together, they turn “Hey, should we talk to this company?” into a done deal before your competition finishes their morning coffee. Here’s the kicker: approvers don’t need a CoPilot license. Your client’s CFO? Your legal team? They can review everything via email while keeping your CRM data locked down. No extra seats, no logins, no “I forgot my password” delays.

Three Ways This Integration Actually Solves Real Problems

1. Killing Bottlenecks on New Leads

Picture this: CoPilot AI identifies a Fortune 500 company showing intent signals. Normally, your AE would have to beg three VPs for approval to pursue. With the integration? The moment that lead connects, ApproveThis:

• Checks deal size against your approval thresholds
• Routes it to the right stakeholders (sales director > CFO > CRO)
• Slaps a 24-hour expiry timer on the request

Who This Helps: Marketing agencies running ABM campaigns. If you’re targeting enterprise accounts, waiting 48 hours for internal sign-offs means losing deals to faster competitors. Auto-escalation ensures big fish get prioritized.

2. Turning Email Ping-Pong Into Process

When a lead replies “Interested” at 2 AM, your SDR shouldn’t be stuck waiting until 9 AM for manager approval to send a proposal. The integration auto-creates an approval request with:

• Full email thread history
• Lead scoring data from CoPilot
• Pre-filled deal terms based on your playbook

Real-World Use: SaaS companies with freemium models. When a free user asks about enterprise pricing, conditional logic routes it to sales engineering if technical questions exist, or straight to sales ops for standard contracts.

3. Meeting Approvals That Don’t Waste Time

Your AE books a demo with a startup. Normally, they’d need VP approval to allocate resources. With the integration:

CoPilot triggers ApproveThis to check:

• Is this vertical on our approved list?
• Does the lead match our ICP filters?
• Which demo engineer has bandwidth?

Perfect For: Companies with complex sales cycles (think medical devices or enterprise software). Legal needs to vet NDAs, product teams confirm capability alignment – all before the first Zoom call.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these tools. Here’s the drill:

1. Open Zapier (you’re using it already, right?)
2. Pick a CoPilot trigger – new lead, reply, or meeting
3. Map critical fields to ApproveThis: lead score, contact info, deal size
4. Set approval rules in ApproveThis (thresholds, approvers, SLA timers)
5. Test with a fake lead – we both know you’ll skip this, but don’t

Pro Tip: Use ApproveThis’s calculated fields to auto-flag deals needing legal review. If CoPilot shows a lead from a regulated industry? Approval workflow adds your compliance officer automatically.

Who Actually Benefits (Spoiler: Everyone)

Sales Teams

No more “I’ll approve it after my vacation.” ApproveThis’s vacation delegation reassigns requests instantly. Your AE closes deals instead of playing calendar Tetris.

Marketing

Ran a webinar with 500 signups? ApproveThis filters leads using CoPilot’s engagement data. Only high-fit contacts get sales follow-up. No more angry SDRs drowning in junk leads.

Operations

Track approval metrics in real dashboards. Spot bottlenecks (“Why does finance take 3 days to approve $50K deals?”) before they torpedo your quarter.

The Bottom Line

CoPilot AI finds opportunities. ApproveThis stops them from dying in committee. Together, they turn your sales process from a leaky bucket into a scalpel.

If you’re still manually forwarding emails for approval, you’re not just slow – you’re paying reps six figures to chase signatures instead of closing. Fix that.

Get ApproveThis | Zapier Integration Docs | CoPilot AI Details

Ready to stop losing deals to approval delays? Book a 10-minute demo or start a free trial. Your future self (and your sales team) will thank you.