ApproveThis manages your MyDesk Integration approvals.

Why Your Sales Team Hates Your Current Approval Process

Let's be real - your sales team didn't sign up to chase down approvals in Slack threads or dig through email chains that look like a reply-all apocalypse. Meanwhile, your ops team is drowning in manual data entry between your CRM and whatever janky approval system you're Frankensteining together. That's where pairing ApproveThis with MyDesk changes the game.

MyDesk keeps your sales pipeline moving with its dead-simple CRM, while ApproveThis acts like the traffic cop for every decision that needs a green light. Connect them through Zapier, and you've just turned approval bottlenecks into automated handoffs that even your most spreadsheet-loving finance manager will appreciate.

What Happens When Approval Automation Meets CRM Data

These two platforms aren't just "playing nice" - they're covering each other's blind spots. MyDesk tracks the what (appointments, contacts, deals), while ApproveThis handles the who-should-sign-off-on-this and did-they-actually-do-it-yet. Together, they create closed-loop processes where:

• Every CRM action that needs oversight gets it automatically
• Approval statuses update CRM records without human babysitting
• External partners can approve things without CRM access

Take that consulting firm with 200 employees who needs client sign-offs on project changes. Their MyDesk tracks the engagement, ApproveThis handles getting approvals from people who've never even heard of MyDesk, and Zapier makes sure everyone's looking at the same numbers.

Real Workflows for Teams Who Actually Want to Hit Quota

1. Auto-Escalate Big-Ticket Appointments

When your AE books a $50k demo in MyDesk, ApproveThis checks:

• Does this prospect actually fit our ICP?
• Do we need legal to review the NDA?
• Should a VP jump on this call?

For a medical device distributor, this means compliance reviews happen before sales reps promise anything that'll make legal twitch. Approvers get emailed directly - no need for MyDesk licenses - and the deal either progresses or gets re-routed instantly.

2. Stop Ghosting New Contacts

Your SDR adds a Fortune 500 lead in MyDesk? ApproveThis immediately:

• Flags if the contact's role matches your buyer persona
• Pings the right sales manager for territory assignment
• Creates approval tasks if competitor ties exist

A commercial real estate firm uses this to prevent junior brokers from accidentally poaching accounts. Approval groups in ApproveThis ensure two partners sign off before anyone touches a sensitive lead.

3. Kill Zombie Deals in Your Pipeline

When ApproveThis approves a contract renewal, MyDesk automatically:

• Creates follow-up tasks for CSMs
• Updates opportunity stages
• Triggers discount approval workflows if needed

An enterprise SaaS company eliminated $120k in stale deals last quarter by auto-archiving anything that didn't get approved within SLA. Their sales ops lead now sleeps past 6 AM.

Setup That Doesn't Require an IT Degree

If you can make a Zapier account (free tier works), you're qualified:

1. Connect MyDesk and ApproveThis in Zapier (takes 2 minutes)
2. Pick a trigger - like "New Appointment" in MyDesk
3. Map critical fields: Deal size > Approval threshold, Contact info > Approver email
4. Test with a $1 deal to see approvals flow

Pro tip: Use ApproveThis' calculated fields to auto-route requests. Example: If MyDesk shows a deal size over $25k, ApproveThis adds the CFO to the approval chain without you lifting a finger.

Who Actually Benefits From This Mashup?

Sales Leaders

Your reps stop guessing who needs to approve discounted deals. Custom workflows in ApproveThis enforce approval matrices based on MyDesk data - deal size, product mix, customer tier. Plus, real-time dashboards show exactly where bottlenecks are forming.

Operations Teams

Auto-create MyDesk companies when ApproveThis requests come in. Example: A logistics company automatically generates client records when procurement approvals happen, syncing contract details without double entry.

Finance & Legal

Approval thresholds in ApproveThis mean small contracts auto-approve, while big ones get flagged. Vacation delegation ensures someone always picks up the slack - no more "Waiting on Karen from Legal" statuses because she's trekking in Nepal.

But Wait - There's Actual Substance

This isn't just about moving data between apps. The combo solves real headaches:

Audit Trails That Don't Suck

Every MyDesk activity tied to an approval has a timestamped record in ApproveThis. When compliance asks who approved that non-standard SLA, you're not scrambling through deleted Slack messages.

External Approvals Without the Security Nightmare

Client needs to sign off on a proposal? Send them an ApproveThis link that works without giving them MyDesk access. They click approve, MyDesk auto-updates the opportunity stage, and your deal desk gets notified - all without exposing your CRM.

Scenario Planning That Works

Run "what if" approval scenarios directly from MyDesk data. Example: A manufacturing rep can simulate approval paths for bulk orders using ApproveThis' conditional logic before even submitting the request.

The Part Where We Tell You What to Do Next

If you're manually bridging approvals between your CRM and... well, anything:

1. Grab an ApproveThis trial (takes 3 minutes)
2. Pick one high-friction approval process to automate with MyDesk
3. Use the pre-built Zapier templates to connect them

Or, if you'd rather have someone show you the ropes, book a 12-minute demo where we'll map out your messiest approval process and automate it live.

FAQ for the Skeptics

"We have custom approval rules - will this break them?"

ApproveThis handles multi-step approvals with conditional logic. If your rules can be written down, they can be automated. We've seen everything from "Require 3 VP signatures for deals over $1M" to "Only approve marketing spend if the campaign targets these verticals."

"Our approvers barely check email - how's this better?"

ApproveThis sends reminders, escalates stale requests, and lets approvers delegate when they're OOO. Plus, you can set up SMS notifications if email isn't cutting it.

"What if we need to change approval flows later?"

Update the workflow in ApproveThis once, and it applies to all future MyDesk triggers. No need to beg IT for help or redo Zaps every time your approval matrix changes.