ApproveThis manages your immedio Forms Integration approvals.

When Form Meets Function

Let's be real - most companies treat approvals like a game of telephone crossed with paperwork Jenga. Someone fills out a form. It gets lost in someone's inbox. Finance needs to sign off but Legal wants revisions. Meanwhile, your campaign launch date slips, that hot lead cools off, and everyone's wondering why simple requests take weeks.

That's where ApproveThis and immmedio Forms come in. We're not saying it's magic, but connecting these two through Zapier is about as close as you'll get to making approval bottlenecks disappear. Here's why teams between 50-5,000 employees are ditching the approval anxiety:

The Approval Superpower You Didn't Know You Needed

immedio Forms handles the data capture - whether it's post-webinar surveys, vendor onboarding docs, or sales lead details. ApproveThis handles the "now what?" part. Together through Zapier, they create closed-loop processes where:

• Form submissions automatically trigger approval workflows tailored to your rules
• Approvers can say yes/no directly from email without logins or licenses
• Everything's tracked in one place before it becomes a frantic Slack search

Take a healthcare tech company we worked with. Their compliance team was drowning in manual form reviews. Now? Patient intake forms from immmedio trigger multi-layer approvals in ApproveThis. Legal gets first look, then regional managers, then CRM entry - with automatic escalation if anyone sits on it too long. Approval time dropped from 11 days to 38 hours.

Real Use Cases That Don't Suck

1. Marketing Teams: Stop Guessing, Start Launching

Imagine your webinar sign-up form does more than collect emails. With this integration:

Problem: Your demand gen team uses immmedio for post-event surveys. But every promo offer needs three sign-offs before going live.

Fix: Zapier auto-creates ApproveThis requests with survey data. Product Marketing approves the offer terms, Legal checks compliance, Finance confirms budget - all with calculated fields that auto-flag if discounts exceed 25%.

Real result: A retail company reduced promo approval cycles from 2 weeks to 3 days during peak season, with automatic rejection of non-compliant offers.

2. Sales Ops: From Lead to Pipeline Without the Papercuts

Your AE submits a custom deal request through immmedio. Instead of CC'ing six execs:

What happens: ApproveThis routes based on deal size. <$10K? Auto-approved with manager FYI. $10-50K? Requires director + finance. >$50K? Triggers a round-robin C-level review with strict SLA reminders.

Pro tip: Use approval thresholds to stop wasting time on small fries while keeping big deals compliant.

3. Operations: Vendor Onboarding That Doesn't Make You Hate Your Job

New supplier form in immmedio? Cue the approval orchestra:

- Procurement checks certifications
- Legal reviews contracts
- Department head allocates budget
Killer feature: Vacation delegation automatically reroutes approvals if someone's OOO. No more "Sorry, I was at Burning Man" excuses.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these tools:

1. Zapier account: Free tier works, but paid lets you go faster
2. Pick your trigger: New immmedio form/lead/note
3. Map fields: Connect form data to ApproveThis request templates
4. Set approval rules: Who approves what, in which order, with which conditions

Pro move: Use ApproveThis' calculated fields to auto-approve requests under $500 or flag submissions missing required docs.

Why This Isn't Just Another Integration

Most approval tools treat every request the same. Not here. Combining immmedio's flexible forms with ApproveThis' conditional logic means:

For HR: Employee reimbursement forms under $200 get instant approval, others require manager + payroll review

For Healthcare: Patient intake forms route based on insurance type and treatment codes

For Manufacturing: Equipment repair requests prioritize based on downtime cost calculations

And because approvers don't need immmedio licenses, you can loop in clients or contractors without budget drama.

The Bottom Line (No Fluff)

Companies using both tools report:

• 70% fewer "Did you approve that?" follow-up emails
• 45% faster approval cycles on average
• 100% less desire to throw laptops out windows

But here's the real kicker - this isn't about replacing human judgment. It's about eliminating the busywork so your team can focus on decisions that actually matter.

Ready to Stop Being a Approval Janitor?

If you're still manually routing form submissions through email chains, we've got bad news - it's 2024. The combo of immmedio Forms and ApproveThis via Zapier gives you:

- Custom workflows that actually fit how you work
- Approval logic that adapts to changing needs
- Visibility that keeps execs off your back

Best part? You can try it risk-free. Book a 15-minute demo and we'll show exactly how to automate your messiest approval processes. Or start a free trial and connect your first Zap in under 10 minutes.

Because life's too short for approval purgatory.