ApproveThis manages your Leapon Integration approvals.

When Relationship Management Meets Approval Muscle

Let's get real - nobody got promoted because they were great at chasing down email approvals. But companies with 50-5,000 employees lose about $50k annually per manager in approval-related productivity losses. That's the dirty secret Leapon and ApproveThis are teaming up to fix.

Leapon's digital business cards and relationship tracking give your team the "who" and "how" of client interactions. ApproveThis handles the "yes" or "no" without the meeting-about-a-meeting BS. Connect them through Zapier, and you've got a system where new client relationships automatically trigger tailored approval workflows - no manual handoffs, no spreadsheet trackers, no "did you see my Slack?"

Why This Combo Doesn't Just Work - It Works Different

Most approval tools treat every request like a TPS report needing cover sheets. ApproveThis adds context-aware muscle:

For Leapon Users:

When a sales rep adds a new enterprise client in Leapon, ApproveThis can:

• Auto-route legal review based on contract value thresholds
• Require CMO sign-off for clients in regulated industries
• Calculate discount approval tiers in real-time

The License Advantage

Here's the kicker: ApproveThis approvers don't need Leapon logins. Your legal team reviews contracts without cluttering your Leapon seat count. External partners approve NDAs without getting access to your entire client list. It's like giving someone a key to your filing cabinet without handing over the whole office.

Real Workflows for Teams That Actually Ship

Use Case 1: The High-Velocity Sales Team

Marketing agency win: When a AE adds a new $150k retainer client in Leapon, ApproveThis:

1. Checks if client is in restricted vertical (adtech, crypto)
2. Routes to legal if contract has non-standard clauses
3. Requires CFO approval for payment terms > net 30

Old process: 3-5 business days of Slack pings. New reality: 8-hour median approval time.

Use Case 2: The Compliance-Conscious Services Firm

IT consultants dealing with healthcare clients use Leapon to track stakeholder relationships. ApproveThis adds:

• Automatic HIPAA compliance checklist review
• Data processing agreement escalation paths
• Client-specific NDA archival

Approval groups ensure infosec, legal, and delivery leads all touch high-risk deals without creating bottleneck.

Setting This Up Without the Usual IT Circus

Zapier's the glue here. Three steps even your non-devops team can handle:

1. Create trigger in Leapon for new clients/team clients
2. Map Leapon fields to ApproveThis template (client type, contract value, etc.)
3. Set approval rules based on those values (thresholds, required reviewers)

Pro tip: Use ApproveThis' calculated fields to auto-flag deals needing special handling. Example: If Leapon shows a "government" industry tag + contract value >$75k, route to federal contracts lead automatically.

Department-Specific Wins

Sales Ops Teams

Stop being the approval police. Set rules where:

• Enterprise deals auto-escalate on Fridays at 4PM
• Renewals under 10% price increase get auto-approved
• Deals with custom SOWs notify delivery leads early

Finance Teams

Finally enforce those discount policies without being the bad guys:

• 15%+ discounts require regional VP approval
• Multi-year deals get automatic NPV calculations
• Payment plans exceeding terms trigger credit checks

Legal Teams

Reduce review fatigue with:

• Auto-approve standard MSAs
• Flag contracts with indemnification clauses
• Assign outside counsel access without Leapon licenses

Features You'll Actually Use (No Shelfware Here)

Vacation Delegation That Doesn't Suck

When your CRO is off hiking the Andes, ApproveThis:

• Auto-reassigns approvals to deputy
• Resumes original routing post-trip
• Maintains full audit trail (who approved what when)

Email Approvals for External Partners

Vendors, clients, or auditors can approve via email without:

• Creating yet another portal login
• Seeing unrelated deal details
• Learning new software

Common Questions (From Real Buyers)

"What If We Need to Override a Decision?"

ApproveThis keeps full version history. Founders can greenlight a deal legal rejected? Audit trail shows who approved what, when, and why.

"How Does This Work With Our Existing Stack?"

ApproveThis sits between Leapon and your core systems. Approved deals auto-sync to Salesforce/NetSuite via existing Zaps. Rejected ones trigger Leapon status updates.

"What About Security?"

ApproveThis is SOC 2 compliant. Role-based access means junior staff can't see exec-level approvals. Two-factor auth optional but recommended.

Getting Started (Without the Sales Kabuki Theater)

Try it free for 14 days - no "discovery call" required. Our engineers actually documented the setup process:

1. Create ApproveThis account
2. Connect Leapon via Zapier
3. Build first workflow in < 20 mins

Or book a 15-minute demo to see how other scaling teams use the integration. Either way, you'll know within a day if this solves your approval headaches.

Schedule a no-BS demo | Start free trial

The Bottom Line

Companies between 50-5,000 employees don't have time for "innovation theater." This integration works because it:

• Eliminates approval bottlenecks without adding bureaucracy
• Keeps external partners in the loop without exposing sensitive data
• Provides audit trails that actually satisfy compliance teams

In the time it took to read this article, ApproveThis could've processed 42 client approvals automatically. How many did your current system handle?