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Romify Integration

ApproveThis manages your Romify Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Fast-Moving Leads Meet Faster Approvals

Let's be real - trade shows and conferences are where deals get made or lost. Your team's scanning badges, collecting leads, and trying not to spill coffee on the $5,000 conference booth. Meanwhile, back at HQ, someone's waiting to approve which leads get fast-tracked to sales. This is where ApproveThis and Romify turn chaos into a well-oiled machine.

Romify's AI captures lead details the moment someone scans a badge. ApproveThis handles the "what happens next" by automating approvals for sales follow-ups, special offers, or custom demo requests. Together via Zapier, they cut through the post-event bottleneck where hot leads go cold waiting for internal sign-offs.

Why This Combo Works (Besides Being Obvious)

Most event lead tools dump data into spreadsheets. Romify skips the spreadsheet shuffle by pushing leads directly to your CRM. But here's the kicker: Not every lead deserves the red carpet treatment. ApproveThis adds the critical filter of human judgment exactly when you need it.

Example: A Fortune 500 exec scans their badge at your booth. Your field team wants to send a custom proposal immediately. With this integration:

  1. Romify captures lead details
  2. Zapier triggers an ApproveThis request
  3. Your VP approves the special handling in two clicks

...All before the prospect finishes their next coffee.

Real-World Uses That Don't Suck

1. Qualifying High-Value Leads Before They Ghost

Marketing teams waste days manually sorting "tire kickers" from real opportunities. Connect Romify to ApproveThis to auto-flag leads that meet specific criteria (e.g., job title, company size) for instant approval to your premium sales track.

How it plays out:
Romify detects a CMO from a 1,000-employee company scans their badge → Zapier pings ApproveThis → Your sales director approves sending a VIP demo invite → Lead gets calendared within 90 minutes.

2. Approving On-Site Discounts Without the Awkward Pause

Event staff hate waiting for manager approval to offer discounts. With ApproveThis thresholds:

  • Discounts under 10% auto-approve
  • Anything higher triggers an instant approval request

Bonus: Approvers don't need Romify logins. Perfect for involving external partners or execs who shouldn't have full system access.

3. Stopping Bad Data at the Door

Romify's AI is good, but sometimes it misreads a scribbled business card. Use ApproveThis' calculated fields to flag entries missing key data (like mangled phone numbers) for human review before CRM import.

Setup That Takes Less Time Than a Conference Keynote

If you can forward an email, you can connect these tools:

  1. Create a Zapier account (free tier works)
  2. Choose Romify's "Lead Scanned or Edited" trigger
  3. Connect to ApproveThis' "Create Request" action
  4. Map Romify fields to ApproveThis templates (e.g., lead score → approval threshold)

Pro tip: Use ApproveThis' conditional logic to route requests. Example: Leads from healthcare companies go to your compliance team first; others go straight to sales.

Why Your Teams Will Actually Use This

Sales Teams

No more begging managers to approve hot leads at 9 PM. Approval thresholds let them auto-approve deals under $50K, escalating only the big fish. Plus, email approvals mean they can greenlight requests from their phone between sessions.

Marketing Ops

Finally prove event ROI by tracking which approved leads convert. ApproveThis' audit trail shows exactly who approved what lead handling – crucial when calculating CAC for trade shows.

Finance

They'll love the automatic spend controls. Example: ApproveThis can block any on-site discount over 20% unless the CFO approves. All without needing access to Romify itself.

The Nuts and Bolts You Care About

ApproveThis doesn't just pass along Romify data – it adds layers your team actually needs:

Vacation Delegation: Your key approver at a silent meditation retreat? Requests automatically reroute to their backup.

Real-Time Dashboards: See how many leads are pending approval, stuck in legal review, or ready for outreach. Color-coded because adulting is hard.

Approval Groups: Make 3 department heads debate a enterprise lead's handling... without the 2-hour meeting.

Common Objections (And Why They’re Wrong)

"But our current process works!"
Does it? How many 2023 conference leads are still sitting in someone's inbox?

"We don't need another tool."
Cool. Keep letting Sales waste 15% of their week chasing approvals manually.

"What if approvals slow us down?"
ApprovalThis is faster than your current "Slack someone and pray" method. Thresholds auto-approve 60-80% of requests based on your rules.

Bottom Line: Stop Leaving Money on the Convention Floor

Event leads are too expensive to lose to approval delays. Romify captures them; ApproveThis ensures the right people act fast. Together, they turn your next conference from a cost center into a pipeline machine.

Ready to stop the post-event approval circus? Book a 15-minute demo or start a free trial. Your future sales team (and your conference budget) will thank you.

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Integrate with Romify Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Romify

Suggested workflows (and their Zapier components) for Romify

Create approval requests for new lead changes

When a lead is scanned or edited in Romify, this automation creates an approval request in ApproveThis to streamline decision-making. It validates updated lead information and ensures timely follow-ups. *Note: Customize request details in ApproveThis as needed.*

Zapier Components

Romify Logo

Trigger

Lead Scanned Or Edited

Triggers when a badge or a business card is scanned or a lead is manually edited in Romify.

Action

Create Request

Creates a new request, probably with input from previous steps.