ApproveThis manages your Scan2Lead Integration approvals.

When Lead Capture Meets Approval Automation

Let's paint a familiar picture: Your team just crushed it at a major trade show. Hundreds of badges scanned. Dozens of business cards collected. Now what? Those leads are sitting in Scan2Lead like unprocessed gold while your sales team argues about who follows up first. Enter ApproveThis - the missing link that transforms lead capture into actionable pipeline.

This integration isn't about replacing your existing tools. It's about adding guardrails to the post-event madness. Scan2Lead gets the leads into your system. ApproveThis ensures the right people review, prioritize, and assign them before your sales team starts dialing. No more duplicate outreach. No more unqualified leads clogging the funnel.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees face the same problem: processes that worked at 50 people become bureaucratic nightmares at 500. The Scan2Lead/ApproveThis integration hits the sweet spot:

• Marketing Teams: Stop chasing approvals for event follow-up budgets
• Sales Leaders: Automatically route high-value leads to your closers

Here's the kicker: ApproveThis approvers don't need Scan2Lead licenses. Perfect for involving external partners or execs who just need to approve/deny, not fiddle with your CRM.

Real World Use Cases That Actually Matter

The Trade Show Triage

Picture this: A medical device company scans 300 badges at a conference. Their ApproveThis workflow automatically:

1. Flags leads from hospitals with existing contracts
2. Routes new prospects to regional sales managers
3. Pushes $50k+ opportunity alerts straight to the VP

All before the team unpacks their booth. This isn't hypothetical - it's using ApproveThis' calculated fields and approval thresholds with Scan2Lead's real-time scanning data.

Business Card Black Hole Fix

Marketing agencies love this one: Every scanned business card triggers an approval request showing:

• Lead source (which event/client they came from)
• Budget estimate from calculated fields
• Conflict check against current clients

Partners approve/deny right from their inbox. No more accidental poaching of Client A's contacts.

Setting Up Without the Headache

Here's the beauty of using Zapier - you're live in 20 minutes:

Step 1: Create Zap trigger for "New Scan" in Scan2Lead
Step 2: Map these fields to ApproveThis:
- Lead score
- Event source
- Scan timestamp
Step 3: Set approval rules (we'll get to that)
Pro Tip: Use ApproveThis' calculated fields to auto-flag leads meeting your criteria (like "Fortune 500 companies" or "Budget > $100k")

Features You'll Actually Use

Approval Thresholds That Work While You Sleep

Set rules like:
"Auto-approve leads from existing clients"
"Escalate any lead with 'urgent' in notes to CRO"
This isn't just about speed - it's about consistency. Your trade show team in Berlin follows the same rules as the crew in Austin.

Email Approvals That Don't Suck

Executives can approve/deny from their phones without:
- Logging into yet another system
- Remembering new passwords
- Seeing fields they don't care about
Bonus: Vacation delegation automatically reroutes approvals so deals don't stall.

Department-Specific Wins

For Sales Ops:

Finally prove which events drive real pipeline. ApproveThis tracks:
- Time to approval
- Approval/rejection rates by lead source
- Escalation patterns
Translation: Hard data to optimize next year's event budget.

For Finance Teams:

Every approved lead triggers:
- Automatic opportunity creation in your CRM
- Budget allocation tracking
- Contract review workflows
All while maintaining separation of duties. Joe in AR doesn't see pipeline data, just approval requests relevant to his role.

Common Objections (And Why They're Wrong)

"We already have a CRM workflow"
Cool. So do we. This sits on top of it. ApproveThis handles the human decision points before dumping garbage leads into your precious Salesforce instance.

"Our people can just forward emails"
Sure. And you can also hand-carve each lead into stone tablets. Automating the approval chain reduces follow-up time from days to hours. Your sales team will kiss you.

When to Steer Clear

This integration isn't magic fairy dust. Don't bother if:
- Your "big event" is 10 people at a local meetup
- You have zero compliance/approval requirements
- You enjoy manually updating spreadsheets at midnight
For everyone else? It's time to upgrade from "capturing leads" to "activating pipeline."

Getting Started Without the BS

Here's your playbook:
1. Grab an ApproveThis trial
2. Connect to Scan2Lead via Zapier (seriously, it's 3 clicks)
3. Set up one approval workflow for your next event
4. Watch sales stop complaining about lead quality

Prove it works with a small team first. Then roll out to the entire org when you look like a hero.

The Bottom Line

Scan2Lead solves the "how" of lead capture. ApproveThis solves the "who cares." Together, they ensure:
- No lead dies in someone's inbox
- Every opportunity gets proper scrutiny
- Your event ROI becomes actually measurable
The best part? You're not building some complex system. You're connecting tools that already work - just making them work smarter.

Book a demo and we'll show exactly how other teams cut their lead-to-approval time by 73%. Or keep doing things manually and wonder why your competitors are closing deals faster. Your call.