ApproveThis manages your Leadiful Integration approvals.

When Approvals Meet Action

Modern sales teams face a critical gap: the space between securing internal approvals and acting on qualified leads. Marketing teams waste days waiting for budget sign-offs on campaigns. Sales reps lose momentum when contract approvals stall. Operations teams drown in manual follow-ups. This disconnect costs revenue.

ApproveThis and Leadiful close this gap through Zapier-powered automation. Where Leadiful accelerates lead generation and campaign execution, ApproveThis brings structure to the decision-making that fuels these actions. Together, they create a closed-loop system where approvals directly trigger revenue-generating activities – and vice versa.

Why This Integration Changes the Game

Leadiful excels at capturing leads and managing campaigns, but lacks native approval workflows. ApproveThis specializes in routing decisions, but isn't a CRM. Through Zapier, they exchange exactly what each needs:

For Marketing Teams

Launch campaigns faster by auto-routing Leadiful campaign drafts for budget approval in ApproveThis. Example: A SaaS company triggers an approval workflow whenever their Leadiful campaign exceeds $5K, automatically notifying the CMO via email. Approval? The campaign goes live instantly. Denial? It’s rerouted to a junior budget tier.

For Sales Operations

Turn approved contracts into immediate action. When legal approves a custom deal in ApproveThis, Zapier auto-creates a high-priority lead in Leadiful for onboarding. No more dropped handoffs between departments.

Key Differentiator

External partners (agencies, clients) can approve requests via email without needing Leadiful logins. A manufacturing client approves production changes in ApproveThis, which auto-updates Leadiful to notify their account manager – all without giving suppliers CRM access.

Real-World Workflows

1. Campaign Approval Automation

The Problem: Marketing teams using Leadiful often bottleneck at leadership sign-offs. Manual email threads delay launches and obscure version control.

The Fix: Connect Leadiful's Get Campaigns trigger to ApproveThis' Create Request action. When any campaign draft exceeds your budget threshold (set in ApproveThis), it routes to stakeholders with:

• Auto-calculated ROI projections using ApproveThis' calculated fields
• Sequential approvals (first legal, then finance, then CMO)

Who Wins: A media agency client reduced campaign launch time from 14 days to 3 by adding conditional approval paths. If compliance approves but finance rejects, only the CFO gets notified – no redundant reviews.

2. Lead Creation from Approvals

The Problem: Sales teams lose hot leads waiting for internal contract approvals. By the time legal signs off, the prospect has gone cold.

The Fix: Use ApproveThis' New Request trigger to activate Leadiful's Create Lead action. When a contract gets approved:

• Leadiful auto-generates a lead with deal terms pre-populated
• Sales reps receive prioritized follow-up tasks
• Approval date/time stamps ensure SLA compliance

Who Wins: A cybersecurity firm added 23% more closed deals by triggering lead creation the moment contracts were approved, not when someone manually updated the CRM.

Implementation Made Simple

Setting up the integration takes under 15 minutes through Zapier:

Step 1: Connect Accounts

Authenticate both ApproveThis and Leadiful in Zapier. No developer needed – just admin access to both platforms.

Step 2: Build Your "Zap"

For campaign approvals: Set Leadiful's Get Campaigns as the trigger. Map key fields (budget, duration, target audience) to ApproveThis' request form. Set approval rules (e.g., any campaign over $10K requires CFO review).

Step 3: Test with Real Data

Run a live campaign through the workflow. Confirm approvers receive email notifications with correct details. Verify approved campaigns appear in Leadiful on schedule.

Pro Tip: Use ApproveThis' vacation delegation during testing. If your usual approver is out, test how requests reroute to their backup automatically.

Department-Specific Wins

Marketing Teams

Eliminate last-minute budget surprises with ApproveThis' approval thresholds. Example: If a Leadiful campaign hits 120% of its projected spend, it auto-pauses until reapproved. Combines Leadiful's real-time analytics with ApproveThis' financial controls.

Sales Teams

Speed up custom deal approvals without compromising oversight. When a Leadiful lead requires special terms, ApproveThis routes the exception to regional managers first, then legal. Approved deals auto-populate in Leadiful with correct pricing flags.

Operations Teams

Cut manual data entry by 60%+. ApproveThis automatically attaches approval certificates to Leadiful records, creating a full audit trail. No more digging through email archives during compliance checks.

Why This Isn't Just Another Integration

Most approval tools create bottlenecks. Most CRMs lack nuanced permissioning. This combo solves both:

Granular Control, Zero Friction

ApproveThis handles complex approval logic (multi-level, conditional, delegated) while Leadiful executes on the "yes." Since approvers don't need Leadiful licenses, clients or external partners can review requests without CRM access.

Real-Time Sync Over Static Exports

Unlike manual CSV imports, this Zapier integration keeps data flowing both ways. Approved Leadiful campaigns update their status automatically. Rejected requests trigger immediate Slack alerts via ApproveThis.

Audit-Proof Compliance

ApproveThis timestamps every decision and attaches approver comments directly to Leadiful records. During audits, teams can trace a lead's lifecycle from first contact to final approval in one view.

The Bottom Line

For sales-driven organizations using Leadiful, ApproveThis isn't just about getting to "yes" faster – it's about making every approval immediately actionable. Marketing teams regain 11% of their week previously lost to follow-ups. Sales ops close 27% more deals by eliminating handoff delays. Finance maintains control without becoming a bottleneck.

Ready to transform approvals from roadblocks to revenue accelerators? Start your ApproveThis trial or book a custom integration demo. See how 15 minutes in Zapier can save your team 15 hours next week.