ApproveThis manages your Kendo Email Integration approvals.

Why These Tools Work Better Together

When Kendo Email's contact management meets ApproveThis' structured approval system, teams gain an operational advantage that's greater than the sum of its parts. Kendo Email excels at organizing lead data and streamlining email outreach, while ApproveThis brings order to decision-making processes that often create bottlenecks. Together through Zapier, they create closed-loop automation where lead validation happens at scale and approvals trigger immediate action.

The Hidden Cost of Manual Processes

Consider how most teams handle new leads exported from Kendo Email: spreadsheets get shared via email, stakeholders debate priorities in Slack threads, and critical opportunities get delayed in approval limbo. The ApproveThis integration eliminates this chaos by applying military-grade precision to what's traditionally been a free-for-all process.

Business Benefits Beyond Automation

This integration isn't about replacing human judgment - it's about arming your team with context. When Kendo Email exports a new lead, ApproveThis can automatically:

• Route high-value accounts to sales directors for prioritization
• Require compliance team sign-off on regulated industries

Approvers receive all relevant Kendo Email data within the approval request, including contact history and lead scoring details. No more digging through disconnected systems to make informed decisions.

Real-World Impact Across Industries

A medical device manufacturer uses calculated fields to auto-flag leads requiring legal review when export data includes specific healthcare facilities. Their general counsel approves/denies directly from Outlook without needing access to Kendo Email's platform.

Meanwhile, a commercial real estate firm leverages approval thresholds to automatically greenlight lead follow-up when exported contacts meet minimum company size criteria, while routing borderline cases to regional VPs.

Implementation That Fits Your Workflow

Setting up the integration takes under 15 minutes through Zapier:

1. Create Zapier triggers for Kendo Email's "New Lead Exported" event
2. Map lead data to ApproveThis' custom request fields
3. Configure multi-stage approval workflows with conditional logic

Pro Tip: Use ApproveThis' calculated fields to auto-populate priority levels based on Kendo Email's lead scoring data. This ensures high-potential contacts skip straight to decision-makers.

Cross-Functional Team Advantages

Sales Operations

Eliminate lead routing disputes by codifying approval rules in ApproveThis. When Kendo Email exports leads from trade shows, territory managers automatically get requests containing lead intent data captured in Kendo's platform.

Compliance Teams

Maintain regulatory control without slowing sales velocity. ApproveThis' audit trails prove due diligence occurred, while vacation delegation ensures absences don't bottleneck lead processing during critical campaigns.

External Partners

Agencies handling lead generation can submit Kendo Email exports for client approval without requiring access to the client's Kendo account. Approval decisions sync back to the agency's CRM automatically.

Advanced Configuration Options

While the basic integration delivers immediate value, power users leverage:

Approval Thresholds: Auto-approve leads under $50K potential value while escalating larger deals. Kendo Email's custom fields feed directly into these calculations.

Parallel Approvals: Route technical leads to IT while simultaneously sending financial data to procurement - all from a single Kendo Email export.

Dynamic Reminders: Escalate unapproved leads after 24 hours using ApproveThis' smart notification system, ensuring hot contacts don't go cold.

The Compliance Advantage

For industries like healthcare or finance, ApproveThis adds critical governance to Kendo Email workflows. Documented approvals for lead outreach satisfy auditors, while email-based approvals create natural paper trails. Approval groups ensure mandatory reviews from legal/compliance before sensitive leads get contacted.

Scaling Without Friction

As lead volumes grow, ApproveThis prevents process breakdowns through:

Auto-Escalation: Define backup approvers for when primary contacts are unavailable - critical for global teams operating across time zones.

Template Libraries: Create standardized approval flows for different lead types exported from Kendo Email (enterprise vs SMB, international vs domestic).

Real-Time Analytics: Track approval cycle times for Kendo-sourced leads alongside other request types in a unified dashboard.

Integration Limitations

While powerful, the integration has intentional boundaries:

ApprovalThis doesn't store full Kendo Email lead records - only fields mapped during setup. Sensitive data remains protected in Kendo's environment unless explicitly shared.

Two-way sync requires custom Zapier configuration. Approved leads don't automatically return to Kendo Email without additional workflow steps.

Getting Started Guide

Follow these steps to launch your integrated workflow:

1. In Zapier, create new Zap with Kendo Email as trigger app
2. Select "New Lead Exported" event
3. Connect ApproveThis as action app
4. Map critical Kendo fields to ApproveThis request template
5. Set approval rules and notification preferences
6. Test with non-critical leads before full deployment

Maintenance Best Practices

Quarterly reviews ensure alignment with evolving business rules:

- Audit approval thresholds against current deal sizes
- Update delegated approvers for team changes
- Prune unused templates to reduce clutter
- Analyze cycle time reports to identify bottlenecks

The Strategic Edge

Companies using both platforms report 37% faster lead response times and 22% higher conversion rates on approved leads. The hidden benefit? Reduced cognitive load - sales teams spend less time chasing approvals and more time closing deals.

Ready to transform how your organization handles critical decisions? Start your ApproveThis trial or explore Kendo Email's capabilities today. For integration assistance, schedule a custom demo showing real-world use cases from your industry.