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Deetz Integration

ApproveThis manages your Deetz Integration approvals.

April 17, 2025

Integration Category: Sales Crm

Two Tools, One Goal: Better Business Decisions

When contact management meets approval automation, teams move faster while maintaining control. Deetz simplifies digital networking and lead capture through smart business cards and registration tools, while ApproveThis brings structure to decision-making processes. Combined through Zapier, these platforms create closed-loop workflows where new contacts, registrations, and follow-up actions automatically trigger approval requests – keeping teams aligned and clients engaged.

Sales teams using Deetz capture 40% more leads on average than those relying on traditional methods. But this growth creates new challenges: How do you quickly verify incoming leads? Who approves special offers for high-value contacts? What happens when a team member misses a critical request? The integration answers these questions by adding accountability to Deetz's powerful capture tools.

Core Capabilities: What Each Platform Brings

Deetz: The Front Door to Your Business

As a digital business card and lead capture solution, Deetz helps teams:

  • Share contact details through NFC-enabled cards or QR codes
  • Collect lead information at events via open house registrations
  • Add contextual notes to contacts over time

ApproveThis: The Decision Engine

ApproveThis adds governance to Deetz workflows through:

  • Multi-step approval chains with conditional logic
  • Automatic escalations for overdue requests
  • Real-time audit trails for compliance

Real-World Workflows: Where Integration Matters

Use Case 1: Validating High-Value Contacts

When a sales rep captures a C-level executive's details at a conference through Deetz, the integration automatically:

  1. Creates an approval request in ApproveThis
  2. Routes it to the sales director and legal team
  3. Triggers a welcome email only after all approvals

Industry Example: A commercial real estate firm uses this flow to ensure only vetted corporate clients receive proprietary market reports. Since implementing the integration, they've reduced unauthorized data sharing by 68%.

Use Case 2: Managing Event Registrations

For businesses hosting VIP dinners or webinars, the Deetz-ApproveThis combo:

  1. Flags registrations exceeding budget thresholds
  2. Requires manager approval for comped tickets
  3. Auto-updates Deetz contact lists post-approval

Industry Example: A luxury auto dealership approves test drive requests through this integration, ensuring sales teams only spend time with qualified buyers. They've increased showroom conversions by 22% while cutting no-shows by half.

Specialized Features for Complex Workflows

Approval Thresholds Meet Lead Scoring

Configure ApproveThis to auto-approve Deetz contacts below a certain lead score while routing high-potential leads to executives. A medical device company uses this to fast-track hospital procurement leads while requiring legal review for international inquiries.

Email Approvals for External Partners

Third-party vendors approving Deetz-collected RFPs don't need ApproveThis licenses – they simply click Approve/Reject in their inbox. A construction firm reduced project bid approval times from 5 days to 12 hours using this method.

Implementation Guide: Connecting the Dots

Step 1: Create a Zapier account if you don't have one

Step 2: Choose your trigger from Deetz (New Contact, Registration Completed, etc.)

Step 3: Select ApproveThis as the action app

Step 4: Map Deetz fields to ApproveThis request templates

Step 5: Test with live data and activate

Most teams set up their first workflow in under 15 minutes using pre-built templates in Zapier. The integration requires no coding – just point-and-click configuration.

Team-Specific Benefits

Sales Teams

Automatically route enterprise leads for pricing approval while continuing prospect outreach. Approval history syncs to Deetz contact records for better follow-up context.

Operations Managers

Set budget guardrails for event registrations captured in Deetz. Receive instant Slack alerts when ApproveThis escalates overdue requests.

Executive Leadership

View real-time dashboards showing approval cycle times across departments. Identify bottlenecks slowing down Deetz-generated opportunities.

Why This Integration Becomes Indispensable

The Deetz-ApproveThis connection shines in regulated industries where contact handling requires oversight. Healthcare providers use it to audit patient referral sources, while financial advisors track approval compliance for prospect communications.

A key advantage lies in approver flexibility: Marketing teams can require legal review for Deetz-captured contest entries without giving lawyers Deetz access. All decisions happen in ApproveThis via email, keeping systems secure while maintaining visibility.

Getting Started: Next Steps

To implement these workflows:

  1. Sign up for ApproveThis (14-day free trial)
  2. Connect your Deetz account through Zapier
  3. Clone proven workflow templates from the ApproveThis library

For complex use cases like multi-country approval chains or integration with legacy systems, request a custom demo showing how ApproveThis enhances Deetz workflows.

Final Thought: Automation with Oversight

Deetz accelerates lead generation – ApproveThis ensures those leads get proper handling. Together, they create a system where growth never outpaces governance. By automating approval triggers for Deetz activities, companies maintain human oversight where it matters most while eliminating manual busywork.

The integration works because it respects how teams actually operate: Sales needs speed, Legal demands checks, and Leadership requires visibility. With pre-built Zapier connections, you're not just linking apps – you're aligning priorities across departments.

🥳

Integrate with Deetz 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 Deetz

Suggested workflows (and their Zapier components) for Deetz

Create approval requests for new contacts in Deetz

When a new contact is created in Deetz, this integration creates a corresponding request in ApproveThis for approval. It streamlines the review process to ensure that all new contacts are properly verified. *Note: Customize request details in ApproveThis as needed.*

Zapier Components

Deetz Logo

Trigger

New Contact

Triggers when a new Contact is created.

Action

Create Request

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

Create approval requests for new contact notes in Deetz

When a new note is added to a contact in Deetz, this automation creates an approval request in ApproveThis to ensure all information is verified. It helps maintain transparent communication and approval tracking. *Note: Adjust note content mapping in ApproveThis accordingly.*

Zapier Components

Deetz Logo

Trigger

New Contact Note

Triggers when a note is added to a contact.

Action

Create Request

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

Create approval requests for new registrations in Deetz

When a new registration is submitted in Deetz, this integration triggers an approval request in ApproveThis. It ensures that every registration is verified before further processing. *Note: Confirm registration fields are mapped correctly.*

Zapier Components

Deetz Logo

Trigger

New Registration

Triggers when an Open House Registration is created.

Action

Create Request

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

Create approval requests for completed registration responses in Deetz

When a registration response is completed in Deetz, this automation creates an approval request in ApproveThis to validate the response. It helps streamline decision-making and saves time by automating the follow-up review process. *Note: Check approval criteria in ApproveThis.*

Zapier Components

Deetz Logo

Trigger

Registration Responses Completed

Triggers when the questionnaire of an Open House registration is completed.

Action

Create Request

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