ApproveThis manages your Swizio Integration approvals.

Two Platforms, One Competitive Edge

Swizio gives teams the tools to build professional networks strategically, but even the best connections mean nothing without action. ApproveThis turns decisions into a process – not a bottleneck. Together, they solve a critical problem: networking is only valuable if your team can act on those relationships quickly. When every new contact in Swizio automatically triggers an approval workflow, you eliminate the lag between making a connection and capitalizing on it. Marketing teams vet influencer partnerships in hours, not days. Sales leaders fast-track introductions to high-value prospects. Executives maintain oversight without micromanaging every new vendor relationship.

Where Swizio Ends, ApproveThis Begins

Swizio excels at organizing contacts, tracking interactions, and identifying opportunities within your professional network. But when a new connection requires internal consensus – like approving a partnership proposal or greenlighting a client discount – things stall. ApproveThis removes that friction by integrating directly into Swizio's workflow via Zapier. Here's what this means in practice:

• No More Switching Tools: Approval requests auto-generate in ApproveThis the moment a Swizio contact meets predefined criteria (e.g., tagged as "Potential Vendor" or "Enterprise Lead").
• Approvals That Respect Hierarchy: Route requests based on deal size, contact type, or department – Swizio provides the "who," ApproveThis handles the "how."

Real-World Use Cases: Beyond Theory

Use Case 1: High-Velocity Sales Teams

A sales rep adds a new decision-maker from a target account into Swizio. ApproveThis instantly:

• Checks if the contact’s company matches current sales priorities
• Routes a discount approval to the regional VP if deal size exceeds $50K
• Auto-schedules a demo in the rep’s calendar once approved

Result: The rep spends 80% less time chasing internal sign-offs and 30% more time closing.

Use Case 2: Marketing Agencies Managing Influencers

An influencer’s Swizio profile triggers an approval workflow requiring:

• Legal to vet contract terms
• Finance to confirm budget allocation
• Creative director to approve brand alignment

Result: Campaigns launch 12 days faster on average, with full audit trails for compliance.

Setup: Simpler Than You Think

Connecting Swizio and ApproveThis takes under 15 minutes:

1. In Zapier, create a new Zap with Swizio as the trigger app.
2. Select "New Networking Contact" as the trigger event.
3. Choose ApproveThis as the action app, then "Create Request."
4. Map Swizio contact fields (e.g., company, tags) to ApproveThis’s approval template.

Pro Tip: Use ApproveThis’s Calculated Fields to auto-flag contacts needing executive review based on custom rules (e.g., “Escalate if contact’s company revenue >$1B”).

Why This Integration Works for Non-Tech Teams

Approval workflows often fail because they’re too rigid or too vague. Swizio’s context (who the contact is, why they matter) combined with ApproveThis’s flexibility (conditional routing, multi-step checks) makes processes adaptable:

Example: A Swizio contact tagged "Urgent" skips tier 1 approvers and goes straight to the CRO. If denied, it’s automatically rerouted to a backup approver with a Slack alert.

Features You’ll Actually Use

1. Approval Thresholds (The Silent Enforcer)

Set rules like “Auto-approve Swizio contacts from [specific industry] if associated deals are under $10K.” ApproveThis handles the grunt work, so managers only see exceptions.

2. Vacation Delegation (No More Bottlenecks)

If a key approver is OOO, ApproveThis automatically reassigns their Swizio-related requests to a designated backup. No manual intervention needed.

3. Email Approvals (For External Partners)

Vendors or clients added in Swizio can approve/reject requests via email without needing ApproveThis logins. Maintain control without complicating access.

Department-Specific Wins

Sales Operations

Reduce deal slippage caused by delayed internal approvals. ApproveThis provides real-time visibility into which Swizio contacts are stuck pending legal or finance sign-off.

Business Development

Speed up partnership onboarding. When a new partner profile is added in Swizio, ApproveThis simultaneously routes NDAs, compliance checks, and budget approvals to relevant stakeholders.

Executive Teams

Get granular reporting on how quickly teams act on high-value Swizio contacts. ApproveThis’s dashboard shows approval cycle times, bottlenecks, and auto-approved vs. manual decisions.

Common Objections (And How to Crush Them)

"We already have a process."
If that process involves endless Slack pings or spreadsheet trackers, it’s costing you deals. ApproveThis + Swizio adds structure, not complexity.

"Our team isn’t technical."
Approval workflows are configured once via Zapier, then run automatically. Approvers interact via email or a simple dashboard – no training needed.

Getting Started: No Big Bang Required

Start small:

1. Identify one Swizio workflow that’s prone to delays (e.g., approving event sponsors).
2. Build a single ApproveThis template with your current approvers and rules.
3. Run it in parallel with your existing process for a week. Compare results.

Most teams see a 40% reduction in approval times during this pilot phase.

The Bottom Line

Swizio helps you find opportunities. ApproveThis ensures you don’t lose them to internal red tape. Together, they create a decision-making engine that scales with your ambitions – without adding headcount or complexity.

Register for ApproveThis today, or schedule a demo to see how it transforms Swizio from a contact database into a revenue accelerator.