ApproveThis manages your Telagus Integration approvals.

Why Approval Workflows Matter in Lead Generation

Modern businesses live or die by their ability to act quickly on opportunities. Telagus excels at capturing leads, but what happens next often determines success. Waiting days for stakeholder sign-offs or losing track of high-potential leads in email threads costs revenue. This is where ApproveThis adds critical structure – not by replacing your CRM, but by giving teams a decision-making layer that works hand-in-hand with Telagus.

The Power of Combining Approval Automation with Lead Intelligence

When connected via Zapier, ApproveThis becomes Telagus' action-oriented counterpart. Telagus identifies potential – ApproveThis ensures your team capitalizes on it through:

• Reduced Lead Stagnation: Auto-route new leads for immediate approval instead of manual follow-ups
• Audit-Ready Compliance: Maintain clear records of who approved which lead and why

Unlike basic CRMs, Telagus focuses on lead capture velocity. ApproveThis complements this by adding governance without bureaucracy – approvers can reject or greenlight requests directly from email, no Telagus license required. This is particularly valuable for agencies managing client approvals or manufacturers coordinating with distributors.

Real-World Use Cases That Move the Needle

1. Instant Lead Qualification for Marketing Teams

The Challenge: High-volume lead generators (like SaaS companies) often waste time manually vetting unqualified prospects that slip through CRMs.

The Solution: A Zapier automation that triggers an ApproveThis workflow whenever Telagus detects a lead matching specific criteria (e.g., enterprise companies, specific geographies).

How It Works:

1. Telagus captures lead data via forms or integrations
2. Zapier sends lead details to ApproveThis
3. ApproveThis routes to relevant stakeholders based on deal size or vertical
4. Approved leads auto-sync back to Telagus with status updates

Who Benefits:
Marketing Agencies: Client stakeholders approve/reject leads without CRM access
Tech Startups: Engineering leads get veto power on custom deal requests

2. Turning Internal Approvals into Trackable Leads

The Challenge: Sales teams often discover opportunities through non-CRM channels (email, meetings) that never get logged in Telagus.

The Solution: Reverse the flow – use ApproveThis to capture internal deal proposals, then automatically create Telagus leads upon approval.

Real-World Example: A medical equipment rep secures verbal interest from a hospital. They submit an approval request with estimated order value via ApproveThis. Once the regional manager approves, Zapier creates a Telagus lead with all deal context, triggering automated follow-ups.

Technical Setup That Takes Minutes, Not Days

Connecting Telagus and ApproveThis requires zero coding:

1. Create a Zapier account (if you don't have one)
2. Choose your trigger: "New Lead in Telagus" or "New Request in ApproveThis"
3. Map critical fields: Lead source, contact info, custom approval notes
4. Test with live data to confirm routing logic

Pro Tip: Use ApproveThis' Calculated Fields to auto-flag high-priority leads based on Telagus data (e.g., lead score + company size).

Team-Specific Benefits Beyond Basic Automation

For Sales Leaders

ApproveThis' Approval Thresholds let you set deal-size rules:
- Deals under $5K auto-approve
- $5K-$20K require manager sign-off
- Over $20K escalate to VP

This aligns with Telagus' lead scoring to prevent bottlenecks on small deals while protecting margins on large commitments.

For Operations Managers

Vacation Delegation ensures leads never stall because a approver is OOO. If your head of sales is traveling, ApproveThis automatically reassigns their approvals to a deputy, with all context from Telagus preserved.

For Finance Teams

Sync approved lead data from Telagus into accounting systems via ApproveThis' conditional workflows. Example: Only trigger contract generation after both sales lead and CFO approvals are recorded.

The Hidden Advantage: External Collaboration Made Simple

Telagus excels at internal lead management – but what about client approvals? ApproveThis bridges the gap:

Use Case: A digital agency uses Telagus to track prospect leads. When a client needs to approve a campaign proposal, the agency creates an ApproveThis request with Telagus lead data. Clients review and approve via email without needing access to the agency's CRM. Approved requests auto-update Telagus lead status, keeping everyone in sync.

Beyond Lead Generation: Cross-Functional Workflows

While focused on Telagus integration, ApproveThis adds value across departments:

HR: Approve new hire requests in ApproveThis, then auto-create Telagus leads for recruitment agencies
Procurement: Route vendor proposals from Telagus leads through budget approval workflows

Getting Started: What Success Looks Like

Companies using both platforms typically see:

• 23% faster lead response times (based on internal benchmarks)
• 40% reduction in approval-related email volume

To achieve similar results:

1. Audit existing lead approval pain points
2. Identify 1-2 high-impact workflows (e.g., client approvals)
3. Build initial Zapier integration in under 45 minutes

Ready to Transform Lead Management?

ApproveThis isn't another tool – it's the decision layer that makes Telagus smarter. By adding structured approvals to your lead processes, you enable faster action without sacrificing control.

Start your free ApproveThis trial or explore Telagus integrations to see live workflow examples. For complex use cases, request a custom demo showing how approval automation can cut your sales cycle by days.