ApproveThis manages your B-in-Touch Integration approvals.

Two Platforms, One Goal

When B-in-Touch's digital business cards capture leads and ApproveThis manages approvals, companies gain an ironclad system for handling opportunities without bottlenecks. This integration solves a critical challenge: maintaining momentum in sales pipelines while enforcing quality control through structured approvals. Teams using both platforms report 30% faster deal cycles according to internal benchmarks, with fewer errors in lead qualification.

Why This Integration Matters

B-in-Touch excels at contact capture through modern digital business cards, while ApproveThis specializes in routing decisions to the right people at the right time. Together, they create closed-loop automation where no lead gets stuck waiting for human review, and no approver wastes time chasing context. Sales teams keep selling, managers maintain oversight, and executives get cleaner pipeline data.

Real-World Applications

Enterprise Sales Teams

When a B-in-Touch user at a medical device company shares their digital card with a hospital procurement manager, the integration automatically routes the lead for compliance review. ApproveThis checks against existing vendor contracts using calculated fields, then either auto-approves or escalates to legal. This prevents duplicate accounts and ensures regulatory adherence without manual data entry.

Marketing Agencies

An agency using B-in-Touch for event lead generation sets approval thresholds in ApproveThis based on lead score. High-value contacts from trade shows get fast-tracked to sales, while marginal leads trigger a marketing nurture sequence. The vacation delegation feature ensures campaigns never stall when team members are out of office.

Technical Advantages

Unlike basic CRM approval features, this integration through Zapier supports multi-layer conditional logic. For example:

• Auto-approve leads under $5K value using approval thresholds
• Route enterprise leads through sequential legal/sales/ops reviews

Approvers receive email notifications with key B-in-Touch lead details embedded, enabling one-click decisions without logging into multiple systems. External partners only need ApproveThis access - no additional B-in-Touch licenses required.

Implementation Guide

Setup Steps

1. Create a Zapier account if you don't have one
2. Connect B-in-Touch using your API credentials
3. Choose either "New Lead" or "New Team Lead" as trigger
4. Map critical B-in-Touch fields to ApproveThis request templates
5. Configure approval rules and escalation paths

Most teams complete setup in under 90 minutes. Use ApproveThis' prebuilt templates for common B-in-Touch scenarios to accelerate deployment.

Departmental Benefits

Sales Teams

Reps spending 47% less time chasing approvals (based on customer data) can focus on high-value activities. Real-time tracking in ApproveThis shows exactly where each lead sits in the approval chain, reducing status update meetings.

Marketing Operations

Automated approval triggers from B-in-Touch campaigns ensure compliant lead handoffs. Marketing leaders gain visibility into conversion rates at each approval stage through ApproveThis' dashboard.

Executive Leadership

C-suite gets granular control over deal thresholds and approval chains without micromanaging. The audit trail in ApproveThis satisfies compliance requirements during financial reviews.

Advanced Configuration Tips

Layer ApproveThis' calculated fields with B-in-Touch lead scores to create dynamic approval paths. For example:

If [Lead Score] ≥ 80 → Auto-approve
If 50 ≤ [Lead Score] < 80 → Route to regional manager
If [Lead Score] < 50 → Trigger nurture campaign

Combine with approval groups to handle complex account hierarchies - parent company approvals can run parallel to subsidiary reviews.

Common Pitfalls to Avoid

Don't overcomplicate initial workflows. Start with single approval steps for lead types, then expand. Do test vacation delegation rules before peak seasons. Ensure B-in-Touch custom fields map correctly to ApproveThis templates - mismatched data causes 73% of integration issues according to support metrics.

The Competitive Edge

Companies using both platforms close approved leads 2.3x faster than teams relying on manual processes. The hidden advantage? Reduced context switching - approvers make decisions directly from email using ApproveThis' mobile-friendly interface, while B-in-Touch maintains a clean CRM record of every interaction.

Getting Started

Ready to eliminate approval bottlenecks in your lead management? Sign up for ApproveThis and connect your B-in-Touch account via Zapier in under two hours. For complex deployments, request a custom demo showing how to configure multi-tier approvals for your organizational structure.

Existing B-in-Touch users can deploy ApproveThis for specific teams first - start with sales leadership approvals before expanding to cross-functional use cases.