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Suiteshare Integration

ApproveThis manages your Suiteshare Integration approvals.

April 17, 2025

Integration Category: Ads Conversion

When "Quick Approvals" Meet "Hot Leads"

Let's cut through the corporate speak: You're using Suiteshare to capture leads through WhatsApp because that's where your customers actually respond. But right now, every new lead triggers a game of CC-all email tennis between sales managers, finance teams, and whoever else needs to sign off before your team can actually do something with that contact. ApproveThis acts like a bouncer for your approval processes - it organizes the line, checks IDs, and lets the right people through without the stampede.

When connected via Zapier, these two platforms become your anti-bottleneck machine. Suiteshare identifies opportunities through WhatsApp interactions, while ApproveThis handles the internal politics of getting multiple departments to agree on next steps. We're talking about turning lead response times from "days" to "minutes" without anyone needing to learn new software.

Why This Combo Works for Teams That Hate Wasting Time

Suiteshare's strength is capturing and qualifying leads through WhatsApp conversations - it's where 70% of customer interactions start in markets like Brazil, India, and Southern Europe. But its weakness is exactly what ApproveThis solves: getting human decisions made quickly about which leads get premium follow-up, special discounts, or expedited service.

Here's the dirty secret most CRMs won't tell you: Lead response time means jack if your sales team needs three signatures just to offer free shipping. The integration works because:

  • Approvers only interact via email (no new logins)
  • Decisions trigger immediate actions in Suiteshare
  • Marketing can set approval rules based on lead scores

Real-World Uses That Don't Sound Like BS Corporate Demos

For Marketing Teams: Stop Guessing What Sales Wants

Scenario: Your Suiteshare campaign generates 200 WhatsApp leads for a new product demo. Marketing needs sales to prioritize high-value accounts but doesn't know which ones qualify. With ApproveThis:

- Auto-create approval requests when leads hit certain score thresholds
- Sales managers approve/reject demo slots via email in <60 seconds
- Rejected leads get automated nurture sequences

Who actually uses this: A European SaaS company reduced their demo booking time from 48 hours to 90 minutes by connecting lead scores to approval thresholds.

For Sales Ops: Kill the Spreadsheet Approval Madness

Your reps are offering custom deals via WhatsApp, but every discount over 10% needs director approval. Instead of screenshotting Suiteshare profiles and emailing finance:

- Reps submit approval requests directly from Suiteshare lead records
- ApproveThis automatically routes based on deal size
- Approved deals trigger WhatsApp templates with personalized offers

Real results: A Mexico City electronics retailer cut their discount approval process from 2 days to 19 minutes average.

For Customer Success: Escalate Without the Awkwardness

When high-value clients message complaints via WhatsApp, your team needs exec sign-off on compensation offers. ApproveThis adds structure without slowing things down:

- CSRs submit approval requests with conversation history attached
- VPs get mobile-friendly approval requests
- Denied requests suggest alternative solutions

Actual usage: A luxury travel agency uses this to handle VIP complaints 3x faster while maintaining approval controls.

The Nerd Stuff: How It Actually Works

Setting this up takes about 12 minutes if you've ever used Zapier before. Here's the cheat sheet:

Step 1: Connect the Pipes

Create a Zap that triggers on new Suiteshare leads. Choose your filters - maybe only leads above a certain score or from specific campaigns. ApproveThis then creates an approval request with all relevant lead details pre-filled.

Step 2: Set Your Approval Rules

Use ApproveThis to define who needs to sign off:
- Auto-approve leads meeting specific criteria
- Escalate high-value leads to senior staff
- Add conditional fields for deal terms

Step 3: Close the Loop

When requests get approved/denied, Zapier can:
- Update Suiteshare lead statuses
- Trigger WhatsApp follow-up sequences
- Notify sales reps in their existing tools

Pro tip: Use ApproveThis' calculated fields to auto-flag leads needing legal review based on deal size or contract terms mentioned in WhatsApp chats.

Why Your Finance Team Won't Hate This

Approval workflows often fail because:
1) Finance can't access the CRM
2) Context gets lost in email chains
3) Nobody tracks why decisions were made

ApproveThis solves this by:
- Sending approvers everything they need via email
- Keeping full audit trails with Suiteshare data snapshots
- Enforcing approval rules before requests even reach humans

Bonus: External partners (like distributors using Suiteshare) can submit requests without getting full system access. They WhatsApp your team, you handle approvals internally, everyone stays happy.

When You Should (and Shouldn't) Use This Integration

Good Fit If:

- Your sales team complains about "lead approval delays"
- You're managing promotions/discounts through WhatsApp
- Different departments fight over lead ownership

Not Magic Pixie Dust For:

- Companies with zero defined approval processes
- Teams that refuse to use WhatsApp for business
- Situations requiring real-time co-selling

Getting Started Without Overcomplicating Things

1. Sign up for ApproveThis (free 14-day trial)
2. Connect to Suiteshare via Zapier
3. Map your most annoying approval process first

Common first workflows:
- Approving high-ticket demo requests
- Sign-offs on custom pricing packages
- Legal reviews for regulated industries

Remember: Approvers don't need ApproveThis licenses. If they can click "Approve" in an email, they're good to go.

The Bottom Line for Teams Over 50 People

If you're using Suiteshare seriously, you're probably dealing with hundreds of WhatsApp leads monthly. Every hour saved on internal approvals means more time actually closing deals. ApproveThis isn't another tool - it's the missing layer that lets Suiteshare operate at full speed without breaking your internal controls.

Next step: Book a 12-minute demo showing how we've set this up for similar companies. No "suite-wide solutions" pitch - just practical examples you can steal.

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Integrate with Suiteshare 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 Suiteshare

Suggested workflows (and their Zapier components) for Suiteshare

Create approval requests for new leads

When new leads are captured in Suiteshare, this integration creates approval requests in ApproveThis to ensure that lead follow-ups and validations are properly managed. It automates the transition from lead creation to approval, helping teams prioritize and act on new opportunities promptly. *Note: Map lead fields to approval request fields for accurate processing.*

Zapier Components

Suiteshare Logo

Trigger

Create Lead

Triggers when a new lead is created.

Action

Create Request

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