ApproveThis manages your Leadcontact.pro Integration approvals.

Why Your CRM Needs an Approval Sidekick

Let's be real: CRMs like Leadcontact.pro are great at storing contacts, but they suck at handling the "should we even add this person?" debates. That's where ApproveThis comes in – think of it as your bouncer for CRM entries. When you connect them via Zapier, you get:

• No more free-for-alls: Junior sales rep adding unvetted leads? Nope. Automatic approval checks first.
• Paper trails that actually matter: Every approval/rejection gets logged right in the contact's history.

Best part? Approvers don't need Leadcontact.pro licenses. Just send them an email, they click approve/deny, and it auto-updates the CRM. Even your least tech-savvy client can handle that.

3 Ways This Combo Kills CRM Chaos

1. The "Stop Wasting Sales Time" Workflow

The Problem: Your sales team adds 100 "hot leads" weekly. 60% are duplicates, unqualified, or straight-up competitors. But arguing about each one wastes 3 hours every Monday meeting.

The Fix: New Leadcontact.pro contact → Auto-send to ApproveThis. Triggers rules like:

Example for a Marketing Agency: If lead's budget < $10k, auto-deny. If industry = "blockchain", route to CTO for review. Approved? CRM auto-updates. Denied? Sales gets a "here's why" email.

2. The "Client-Proof" Approval Log

The Problem: Clients ask "Why did you reject our CEO's referral?" and you're scrambling through Slack history to find the reason from 2 months ago.

The Fix: Every ApproveThis decision → Auto-adds a CRM note in Leadcontact.pro with:

- Who approved/rejected
- Timestamp
- Comments (like "Duplicate of lead ID #456")
- Attached files (NDA, proposal draft, etc.)

Law Firm Use Case: When rejecting a potential client due to conflict of interest, the CRM history automatically includes the conflicting case number and which partner flagged it. No more bar complaints over "lost" opportunities.

3. The "Clean Up Your Own Mess" Automation

The Problem: Approved a lead that went cold 6 months ago? Now they're emailing again. Your team has no clue why they were added in the first place.

The Fix: When ApproveThis approves a contact → Leadcontact.pro auto-fields:

- Initial approval reason ("Referral from Client X")
- Expiration date (Triggers CRM automation to archive in 12 months)
- Source category (Trade show, inbound, etc.)

Enterprise Sales Team Example: Global reps approve regional leads. The CRM uses approval data to calculate commission eligibility. No more "But I sourced that lead!" arguments.

Setting This Up Without IT Involvement

If you can set up a Slack channel, you can do this:

1. Create a Zapier account (Free plan works)
2. Pick your trigger: "New Contact" in Leadcontact.pro
3. Choose action: "Create Request" in ApproveThis
4. Map fields (1 minute): Contact Name → ApproveThis Title, CRM Notes → Approval Description

Pro Tip: Use ApproveThis' Calculated Fields to auto-flag high-risk contacts. Example: If lead's "Annual Revenue" field > [Your Average Deal Size] * 5, require CEO approval.

Who Actually Cares? (Team Breakdown)

Sales Leaders

Stop playing CRM cop. Set rules like "Deals under $5k auto-approve" so your team focuses on real targets. Plus, ApproveThis' Real-Time Tracking shows which reps ignore approval guidelines.

Operations Managers

Two words: Vacation Delegation. Jane's approving contracts but she's OOO? ApproveThis auto-reroutes to her backup without CRM access changes.

Client-Facing Teams

External approvers (clients, vendors, etc.) get email links – no app downloads. Approval statuses sync to Leadcontact.pro so your team isn't manually updating 20 spreadsheets.

Common "Yeah, But..." Scenarios

"What if someone bypasses the system?"
ApproveThis logs all requests. If a contact exists without approval, you know who added it – and can revoke their CRM access.

"We need 10+ people to approve some contacts!"
Approval Groups handle that. Example: Enterprise deals require sequential OKs from Sales Dir → CFO → CRO. Each gets emailed only when it's their turn.

"Our CRM has custom fields!"
So? Map Leadcontact.pro's custom data to ApproveThis' Dynamic Fields. Approval forms show deal size, lead score, whatever – no coding.

Bottom Line: This Isn't About Approvals

It's about not letting process crap slow down revenue. ApproveThis + Leadcontact.pro via Zapier is like adding a traffic light to your CRM – except it only turns red when absolutely necessary.

Get Started with ApproveThis (Takes 3 minutes. Yes, we timed it.)

Or schedule a 12-minute demo where we'll show how to cut your "contact review" time by 70%.