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OVOU Integration

ApproveThis manages your OVOU Integration approvals.

April 17, 2025

Integration Category: Contacts

When Digital Business Cards Meet Approval Automation

Let's be real - nobody got into business to chase down signatures or play phone tag with decision-makers. But here we are. Between OVOU's slick contact exchange and ApproveThis' no-BS approval system, there's a smarter way to handle the gatekeeping that slows teams down.

OVOU solves the "here's my info, now where's yours?" dance at conferences, sales calls, and partner meetings. ApproveThis handles the "we need three people to sign off on this, but Dave's in Bali" problem. Together? They turn contact collection into actionable workflows without the bureaucratic hangover.

What Happens When You Connect the Dots

OVOU's strength is capturing leads cleanly - no more business cards piling up on someone's desk. ApproveThis' game is making decisions happen faster than a Slack thread with seven managers. The Zapier integration (powered by Zapier) links these two like a espresso shot to your morning routine.

OVOU Brings:

• Instant contact sync from digital cards
• Team-wide lead distribution
• Mobile-first info sharing

ApproveThis Adds:

• Approval chains that actually move
• Automatic escalations when people ghost
• Audit trails for compliance nerds

The kicker? Approvers in ApproveThis don't need OVOU licenses. Huge for agencies approving client contacts or manufacturers vetting supplier leads. No more buying seats for people who just need to click "yes."

Real-World Use Cases That Don't Suck

This isn't about tech for tech's sake. These are the actual scenarios where mid-sized teams are using OVOU+ApproveThis to save 8+ hours/week:

1. Sales Teams Closing Faster

Picture this: Your rep exchanges digital cards with a prospect at a trade show. OVOU captures their details. Before the prospect even leaves the booth, ApproveThis:

1. Routes the lead to Sales Ops for CRM entry
2. Pings Legal if the prospect's in a regulated industry
3. Automates discount approval if deal size crosses $50K

Medical device companies use this to fast-track hospital buyer approvals. SaaS teams automate free trial extensions for qualified leads.

2. Agencies Managing Client Handoffs

Marketing agencies love this combo for client onboarding. When a new client shares contacts via OVOU:

• ApproveThis triggers NDAs for unsigned vendors
• Routes influencer approvals to the right account lead
• Uses calculated fields to auto-approve contracts under $10K

One Colorado agency cut their onboarding from 14 days to 72 hours. Their secret? Approval thresholds that let junior staff handle small stuff without C-level babysitting.

3. Procurement Teams That Don't Get Ghosted

Manufacturers use OVOU to collect supplier contacts at industry events. The ApproveThis integration:

• Requires three bids for purchases over $25K (automatically)
• Escalates to CFO if responses stall
• Syncs approved vendors to Netsuite via Zapier

Bonus: Vacation delegation means supplier approvals don't die when someone's hiking the Appalachian Trail.

Setting This Up Without Losing Your Mind

If you can make toast, you can connect these systems. Here's the cheat sheet:

Step 1: The OVOU → ApproveThis Flow

1. In Zapier, choose OVOU's "New Contact" trigger
2. Filter leads (optional but smart)
3. Map contact data to ApproveThis' request fields
4. Set approval rules (thresholds, groups, etc.)
5. Test with a fake consult... I mean, "internal stakeholder"

Step 2: The Approval → OVOU Backchannel

For teams needing dual tracking:
1. Start with ApproveThis' "New Request" trigger
2. Use OVOU's team contact API
3. Update lead statuses based on approval outcome

Pro Tip: Use ApproveThis' calculated fields to auto-flag high-value leads needing exec review.

Who Actually Benefits Here?

Sales Leaders

• Cut approval delays on discounts/terms
• Auto-route enterprise leads to specialists
• Stop losing deals to "we'll get back to you"

Ops Managers

• Audit trails for SOC 2 compliance
• Auto-archive rejected leads
• Sync approved contacts to Salesforce

Client Services Teams

• Approve subcontractors in client workflows
• Track NDA completions
• Notify CSMs when key contacts are approved

The Bottom Line

OVOU (check them out here) handles the "who," ApproveThis handles the "yes." Together, they turn contact collection into decision velocity.

This isn't about replacing human judgment - it's about eliminating the administrative diarrhea that makes people hate approvals. When your team isn't chasing down signatures, they can actually use those OVOU contacts to, you know, do business.

If your approval processes still involve more spreadsheets than a junior analyst's nightmares, maybe it's time to try ApproveThis. Or at least book a demo before your competitors figure this out.

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Integrate with OVOU 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 OVOU

Suggested workflows (and their Zapier components) for OVOU

Create approval requests for new OVOU contacts

When a new contact is added through your OVOU account, this integration sets up an automated process to create an approval request via ApproveThis. This ensures that your team can quickly review, approve, and take necessary actions on new leads, enhancing workflow efficiency. *Note: Ensure that the request template in ApproveThis is tailored to your team's decision-making process.*

Zapier Components

OVOU Logo

Trigger

New Contact (From Your Account)

Triggers when someone exchanges contact with any of your OVOU profiles.

Action

Create Request

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

Notify team on new ApproveThis requests for team contacts

When a new approval request is initiated in ApproveThis, the system will trigger a notification mechanism for any new contacts exchanged through team profiles in OVOU. This keeps everyone aligned and ensures all contact data is processed correctly, fostering improved communication. *Note: Customize the notification settings in OVOU to suit your team's preferences.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

OVOU Logo

Action

New Contact (From Your Team)

Triggers when someone exchanges contact with any member of your team.