ApproveThis manages your Identley Integration approvals.

When Fast Leads Meet Smart Approvals

Let's cut through the BS: Identley finds hot leads, ApproveThis stops bad deals. Together? They're the bouncer-and-bartender combo your sales team needs. Identley's great at grabbing visitor info like a hungry raccoon in a dumpster. But without guardrails, your team's drowning in unqualified leads while real opportunities slip through.

ApproveThis acts as the filter before leads hit your CRM. We're talking automated approval gates for high-value deals, instant qualification checks, and forcing sales to actually follow process. For mid-sized companies scaling past 100 employees, this combo keeps growth from turning into a circus.

Why This Integration Doesn't Suck

Most "lead-to-approval" workflows require coding skills or expensive consultants. Ours needs Zapier and 15 minutes. Here's the actual business impact:

Kills Two Problems Sales Managers Hate

Problem 1: Sales reps chasing $50/month leads while $5k deals rot in the inbox.
Problem 2: Marketing screaming "Why aren't you following up on our leads?!"

ApproveThis adds mandatory qualification checkpoints using Identley's lead data. Example: Auto-route any lead from a Fortune 500 company to the VP for immediate attention. Send small biz leads through standard nurturing. No more guessing games.

Approvals That Actually Move Fast

ApproveThis isn't another bureaucratic layer. We speed things up by:

• Using Identley's lead score to auto-approve hot prospects
• Pushing approvals to Slack/email so nobody logs into another system
• Setting deadlines that escalate if approvers ghost

Real example: A cybersecurity client cut approval time for enterprise leads from 3 days to 4 hours. Because ApproveThis nagged their CTO until he responded.

Use Cases That Don't Put People to Sleep

For Marketing Teams: Stop Wasting Budget on Trash Leads

Identley captures every visitor. ApproveThis ensures only marketing-qualified leads get sales attention. Here's how:

1. Identley detects a visitor from acme-corp.com
2. Zapier triggers an ApproveThis request with lead details
3. Approval rules check: Do they have budget? Timeline?
4. If yes, lead goes to sales. If no, marketing nurtures them.

Actual result: One SaaS company reduced sales distractions by 60% while increasing demo bookings by 22%.

For Sales Ops: Enforce Process Without Being the Bad Guy

New reps love to skip steps. ApproveThis makes compliance automatic:

- Auto-create approval requests when Identley detects a lead from high-risk industries
- Require manager sign-off before adding to Salesforce
- Attach custom fields like "Competitor mentioned?" to approval forms

Bonus: Approvers don't need Identley licenses. External partners can approve/deny via email without getting full system access.

For Customer Success: Protect Your Best Accounts

When Identley spots a lead from an existing enterprise client:
1. ApproveThis routes it to the CSM for review
2. CSM checks if it's a new department or potential conflict
3. Either fast-tracks or triggers account check-in

Prevents your sales team from accidentally poaching their own clients.

Setup That Won't Make You Rage-Quit

If you can make toast, you can set this up:

1. Create a Zap with Identley as trigger (New Lead)
2. Connect ApproveThis action (Create Request)
3. Map Identley fields to your approval template
4. Set rules like: "If lead score >80, auto-approve"

Pro tip: Use ApproveThis' calculated fields to:
- Estimate deal size based on visitor's company size
- Flag compliance risks using industry data
- Trigger discounts for fast approvals

Features You'll Actually Use

Not Just Another Approval Queue

ApproveThis adds muscle to Identley data:
- Approval thresholds: Auto-approve leads under $5k potential
- Parallel approvals: Legal + Sales review enterprise leads simultaneously
- Audit trails: See who delayed that key account (no more lies)

Keep Deals Moving When Bob's on Vacation

ApproveThis handles:
- Automatic delegation if approvers are OOO
- Reminders that escalate to their manager
- Mobile approvals so they can reject junk leads from the golf course

Who This Actually Helps

Marketing Agencies: Stop Client Micromanaging

When Identley captures a lead on your client's site:
- Auto-send approval request to client
- They approve/deny via email
- Approved leads flow into their CRM
Client sees you're on top of things without daily check-ins

Healthcare Tech: Compliance Without Paperwork

Identley detects a hospital visitor. ApproveThis:
- Requires compliance officer approval
- Attaches HIPAA checklist to request
- Logs all decisions for audits

Manufacturing: Deal With Distributors Properly

New lead from Identley? ApproveThis:
- Routes to regional sales manager
- Checks against existing distributor agreements
- Requires credit check approval before engagement

Why This Beats "Just Using Salesforce"

Salesforce approvals suck because:
- Everyone needs expensive licenses
- External partners can't access it
- Building workflows requires IT help

ApproveThis connects to Identley via Zapier, works for external users, and lets business teams build rules themselves. Plus, our real-time tracking shows where bottlenecks are - no more guessing why deals stall.

Cool, How Do I Start?

If you've got Identley and Zapier accounts:
1. Sign up for ApproveThis (free trial, no CC)
2. Build your first lead approval workflow in 15 mins
3. Stop letting garbage leads clog your pipeline

Prefer a demo? Book time here. We'll show how other companies cut approval delays by 73% using this exact integration.