Accelerate Business Decisions with ApproveThis + CoreForm via Zapier

Why Combine ApproveThis and CoreForm?

CoreForm simplifies data collection with intuitive forms, while ApproveThis turns that data into actionable decisions. Together, they eliminate bottlenecks in processes like lead qualification, budget approvals, and project kickoffs. For example, a marketing agency using CoreForm to capture client campaign requests can auto-route submissions to ApproveThis for internal reviews—cutting approval times from days to hours. The integration isn’t just about speed; it’s about creating accountability. Every form submission becomes a trackable workflow, ensuring nothing slips through the cracks.

How Teams Benefit from Automated Approvals

Sales Teams: Close Deals Faster

When a high-value lead submits a CoreForm questionnaire, sales managers often need to approve pricing exceptions or custom contracts. With ApproveThis, these requests auto-generate the moment the form is submitted. Approvers get email alerts with key details (like deal size or client requirements) and can approve/reject directly from their inbox—no need to log into CoreForm. For teams juggling dozens of leads weekly, this eliminates manual follow-ups and keeps pipelines moving.

Operations: Streamline Procurement & Logistics

Operations teams using CoreForm for vendor onboarding or equipment requests can set up tiered approvals in ApproveThis. For instance, a $5k office furniture order might auto-approve, while a $50k warehouse lease escalates to the CFO. Approval thresholds and conditional logic ensure the right eyes are on high-stakes decisions. Plus, vacation delegation prevents delays when approvers are out—a common headache in fast-paced industries like construction or manufacturing.

Finance: Control Budgets Without Micromanaging

Finance departments leverage CoreForm for expense reports or purchase orders. By integrating with ApproveThis, they enforce policies automatically. Calculated fields in ApproveThis can cross-check submissions against budget remaining or flag out-of-policy expenses (e.g., first-class flights). Real-time dashboards give CFOs visibility into pending requests without chasing down spreadsheets.

Key Use Case: Instant Lead Review Workflows

When a new lead arrives in CoreForm, ApproveThis can trigger a multi-step review. Imagine a healthcare provider using CoreForm for patient intake: high-risk cases could route to a senior doctor for approval, while routine inquiries auto-approve. For SaaS companies, enterprise demo requests might require legal and sales sign-off. Approval groups in ApproveThis let you require consensus (all must agree) or sequential reviews (each approver adds notes).

Setup in 4 Steps

1. In Zapier, create a new Zap. 2. Set CoreForm’s “Lead Created” as the trigger. 3. Connect ApproveThis and map CoreForm fields (e.g., lead email → requester details). 4. Test with a live submission. Total setup time: under 15 minutes. Need help? Zapier’s guide walks through each step.

Beyond Basic Approvals: Advanced Features

ApproveThis adds layers of control CoreForm alone can’t match. Approval thresholds let you auto-approve small expenses but escalate large ones—ideal for franchises managing location-specific budgets. Calculated fields automatically validate data: e.g., if a CoreForm submission requests a discount exceeding 20%, ApproveThis can flag it for manager review. For global teams, email-based approvals mean external partners (like vendors or clients) can participate without needing CoreForm logins.

Who Gains the Most?

Marketing Agencies: Client Campaign Approvals

CoreForm captures client creative briefs; ApproveThis routes them to designers, copywriters, and legal. Sequential approvals ensure compliance before work begins.

Healthcare: Patient Intake Escalations

Forms indicating urgent symptoms auto-escalate to on-call staff. Vacation delegation ensures 24/7 coverage.

Nonprofits: Grant Application Reviews

Multi-stage approvals with board members and program directors, all tracked in one dashboard for audit trails.

Getting Started

ApproveThis offers a free trial with pre-built CoreForm templates. Visit approvethis.com to register, then connect via Zapier. For complex workflows, book a demo to see how calculated fields and thresholds can align with your CoreForm processes. CoreForm users can explore integration docs at coreform.io.

Final Note: Approval Power Without the Bloat

Unlike clunky ERP systems, ApproveThis focuses solely on fast, flexible approvals. Teams keep using CoreForm for what it does best—data capture—while adding structured decision-making. No extra licenses for approvers, no overcomplicated setups. Just fewer missed opportunities and faster results.