ApproveThis manages your Inperson Integration approvals.

When Digital Handshakes Meet Approval Chains

Let's get real - most companies treat approvals like a game of telephone. Someone sends an email, CCs five people, then spends days chasing replies while work grinds to a halt. Now imagine your sales team just collected 50 new leads at a conference through Inperson's digital business cards. Those contacts need to get into your CRM... after three people sign off on the data. Cue the eye rolls.

This is where ApproveThis and Inperson become your secret weapon. We're not talking about another "integration" that requires an engineering degree to set up. This is about connecting two tools that actually understand how mid-sized companies operate - no fluff, no complex workflows, just getting shit approved so work moves forward.

What Happens When Approval Meets Connection Management

Inperson handles the front lines - capturing leads through digital business cards, tracking who met whom at events, managing your team's professional presence. ApproveThis handles the back end - routing decisions to the right people, chasing down signatures, keeping an audit trail. Together via Zapier, they solve three universal company headaches:

• No more "Who approved this?" Every connection export from Inperson gets automatic approval tracking
• Zero manual data chasing Sales teams can't "forget" to get sign-offs when the system auto-flags unapproved requests
• External approvers? No problem Legal or clients can approve Inperson exports without needing access to your CRM

The Killer Use Case You're Probably Ignoring

Most teams use Inperson to swap digital cards at conferences. Smart teams use the ApproveThis integration to turn those contacts into actionable leads without bureaucratic delays. Here's how it plays out:

Real-World Example: Trade Show Lead Processing

A 250-person manufacturing company sends six sales reps to an industry expo. They collect 387 digital business cards via Inperson. Normally, this would trigger:

1. Sales ops exporting CSV files
2. Emailing the IT director for CRM upload approval
3. Waiting 2 days for legal to review GDPR compliance
4. Chasing three managers for signatures

With the integration:

1. Inperson export automatically creates an ApproveThis request
2. Workflow simultaneously routes to IT, legal, and sales lead
3. Approvers get email links - no app logins required
4. Auto-reminders nudge slowpokes after 12 hours

Result? Leads hit the CRM in 4 hours instead of 4 days. And because ApproveThis tracks every decision, compliance teams get automatic audit trails.

Why This Isn't Just Another Zap

Most Zapier integrations just shuffle data between apps. This combo actually changes how teams operate:

For Sales Leaders

Your reps stay in the field while approvals happen in the background. Vacation delegation means no approvals get stuck when your regional manager is at the Tahiti offsite. Thresholds auto-approve small lead batches so only large exports need human review.

For Operations Teams

Custom workflows mean legal only sees EU contacts requiring GDPR review. Calculated fields auto-flag exports exceeding your CRM's daily import limits. Real-time dashboards show exactly which approval stage each lead batch is in.

For Execs

Suddenly you have data on where approvals bottleneck - maybe legal takes 3x longer than IT. Approval rate metrics prove ROI on conference spending. And crucially, external partners (distributors, agencies) can approve imports without getting CRM access.

Setting This Up Without Losing Your Mind

We've all seen "easy" integrations that require a PhD. Here's the straight story:

Step 1: The Zapier Part

1. Create a Zap with Inperson's "Connections Exported" trigger
2. Map key fields like contact count, export date, and CSV preview
3. Connect to ApproveThis' "Create Request" action
4. Test with a 5-contact export

Step 2: ApprovalThis Configuration

- Set approvers based on export size:
  • Under 50 contacts → auto-approved
  • 50-200 → sales manager + IT
  • 200+ → adds legal review
- Add calculated fields to flag EU-based contacts
- Enable email approvals so external lawyers can OK without login

Pro tip: Use ApproveThis' conditional logic to skip legal review for tradeshow leads from your home country. Saves everyone time.

When This Combo Shines (And When It Doesn't)

Let's be honest - no tool solves every problem. Here's where to deploy this integration:

Best For

• Companies attending 5+ events/year
• Teams sharing lead lists with external partners
• Industries with compliance reviews (healthcare, finance, legal)
• Orgs where multiple departments claim lead ownership

Not Ideal For

• Teams not using structured CRM imports
• Companies with single-approver processes
• Super small exports (under 10 contacts)

The Hidden Perks You'll Actually Use

Beyond basic approvals, these features get teams hooked:

Email Approvals That Don't Suck

Approvers get clean mobile-friendly emails - no PDF attachments, no login walls. One click approves; reply with comments to reject. Even your least techy board member can handle it.

Vacation Coverage That Works

When your Head of Sales is hiking the Andes, ApproveThis auto-reassigns their approvals to the VP. No more "Waiting on Jim" holds.

Audit Trails Compliance Loves

Every export approval records who approved what, when, and from which IP address. Makes GDPR audits less of a nightmare.

Making This Work For Your Team

Implementation pro tips from actual users:

For Marketing Teams

Use approval groups to route event leads by territory. Midwest contacts go to Chicago managers, West Coast to LA, etc. Cuts internal routing time by 65%.

For Sales Ops

Set calculated fields to auto-flag leads from priority accounts. Those get expedited approval paths while others follow standard review.

For Legal

Create a custom "GDPR Review" step that only triggers when exports contain EU contacts. Everyone else skips the legal queue.

Bottom Line

If your company moves at the speed of approvals, this integration isn't nice-to-have - it's damage control. The combo solves very specific pains for 50-5,000 person companies:

1. No more approval black holes - know exactly where each lead batch is stuck
2. External approvers without the security headache - clients/partners approve without system access
3. Compliance teams stop being the villain - automated rules make reviews predictable

Best part? Approvers don't need ApproveThis licenses - just email. For companies bleeding money on wasted conference leads, that alone justifies the setup time.

Next Steps

If you're tired of playing approval tag, here's how to start:

1. Book a 15-minute demo - we'll show how other teams set this up
2. Start a free trial - connect your Inperson account in Zapier
3. For existing users: See integration docs

No sales poetry - just get your approvals moving.