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Demand IQ Integration

ApproveThis manages your Demand IQ Integration approvals.

April 17, 2025

Integration Category: Crm

When Lead Gen Meets Approval Zen

Let's get real: solar companies live or die by how fast they respond to leads. Demand IQ throws you quality prospects, but what happens next? If your approval process looks like a game of telephone between sales, operations, and finance, you're losing deals to competitors with their shit together.

ApproveThis isn't another app that complicates your workflow. It's the missing link between Demand IQ's leads and your team's ability to say "yes" faster. Think of it as adding guardrails to your sales process – without the bureaucracy.

Why This Combo Doesn't Suck

Demand IQ tells you who's interested. ApproveThis tells you who needs to greenlight the next step. Together via Zapier, they solve three specific nightmares for growing solar companies:

  • The "Who's Responsible?" Trap: High-value lead comes in? Sales shouldn't waste hours tracking down the operations manager who approves custom installations.
  • The Vacation Black Hole: Key approver out sick? Leads don't go stale when delegation rules auto-reassign requests.
  • The Discount Free-For-All: Sales reps offering 15% off without finance's sign-off? Approval thresholds lock that down.

Real-World Use Case: From Lead to Approved Quote in 4 Hours

Sunrise Solar (fake name, real problem) used to take 3 days to send proposals. Why? Every custom installation required 4 approvals across departments. After connecting Demand IQ to ApproveThis:

The Zap: New lead in Demand IQ → Creates approval request in ApproveThis with lead details + proposed package.

The Magic: Sales ops gets instant email to approve system specs → Once OK'd, finance auto-approves quotes under $12k → If over, CFO gets notified in Slack via another Zap.

Result: 68% faster approvals, 22% more deals closed that quarter. Not bad for a setup that took their ops team 45 minutes.

Who Actually Benefits? (Spoiler: More Than Just Sales)

Sales Teams:

Stop babysitting approvals. Get notified when the ops team approves the technical specs or when finance rejects a discount. No more "I thought you handled that!"

Marketing:

See which lead types get stuck in approval hell. If commercial projects take 2x longer to approve than residential, maybe your nurture campaigns need tweaking.

Operations:

Set hard rules: "All battery installs require engineering review" stops sales from overpromising what your crews can handle.

Execs:

Dashboard shows approval bottlenecks in real-time. Notice permits taking 5 days? Maybe it's time to hire another permit specialist.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. Here's the 5-minute version:

  1. Zap Trigger: "New or Updated Lead" in Demand IQ
  2. Filter (Optional): Only route high-value leads (e.g., "Commercial" leads over $25k)
  3. Zap Action: "Create Request" in ApproveThis, mapping lead details to the approval form
  4. Add Logic: If approved, send deal to CRM. If denied, trigger a Slack alert to sales managers.

Pro Tip: Use ApproveThis' calculated fields to auto-flag leads needing exec review. Example: "If system cost > $50k, require CEO approval."

The Hidden Perks You'll Actually Use

Beyond basic approvals, this combo solves niche but annoying problems:

For Franchises: Corporate can set approval rules for local branches (e.g., all leases need regional manager sign-off) without micromanaging every lead.

For External Partners: Roofing contractors get emailed approval requests without needing Demand IQ logins. They approve → data flows back into your system.

For Audit Season: Every approval is logged with timestamps and comments. No more "I never approved that!" from your VP.

Why This Beats "Just Using CRM Approvals"

Demand IQ's great at lead gen, but let's not pretend its approval features aren't clunky. ApproveThis adds:

Conditional Paths: Residential leads under $10k auto-approve → sales can close same-day. Commercial leads trigger multi-step checks.

No License Hassles: Approvers get emails or Slack alerts. They don't need another software login – critical when dealing with external partners.

Escalation Rules: If the project manager doesn't approve within 24 hours, request bumps up to their boss. No more stalled deals.

Bottom Line: This Isn't About Fancy Tech

It's about removing the crap that makes your team hate Mondays. Less time chasing approvals = more time closing deals that Demand IQ fought hard to get you.

ApproveThis starts at $89/month. Demand IQ integration is ready via Zapier. Or just book a 12-minute demo where we'll show how other solar companies cut approval delays by 50%+.

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Integrate with Demand IQ 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.

Learn More

Best Approval Workflows for Demand IQ

Suggested workflows (and their Zapier components) for Demand IQ

Create approval requests for new Demand IQ leads in ApproveThis

Processing leads manually can be slow and error-prone, but this automation ensures all new or updated Demand IQ leads are promptly routed for approval. Whenever a lead is created or modified, this integration generates an approval request in ApproveThis, helping your team streamline decision-making and act quickly on important opportunities. *Note: Set up user roles in ApproveThis to manage who receives lead approvals.*

Zapier Components

Demand IQ Logo

Trigger

New or Updated Lead

Triggers when a new lead is created, or an existing lead is updated.

Action

Create Request

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