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Kaydoh Integration

ApproveThis manages your Kaydoh Integration approvals.

April 17, 2025

Integration Category: Crm

When "Fast Follow-Up" Meets "Actually Getting Approvals"

Let’s cut through the BS: Kaydoh tells you when leads show up. ApproveThis tells your team what to do about it. Together, they’re the difference between chasing hot leads and watching them rot in someone’s inbox while your legal team argues about contract terms.

Why This Combo Works for Companies That Can’t Afford to Screw Around

Kaydoh’s great at yelling “HEY LOOK A NEW LEAD!” The problem? Most CRMs don’t handle the “okay but who needs to sign off before we actually do something with this?” part. That’s where ApproveThis comes in – think of it as the bouncer for your approval processes.

Here’s the kicker: Your sales rep doesn’t need to beg IT for access to Kaydoh. Your CFO doesn’t need another CRM license just to approve discount requests. Everyone stays in their lane, but the process keeps moving.

Real-World Uses That Don’t Suck

The 24-Hour Lead Lifespan (And How to Beat It)

Marketing teams love Kaydoh’s instant alerts. Sales teams love ApproveThis’ automated approval chains. Together? You get stuff like:

  • Automated discount approvals triggered by lead score thresholds
  • Legal vetting for high-value prospects before the sales call

Example: A manufacturing company routes all enterprise leads through a mandatory credit check approval. If Kaydoh tags a lead as “Enterprise”, ApproveThis pings accounting automatically. No more “Oops, we forgot to check their credit” disasters.

Killing the "Who Approved This?!" Game

HR uses Kaydoh for recruitment leads? Cool. Now add ApproveThis to handle:

  • Approvals for signing bonuses above $10K
  • Background check sign-offs before offers go out

We’ve seen tech startups use this combo to approve candidate offers before competitors even schedule a second interview. It’s brutal (in a good way).

Setup That Doesn’t Require a PhD in Zapier

1. Connect the Toys: Hook up Kaydoh and ApproveThis via Zapier (takes 4 minutes, we timed it).
2. Pick Your Trigger: “New Lead in Kaydoh” starts the party.
3. Build Your Approval Roadmap: Add approvers, set $$ thresholds, insert sarcastic comments in the rejection reasons field (optional).

Who Actually Benefits From This?

Sales Teams That Hate Paperwork

Scenario: New enterprise lead pops up in Kaydoh. Instead of manually emailing three VPs for sign-off, ApproveThis:

- Checks if deal size > $50K
- Routes to legal if custom contract needed
- CCs the sales ops team automatically

Result: Deals move 68% faster (actual stat from a client who stopped using carrier pigeons for approvals).

Marketing Teams That Want Credit (Literally)

Kaydoh shows lead source. ApproveThis handles budget approvals. Connect them to:

- Auto-approve webinar follow-up budgets under $5K
- Require CMO sign-off for untested lead gen channels
- Track which campaigns get approved fastest (hint: stop pitching TikTok to boomer execs)

Operations Teams That Like Sleep

ApproveThis’ audit trails + Kaydoh’s lead timelines = instant proof you didn’t ignore that client’s urgent request. Plus:

- Vacation coverage that actually works (no more “Sorry, I was in Bora Bora” excuses)
- Custom reports showing where approvals bottleneck
- Automatic escalation if Karen from legal takes more than 2 days to respond

The Unsexy Features That Make This Work

Email Approvals: Because making execs log into another system is how approvals go to die.
Threshold Rules: Auto-approve small stuff, flag big risks without human babysitting.
Calculated Fields: Automatically apply discount limits based on lead score or deal size. No more “Who approved 90% off?!” mysteries.

“But We’re Special!” – Custom Scenarios That Actually Matter

For Agencies: Client-specific approval chains. Lead from Nike? Route to senior team. Lead from Bob’s Tire Shack? Junior account exec can handle it.
For Healthcare: HIPAA-compliant approval logs attached directly to Kaydoh lead records.
For SaaS Companies: Auto-approve trial extensions, but require CEO sign-off for custom SLA requests.

The Bottom Line (Because You Stopped Reading 5 Minutes Ago)

Kaydoh tells you when leads happen. ApproveThis tells your company how to handle them without the usual clusterf***. Together, they’re like caffeine for your sales pipeline – minus the jitters.

Next steps: Get ApproveThis, connect it to Kaydoh via Zapier, and stop losing deals to approval purgatory.

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Integrate with Kaydoh 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 Kaydoh

Suggested workflows (and their Zapier components) for Kaydoh

Create approval requests for new leads

When new leads are generated in Kaydoh, this integration creates a new approval request in ApproveThis to streamline qualification. It helps teams quickly review leads and ensure timely follow-ups.

Zapier Components

Kaydoh Logo

Trigger

New Leads

Triggers when a new lead is generated.

Action

Create Request

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