ApproveThis manages your Agent Legend Integration approvals.
April 17, 2025
Integration Category: Crm
Why Bother Connecting These Two?
Let's cut through the hype: Approval processes suck. They're where deals go to die and campaigns get stuck in committee limbo. That's why pairing ApproveThis (your approval quarterback) with Agent Legend (your CRM automation engine) through Zapier isn't just smart – it's survival instinct for companies tired of playing email tag with decisions.
What Happens When Approval Meets Action
ApproveThis handles the "Should we?" Agent Legend executes the "Now what." Together through Zapier, they create closed-loop automation where:
- Approval decisions automatically trigger real actions in your CRM
- CRM events kick off approval chains without manual data entry
The kicker? Approvers only need ApproveThis access – no extra Agent Legend licenses required. Perfect for involving external partners or cross-department teams without blowing your software budget.
Four Ways This Combo Actually Gets Used
1. For Sales Teams: No Lead Left Behind
When a prospect responds to your Agent Legend campaign (email/SMS/call), ApproveThis automatically creates an approval request with key details:
Real Example: A Phoenix-based real estate firm routes all "hot" lead responses to senior agents for immediate review. Approved leads get personal callbacks within 15 minutes, denied leads go to junior staff for nurturing.
2. For Marketing: Campaigns That Don't Creep People Out
New contacts added to Agent Legend campaigns trigger approval requests in ApproveThis. No more accidentally spamming that CMO who just downloaded an ebook.
How It Works: Marketing ops sets approval thresholds – under $50k companies auto-approve, enterprise contacts need manual review. Uses ApproveThis' calculated fields to auto-flag decision criteria.
3. For Operations: The Paperwork Whisperer
Approved vendor contracts in ApproveThis automatically update Agent Legend contact records. Denied requests? They get tagged for legal review in both systems.
Pro Tip: Activate vacation delegation so approvals never bottleneck when someone's OOO. The system reassigns tasks based on your org chart rules.
4. For Leadership: Actual Visibility
Every approved/denied decision in ApproveThis logs notes and next steps directly in Agent Legend activity histories. No more "Why did we approve this?!" meetings.
Setting This Up Without Losing Your Mind
Here's the 3-step reality check:
- Zapier Hook: Connect ApproveThis and Agent Legend in Zapier (takes 4 minutes)
- Trigger Happy: Choose your starting point – either an Agent Legend event or ApproveThis request
- Data Handoff: Map critical fields between systems (lead value → approval threshold, response type → routing group)
Most teams get their first workflow live in under 20 minutes. The real work is deciding which of your current clusterf...uh, processes to automate first.
Why This Isn't Just Another Integration
What makes this combo actually stick:
No Approval Black Holes: ApproveThis' real-time tracking shows exactly where each request is stuck – and automatically nudges dawdlers.
CRM That Doesn't Lie: Agent Legend campaigns reflect actual approved actions, not some rep's best guess at what got signed off.
Scale Without the Headcount: A 12-person logistics company uses this setup to manage 230+ weekly approvals across 14 clients. How? Automated routing slashes 8 hours/week of "Who needs to see this?" busywork.
Who Actually Benefits?
50-200 Employee Companies: Finally act like the "agile" startup you claim to be without approval chaos.
200-5000 Employee Orgs: Standardize approvals across business units while still letting teams customize their Agent Legend workflows.
Industries That Move Fast: Commercial real estate, tech consulting, and anyone who's tired of clients asking "Where are we on this?"
The Bottom Line
ApproveThis + Agent Legend via Zapier is about eliminating the 37 back-and-forth emails that happen between "Looks good to me" and actual work getting done. It's approval automation that doesn't require an IT degree to set up or a management consultant to explain.
Ready to stop herding cats? Get ApproveThis and connect it to Agent Legend before your next "urgent" approval request hits Slack.
Integrate with Agent Legend 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 Agent Legend
Suggested workflows (and their Zapier components) for Agent Legend
Update contact details for new approval request in Agent Legend
Boost your lead follow-up process by ensuring contact details are up-to-date. This integration updates a contact's information in Agent Legend whenever a new approval request is received in ApproveThis, streamlining communication based on the latest data. *Note: Set up the request data to include essential contact details for seamless updates.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Update Contact
Updates a Contact's details.
Create approval requests for responded contacts in ApproveThis
Ensure timely and appropriate action on every contact response by creating approval requests in ApproveThis. When a contact responds to your Agent Legend campaign, this integration drafts a new approval request, enabling your team to rapidly assess and decide on follow-ups. *Note: Configure ApproveThis to capture relevant response data for informed decision-making.*
Zapier Components
Trigger
Contact Responded
Triggers when a contact responds to one of your campaigns.
Action
Create Request
Creates a new request, probably with input from previous steps.
Initiate approval request for new campaign contacts in ApproveThis
Automate decision-making for new campaigns by initiating approval requests in ApproveThis. When a contact is added to an Agent Legend campaign, this automation generates an approval request, facilitating organized tracking and accountability for each new lead. *Note: Ensure the request data includes essential lead and campaign information.*
Zapier Components
Trigger
Contact Added to Campaign
Triggers when a contact is added to a campaign.
Action
Create Request
Creates a new request, probably with input from previous steps.
Add contacts to Agent Legend campaigns after approval decision
Enhance your campaign management by adding contacts to campaigns only after their requests are approved or denied. Once a request in ApproveThis is completed, this automation adds the contact to an Agent Legend campaign, ensuring only vetted contacts proceed for targeted engagement. *Note: Configure ApproveThis to manage request criteria efficiently.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Add Contact to Campaign
Adds a contact to a campaign.
You'll ❤️ these other ApproveThis integrations
-
Recruit CRM
Published: April 17, 2025Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.
-
RushAnswer
Published: April 17, 2025RushAnswer enables user to connect to answer io notifications services.
-
AccountEdge
Published: April 17, 2025AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.