ApproveThis manages your CLOSUM approvals.

When Lead Management Meets Approval Muscle

Let’s cut to the chase: Your marketing team’s pumping out leads with Closum, but somewhere between "contact us" forms and sales outreach, things get stuck. Someone’s waiting on a budget sign-off. Legal needs to vet a high-value prospect. A regional manager’s on vacation holding up a deal. This is where pairing Closum with ApproveThis turns "waiting" into "doing."

Closum handles the front end – landing pages, SMS campaigns, lead capture. ApproveThis handles the back end – getting the right people to say "yes" faster, without chasing Slack threads or digging through inboxes. Connect them through Zapier, and you’ve got a system where leads move forward the second they’re approved, not when someone finally checks their email.

Why This Combo Works for 50-5,000 Employee Companies

Mid-sized companies get crushed by approval bottlenecks. Startups wing it. Enterprises throw money at the problem. You? You need process without paperwork. Here’s where this integration hits different:

• No more license headaches: Approvers (even external partners) can approve/reject via email – no need for Closum logins.
• Conditional logic that doesn’t require a PhD: Auto-approve leads under $5K, escalate big deals to the CFO, route legal reviews based on industry.
• Audit trails that actually help: Every approval tied to a Closum lead record. No more "Who approved this?!" before quarterly reviews.

Real-World Scenarios (Not Fluffy Theory)

Use Case 1: High-Velocity Lead Vetting

A 200-person SaaS company uses Closum landing pages for webinar sign-ups. Problem? Sales development reps (SDRs) waste time on unqualified leads from free-tier users.

The Fix: Zapier triggers an ApproveThis workflow the second a new lead hits Closum. Marketing ops auto-filters leads:

• Job title = "Director+"? Auto-approved, SMS alert sent to sales.
• Company size <100 employees? Route to SDR manager for manual review.
• Industry = healthcare? Add legal team approval step for compliance checks.

Result: Sales only talks to leads who matter. Legal gets looped in early without slowing down the process.

Use Case 2: Compliance Without the Paperwork

A 1,200-employee financial services firm uses Closum for lead gen but needs FINRA compliance checks on all prospect communications.

The Fix: Every new lead in Closum triggers:

1. ApproveThis sends compliance checklist to legal team.
2. Once approved, Closum automatically adds lead to nurture campaign.
3. If denied, lead gets tagged in Closum and sales gets an automated Slack alert.

Bonus: ApproveThis’ vacation delegation reroutes approvals if the compliance officer’s out. No more "Sorry, I was OOO" delays.

Features You’ll Actually Use (No Bloat)

We’re not here to sell you features that look good in demos but collect dust. Here’s what matters when connected to Closum:

Email Approvals: Your busy VPs aren’t logging into another tool. They approve/reject from their phone between meetings. Status syncs back to Closum automatically.

Thresholds: Example: Auto-approve lead spend under $10K if the lead score is >75. Escalate bigger deals with one click.

Calculated Fields: Pull lead scoring data from Closum, combine with deal size, and auto-route based on custom formulas. No manual math.

Setup That Doesn’t Require IT

If you can set up a Closum landing page, you can do this. Here’s the game plan:

1. Zapier Connection: Create a Zap between Closum and ApproveThis (15 minutes).
2. Triggers: Pick Closum events – new lead, lead status change, etc.
3. Actions: Map Closum lead data to ApproveThis fields (name, company, custom criteria).
4. Test: Approve a test lead manually. See if it pops up in Closum.

Pro Tip: Start with one workflow (e.g., high-value lead approvals). Scale after you see the time saved.

Who Benefits? (Besides Your Sanity)

Marketing Teams

Stop sales from complaining about lead quality. Set approval rules so only marketing-qualified leads get passed. Track which campaigns get approved fastest in ApproveThis dashboards.

Sales Ops

Deal reviews used to take 3 days? Build a parallel approval path where legal and finance review simultaneously, not sequentially. ApproveThis shows who’s holding things up.

Finance

Closum shows lead potential. ApproveThis adds budget guardrails. Example: Auto-flag deals requiring discounted pricing for CFO review before sales can offer them.

The Bottom Line

Closum gets you leads. ApproveThis gets them unstuck. Together, they make sure your team spends time closing deals, not chasing approvals.

This isn’t about flashy tech. It’s about fixing the crap that annoys your managers every quarter – missed SLAs, compliance near-misses, deals lost because approvals took too long.

Next Steps (No Sales Pitches)

If you’re using Closum and have more than 50 employees, you’ve got approval bottlenecks. Period.

Register for ApproveThis, connect your Closum account via Zapier, and build your first workflow in under an hour. Or schedule a 15-minute demo to see how other mid-market teams cut approval delays by 60%+.

PS: If you’re still emailing spreadsheets for approvals, we’re judging you (kidding… mostly).