ApproveThis manages your Cloud Attract Integration approvals.

When Approval Workflows Meet Lead Capture

Let's cut to the chase: most companies between 50-5,000 employees aren't struggling to get leads. They're drowning in them. The real problem? Getting decisions made about what to do with those leads before they go cold. That's where pairing Cloud Attract's lead capture muscle with ApproveThis' approval automation brains creates something actually useful.

Cloud Attract does the heavy lifting of attracting prospects with landing pages and instant valuations. ApproveThis handles the bureaucratic ballet of getting people to sign off on next steps. Together through Zapier, they remove the three biggest bottlenecks in lead management:

• Waiting for human approvals before acting on hot leads
• Losing visibility into who's responsible for decisions
• Manually shuffling data between systems

Why This Combo Works (When Others Don't)

Most CRM integrations focus on moving data. This pairing focuses on moving decisions. Here's what that actually means:

For Sales Teams

New lead in Cloud Attract? Auto-create an approval request to vet lead quality before wasting sales rep time. ApproveThis can route this to the right AE based on territory rules or lead score thresholds. If it's a weekend lead, vacation delegation ensures someone's always covering.

For Marketing Ops

Every approved lead in ApproveThis can trigger personalized follow-up sequences in Cloud Attract. But here's the kicker: ApproveThis' calculated fields let you auto-approve leads that hit certain criteria (like specific property values), while flagging outliers for human review.

For Finance & Legal

That "free" home valuation tool? Someone's paying for it. ApproveThis lets you set budget thresholds - if a Cloud Attract campaign exceeds projected lead costs, it automatically escalates for CFO sign-off before another dime gets spent.

Real-World Use Cases That Don't Suck

Let's get specific. These aren't hypothetical "maybe someday" scenarios - these are workflows actual mid-market companies are running right now:

1. Instant Lead Triage for Real Estate

Brokerage firms using Cloud Attract's CMA tools set up approval chains where:

• New leads under $500k property value auto-approve to junior agents
• $500k-$1M require broker sign-off in ApproveThis
• Over $1M trigger a committee review with calculated fields showing comps

Result: One 200-agent firm cut lead response time from 38 hours to 90 minutes.

2. Compliance-Friendly Campaign Approvals

A mortgage lender uses Cloud Attract landing pages with APR calculators. Every new campaign variation needs legal review. Their flow:

1. Cloud Attract campaign draft created
2. Zapier triggers ApproveThis request with campaign details + compliance checklist
3. General counsel reviews directly in email (no app login needed)
4. Approval automatically publishes campaign

Bonus: They added a conditional step where any mention of "guaranteed approval" auto-redirects to the CCO.

Setting This Up Without Losing Your Mind

Here's the beauty of using Zapier - you're not building some fragile custom integration. The heavy lifting's already done. Basic setup:

Step 1: Connect Cloud Attract and ApproveThis to your Zapier account. Takes 2 minutes if you have admin access to both.

Step 2: Pick your trigger. Usually either "New Cloud Attract Lead" or "New ApproveThis Request".

Step 3: Map the important fields. For lead approvals, you'll want property details, lead source, and any scoring from Cloud Attract flowing into ApproveThis' custom fields.

Pro Tip: Use ApproveThis' calculated fields to auto-add lead quality scores or estimated deal size based on Cloud Attract data. Lets you set rules like "All leads over $750k value get VP approval".

Critical Note: ApproveThis doesn't require approvers to have Cloud Attract licenses. Huge for brokerages working with external agents or lenders needing borrower approvals.

Features You'll Actually Use

We're not here to sell you on flashy AI that never works. These are the ApproveThis features that make the Cloud Attract integration legit useful:

Approval Thresholds That Do Math For You

Set automatic approvals based on Cloud Attract lead data. Example: Any lead with a home valuation under $300k gets auto-approved for your entry-level agents. Over that? Route through senior staff.

Email Approvals That Don't Require a PhD

Approvers can review Cloud Attract lead details and click approve/reject right from their inbox. No logins, no passwords, no "where's the attachment?".

Delegation That Doesn't Drop the Ball

When your top listing agent is on vacation, ApproveThis automatically reroutes their Cloud Attract lead approvals to their designated backup. No more leads rotting in someone's out-of-office inbox.

Who Actually Benefits From This?

If your company has more than 50 employees and any of these sound familiar, keep reading:

Sales Managers Tired of Herding Cats

Instead of chasing down approvals for Cloud Attract leads across 12 different agents, set rules in ApproveThis. Hot lead from the premium landing page? Auto-approve to top closers. Free valuation tool lead? Needs manager vetting first.

Marketing Teams Addicted to Spreadsheets

Stop manually exporting Cloud Attract leads just to beg for budget approvals. Set up a Zap that triggers an ApproveThis workflow whenever campaign spend exceeds projections. CFO gets the request with ROI calculations baked in.

Brokerages Scaling Past Chaos

Growing from 50 to 200 agents? ApproveThis becomes your enforcement layer for compliance. Every Cloud Attract lead gets routed based on territory rules, experience level, and specialty areas - no more rookie agents accidentally poaching luxury listings.

The Bottom Line

Combining Cloud Attract with ApproveThis isn't about flashy tech - it's about removing the human bottlenecks that turn great leads into missed opportunities. For companies between 50-5,000 employees, that's the difference between scaling smoothly and drowning in your own growth.

ApproveThis doesn't just move data - it moves decisions. And when those decisions gatekeep your sales funnel, moving them faster (without losing control) is what actually moves revenue.

Next Steps:

If you're using Cloud Attract and still handling approvals through Slack pings or email chains, it's time to upgrade. Sign up for ApproveThis and connect it via Zapier in an afternoon. Or if you want to see it customized for your exact approval headaches, book a 15-minute demo.