ApproveThis manages your Converflow Integration approvals.

Why This Integration Isn’t Just Another Zap

Let’s cut through the noise: most SaaS integrations are duct tape solutions. Not this one. Converflow captures leads through conversational chatbots. ApproveThis handles the messy human decisions about what to do with them. Together via Zapier? They turn “we need to discuss this” into “here’s the plan.”

The Real Problem They Solve Together

Mid-sized companies using Converflow aren’t struggling to get leads – they’re struggling to act on them without 17 Slack threads. Sales needs marketing sign-off on custom demos. Customer success wants finance to approve discounted upgrades. Everyone’s waiting for someone else to decide.

ApproveThis doesn’t just automate approvals – it automates who’s allowed to make which decisions. Converflow doesn’t just collect leads – it packages them with context. Connect the two, and you’ve got a system where:

• High-value leads get fast-tracked to sales
• Edge cases auto-escalate to the right approver

Use Case 1: From Chatbot Conversation to Approved Action in 60 Seconds

Picture this: A SaaS company’s Converflow chatbot qualifies a lead requesting an enterprise-tier demo. Normally, this kicks off a game of calendar tag between sales, solutions engineering, and the CRO. With the integration:

1. Converflow triggers an ApproveThis request via Zapier
2. Pre-configured thresholds auto-approve standard demos
3. Enterprise requests route to CRO + legal via approval groups

Result: Sales knows within minutes whether to send a Calendly link or a “we’ll craft a custom POC” email. No license needed for external legal counsel to approve NDA terms – they just click Approve/Reject in their inbox.

Use Case 2: Turning Approved Requests into Prioritized Leads

Reverse the flow: When marketing gets budget approval for a new campaign in ApproveThis, Zapier auto-creates a Converflow lead. Now the sales team knows to expect inbound traffic from that campaign – no more “why wasn’t I looped in?” emails.

Real-world example: A 250-person e-commerce company uses this to handle supplier onboarding. Procurement approves a new vendor in ApproveThis > Converflow creates a lead > The vendor gets automated onboarding sequences. Finance stays happy because all approvals hit NetSuite automatically.

The Hidden Advantage: No More App Sprawl

Here’s what nobody tells you about companies with 50-5k employees: Their sales team lives in Converflow. Their approvers live in email. This integration bridges that gap without forcing everyone into yet another tool. Approvers don’t need Converflow logins – just email access. Sales doesn’t need ApproveThis training – everything happens in the CRM they already use.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting, but here’s the cheat code:

Step 1: Create your Zap with Converflow as the trigger (New Lead).
Step 2: Map critical lead data to ApproveThis fields – deal size, requested features, etc.
Step 3: Set approval rules in ApproveThis: “Route all $50k+ opportunities to CFO + CRO sequentially.”
Step 4: Add fallback rules: If no response in 24h, escalate to department VP.

Pro tip: Use ApproveThis’ calculated fields to auto-score lead priority based on Converflow data. No more manual “high/medium/low” tagging.

Why Your Finance Team Will Actually Use This

Because approvers can:

• Delegate approvals when OOO (no more “I was on PTO” excuses)
• See all pending requests in one dashboard
• Approve via email without logging into Yet Another Portal™

Example: A 800-employee MSP routes all discounted renewals through ApproveThis. Finance sets thresholds – anything under 15% discount auto-approves. Over 15%? Goes to the CFO with deal history pulled from Converflow.

For Sales Ops: The Reporting You’ve Been Begging For

ApproveThis tracks approval times per department. Converflow tracks lead response times. Combine them in your BI tool, and suddenly you can prove that legal bottlenecks add 72 hours to enterprise deal cycles. Or that auto-approved SMB leads convert 22% faster.

The Quiet Killer Feature: Conditional Logic

Not all approvals are created equal. With ApproveThis’ conditional workflows:

• Enterprise leads requesting API access? Route to CTO + security
• Existing customers asking for pricing tiers? Auto-approve based on ARR
• Free trial extensions? Delegate to customer success managers

All while keeping Converflow as the single source of truth for lead data.

When To Steal These Playbooks

For SaaS companies: Use approval thresholds to enforce discounting policies without micromanaging AEs.
For agencies: Auto-route new client requests to available team leads based on workload.
For manufacturers: Turn custom RFQs into approved production orders without 8 Excel handoffs.

The Catch (Because Nothing’s Perfect)

This isn’t a “set it and forget it” integration. You’ll need to:

• Map your approval chains in ApproveThis before connecting workflows
• Train teams to stop manual approvals in Slack/email
• Audit thresholds quarterly as deal sizes change

But compared to the alternative? Worth the upfront effort.

How To Not Screw This Up

Common mistakes we’ve seen:

• Using broad approval groups instead of sequential routing (creates decision paralysis)
• Not setting escalation rules (lets requests die in inactive approvers’ inboxes)
• Forgetting to sync denial reasons back to Converflow (loses crucial feedback)

Fix: Start with one high-impact workflow (like enterprise deals), perfect it, then scale.

Ready To Stop Being a Human Router?

If your Converflow leads deserve faster responses than your Amazon returns, it’s time to automate the approval chaos. Start your ApproveThis trial or book a 15-minute demo to see the integration live.

P.S. The CFOs of your future approved deals thank you in advance.