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Conversion Cloud Integration

ApproveThis manages your Conversion Cloud Integration approvals.

April 17, 2025

Integration Category: Crm

Why This Integration Matters

Conversion Cloud excels at capturing leads across multiple channels, but even the best leads lose value when stuck in approval limbo. ApproveThis eliminates this friction by adding structured decision-making directly into your lead management process. Together, these platforms create a closed-loop system where marketing teams qualify prospects and sales teams act on approved opportunities - without manual follow-ups or spreadsheet tracking.

Consider this real-world impact: A home services company using both tools reduced their lead response time from 72 hours to 90 minutes by automatically routing high-value service requests to field managers for approval. Their sales team now spends 40% less time chasing internal sign-offs and 22% more time closing deals.

Core Integration Benefits

Precision Decision-Making

Conversion Cloud's lead scoring meets ApproveThis' conditional thresholds to create smart automation rules. Example: Leads scoring above 85 points auto-approve for immediate sales outreach, while medium-priority leads (60-84 points) require manager review. This prevents decision fatigue while maintaining quality control.

Cross-Team Alignment

Marketing ops teams gain visibility into which approved leads convert best, enabling data-driven budget adjustments. Sales leaders receive audit trails showing approval times versus close rates. Executives get real-time dashboards tracking pipeline velocity from first contact to signed contract.

Implementation Made Simple

Connect Conversion Cloud to ApproveThis via Zapier in three steps:

  1. Create a Zap triggered by Conversion Cloud's "New Lead" event
  2. Map lead details to ApproveThis' custom request fields
  3. Set approval rules based on lead score, deal size, or region

Pro Tip: Use ApproveThis' calculated fields to automatically flag leads requiring legal review (e.g., enterprise contracts over $50K) or compliance checks (common in healthcare and financial services).

Industry-Specific Workflows

Commercial Real Estate

Brokerages automatically route property inquiries through approval chains matching their specialization matrix. A retail space lead might need sign-off from the leasing director and tenant coordinator, while an industrial park inquiry escalates to the development partner. ApproveThis' vacation delegation ensures no deal stalls because someone's at a conference.

Marketing Agencies

New client requests trigger parallel approvals - creative directors review project scope while finance leads assess payment terms. The integration reduces onboarding delays from 5+ days to under 48 hours, crucial in competitive pitches.

Team-Specific Advantages

Sales Teams

Reps receive pre-approved leads with all necessary documentation attached. One manufacturing company eliminated 12 hours/month per rep previously spent compiling data for approval requests.

Marketing Operations

Campaign performance metrics now include approval cycle times, revealing bottlenecks in lead handoff processes. Several users have optimized their nurture streams after discovering mid-funnel approval delays.

Executive Leadership

CFOs appreciate automatic spend controls when large deals require additional approvals. One SaaS company prevented $240K in discount overages last quarter using approval thresholds tied to deal size.

Advanced Configuration Options

While the basic integration delivers immediate value, power users should explore:

  • Dynamic Routing: Send enterprise leads to vertical-specific sales managers based on Conversion Cloud's lead tags
  • Auto-Archiving: Rejected leads automatically update Conversion Cloud's status to prevent pipeline clutter

Important Note: ApproveThis approvers only need email access - no additional Conversion Cloud licenses required. This makes the solution ideal for businesses involving external partners or clients in approval processes.

Measuring Success

Key metrics to track post-implementation:

Approval Cycle Time: Most users see 60-75% reductions in the first month

Lead Conversion Rate: Focused outreach on approved leads typically increases closes by 15-20%

Operational Costs: Several clients report saving 8-12 hours weekly on approval-related admin tasks

Getting Started

Ready to transform your lead management? Register for ApproveThis and connect your Conversion Cloud account via Zapier in under 20 minutes. For complex use cases, schedule a custom demo to see advanced workflow configurations.

Final Tip: Start with your highest-value lead segment (enterprise deals, premium services, etc.) to demonstrate quick ROI before expanding company-wide.

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Integrate with Conversion Cloud 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 Conversion Cloud

Suggested workflows (and their Zapier components) for Conversion Cloud

Create approval requests for new Conversion Cloud leads

When a new lead is captured in Conversion Cloud, the integration sends the lead details to ApproveThis to create an approval request. This automation helps ensure that only qualified leads are pursued and streamlines the decision-making process. *Note: Customize any additional filtering steps to suit your lead qualification criteria.*

Zapier Components

Conversion Cloud Logo

Trigger

New Lead

Triggers when a new lead is created.

Action

Create Request

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