ApproveThis manages your eForma Integration approvals.

When Approval Management Meets Lead Management

Let's cut through the corporate jargon: approvals suck. They're the speed bumps of business progress. But what if your team could handle sign-offs as smoothly as your CRM handles leads? That's where pairing ApproveThis with eForma through Zapier changes the game. We're talking about connecting the dots between who needs to say "yes" and the deals that actually matter.

Why This Combo Doesn't Just Work - It Actually Solves Sh*t

eForma keeps your sales pipeline moving. ApproveThis keeps decisions from getting stuck. Together? They create a closed-loop system where leads get reviewed fast and approvals don't require chasing people through Slack. For companies scaling past 50 employees, this isn't nice-to-have - it's what keeps your growth from choking on its own processes.

The Nerd Stuff (Made Simple)

ApproveThis brings military-grade approval logic to the table: multi-step flows, automatic escalations, and real-time tracking. eForma handles the heavy lifting of lead intake and CRM data. Zapier acts as the messenger between them. The kicker? Approvers don't need eForma licenses. Your external partners can greenlight deals without getting lost in your CRM.

Real-World Uses That Don't Feel Like Corporate Fan Fiction

Use Case 1: Filtering High-Value Leads Before They Go Cold

Picture this: Your marketing team's crushing it with inbound leads. Problem is, half of them are tire-kickers wasting your sales team's time. With this integration:

• New eForma lead -> Auto-create ApproveThis request
• Sales manager approves/denies via email in 2 clicks
• Only approved leads hit your sales team's queue

Example: A mid-sized SaaS company used this to reduce unqualified demos by 37% while maintaining the same lead volume. Their sales team stopped complaining about garbage leads and started closing actual deals.

Use Case 2: Approval-Driven Lead Generation

Flip the script: Sometimes approvals generate new business. Say your product team approves a custom feature request. That approval in ApproveThis can trigger:

• Auto-create eForma lead for the requesting client
• Tag lead with specific product interest
• Trigger personalized follow-up sequences

Real results: A manufacturing firm using this method saw 22% faster follow-up on feature-approved leads, directly attributing $380K in upsells last quarter.

Department-Specific Wins (Because Silos Are for Farms)

Sales Teams: Less Admin, More Closing

Your reps waste 14 hours/month on internal approvals for discounts or custom terms. With conditional approval thresholds in ApproveThis:

- Deals under 5% discount auto-approve
- 5-10% needs manager OK
- Over 10% triggers VP review

All tracked in eForma lead records. No more "Did you get my approval request?" emails.

Marketing: Prove ROI Without the Spreadsheet Juggling

Every campaign budget request becomes an auditable approval chain. When combined with eForma's lead data, you get real-time visibility into:

- Which approved campaigns actually drove qualified leads
- Which overpriced conference sponsorships got axed by the CFO
- How approval bottlenecks are literally costing you leads

Operations: Killing the "Who Approved This?!" Chaos

New vendor in eForma? Contract approval workflows in ApproveThis automatically:

- Check against existing vendor lists
- Route based on contract value
- Escalate if legal review needed

All while keeping procurement teams in sync through eForma's records.

Setting This Up Without Losing Your Mind

Here's the beauty part - no coding required:

1. Create a Zapier account (free tier works)
2. Connect eForma as trigger app
3. Choose "New Lead" event
4. Connect ApproveThis as action app
5. Map lead fields to approval request
6. Test with live data

Pro tip: Use ApproveThis' calculated fields to auto-flag high-value leads needing exec review. Saves 3-5 days on enterprise deal approvals.

Features You'll Actually Use (No Bloatware Here)

While building these workflows, don't sleep on:

Vacation Delegation: Sales approver OOO? Requests auto-reassign - no dropped balls.
Approval Groups: Need consensus from legal and finance? Handle it in one step.
Real-Time Dashboards: See which approved leads have the highest conversion potential.

When to Know You're Doing It Wrong

This integration isn't magic fairy dust. Avoid these facepalms:

- Trying to approve every $50 lead (use thresholds!)
- Routing simple renewals through 5 approvers
- Not syncing approval status back to eForma

Remember: The goal isn't more approvals - it's smarter approvals.

Bottom Line for Grown-Up Companies

If you're juggling between 50-5000 employees, manual approvals aren't scaling - they're slowing you down. Connecting ApproveThis and eForma via Zapier isn't about tech for tech's sake. It's about:

- Closing deals faster than competitors stuck in approval purgatory
- Giving clients answers before they have to ask
- Actually trusting your approval data instead of second-guessing spreadsheets

Your Move

Either keep doing approvals the old way and pretend it's "working fine," or spend 20 minutes setting up a Zapier integration that pays for itself in recovered productivity. Your call.

Get Started with ApproveThis