When Approval Bottlenecks Meet Lead Management

Let's get real: your sales team lives in EnquiryBox, and your finance team lives in spreadsheets. Meanwhile, leads get stuck waiting for someone - anyone - to hit "approve" so work can actually happen. This isn't just annoying; it's costing you deals.

ApproveThis and EnquiryBox through Zapier is like giving your approval processes a double shot of espresso. We're talking about turning "Hey, can someone look at this?" into automated workflows that keep deals moving before your competition finishes their morning coffee.

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

EnquiryBox organizes leads like a pro. ApproveThis kicks indecision to the curb. Together? They create a system where:

• Leads get approved before they go cold
• Finance doesn't have to play 20 questions with sales
• Everyone can see where things stand without scheduling another damn meeting

Here's the kicker: approvers don't need an EnquiryBox license. External partners, clients, or that C-suite exec who still uses AOL email? They can approve stuff directly from their inbox. No new logins, no training, no excuses.

Real Workflows for People Who Hate "Workflow Talk"

Use Case 1: From Lead to Approved Deal in 60 Seconds

Picture this: Your marketing agency gets a new campaign request through EnquiryBox. Instead of it sitting in someone's inbox for days:

1. Zapier spots the new lead
2. ApproveThis automatically routes it to the right people
3. Approvers get an email they can respond to in two clicks

Who this helps: Media buying teams needing quick client sign-offs, manufacturing companies vetting distributor applications, anyone tired of "Did you see my email?" follow-ups.

Use Case 2: Auto-Create Leads When Stuff Gets Approved

Flip the script: When your procurement team finally approves that big equipment purchase in ApproveThis, Zapier instantly creates a new lead in EnquiryBox for your sales team to nurture.

Who this kills it for: SaaS companies tracking feature requests, construction firms managing vendor relationships, basically any business where "yes" should immediately trigger "next steps".

Setting This Up Without Losing Your Mind

1. Connect the dots in Zapier: Create a Zap that triggers on new EnquiryBox leads
2. Map the important stuff: Lead details → Approval request fields
3. Set your approval rules: Who needs to sign off? What info do they need?
4. Test with real data: Try approving a $1 request before moving to $100k deals

Pro tip: Use ApproveThis's approval thresholds so small requests auto-approve while big ones get escalated. Your team will thank you.

Which Teams Get Their Lives Easier?

Sales Teams: No More Approval Begging

New lead comes in? It's automatically routed for approval with all the context attached. Decision-makers get everything they need to say yes - pricing, client history, that one note about the client's weird allergy to Zoom calls.

Operations: Kill the Paper Trail

Vendor approvals, inventory purchases, contract renewals - all tracked in one dashboard instead of spread across 14 different email threads. Plus, vacation delegation means approvals don't die because someone's at Burning Man.

Finance: Guardrails Without the Speed Bumps

Set auto-approval thresholds so small expenses flow through instantly while big spends get proper scrutiny. Real-time tracking means no more surprise budget overages.

But Wait - There's Actual Features Under the Hood

This isn't just about passing data between apps. ApproveThis brings:

• Calculated fields: Automatically determine discount eligibility or commission rates as part of the approval
• Conditional routing: Send EU leads to GDPR-trained approvers, high-value accounts to execs
• Audit trails: Because "Who approved this?!" shouldn't require a forensic investigation

The Bottom Line: This Isn't Just Automation

It's about removing the stupid bottlenecks that make people hate process. When your team isn't chasing approvals:

- Deals close faster
- Mistakes get caught earlier
- Everyone looks slightly less stressed at standup meetings

And let's be honest - you look like a hero for implementing it.

Ready to Stop Being a Human Routing Bot?

If you're still manually forwarding emails or playing telephone with approvals, we need to talk. Get started with ApproveThis today, or schedule a demo to see exactly how it works with EnquiryBox.

PS: If you hit any snags setting up the Zapier integration, our support team actually answers their emails. Wild concept, we know.