ApproveThis manages your LeadExec Integration approvals.

When Bureaucracy Meets Lead Distribution

Let’s talk about the worst part of closing deals: waiting for someone to hit “approve.” Sales teams live in LeadExec – tracking leads, scoring opportunities, trying to keep the pipeline flowing. But when every discount request, custom proposal, or contract change needs five emails and three Slack pings to get signed off? That’s where deals go to die.

ApproveThis doesn’t just automate approvals – it weaponizes them. Connect it to LeadExec via Zapier, and suddenly your lead distribution platform becomes the control center for decision-making. No more lost requests. No more “I thought YOU were handling this.” Just leads moving through your CRM with all the necessary sign-offs attached like a paper trail on steroids.

Why This Combo Works (When Other Tools Trip Over Themselves)

Most approval tools force your team to live in yet another app. ApproveThis meets people where they already are – email inboxes, Slack channels, even SMS. LeadExec handles the leads; ApproveThis handles the bureaucracy. Together, they’re like a sales ops manager who never sleeps:

• No more license headaches: Approvers don’t need LeadExec logins. Send contracts to legal via email, get CFO sign-off via text, keep external partners in the loop without adding them to your CRM.
• Conditional logic that doesn’t require a PhD: Auto-route discount requests based on deal size, escalate high-priority leads to execs after 2 hours, require dual approvals for custom terms – all without building flowcharts.

Real-World Use Cases That Don’t Suck

This isn’t about “streamlining workflows” – it’s about fixing specific headaches your sales and ops teams actually have:

Use Case 1: Approval-to-Lead Handoffs That Don’t Drop the Ball

The Problem: Marketing qualifies a lead, sales says it’s a fit, but legal needs to vet compliance before the demo gets booked. Three different teams, three different systems, one massive bottleneck.

The Fix: When LeadExec gets a new lead meeting certain criteria (enterprise deal size, regulated industry, etc.), ApproveThis automatically:

• Pings legal via email with a pre-built compliance checklist
• Routes the signed-off docs back to LeadExec as a custom activity
• Triggers a demo booking email only AFTER all boxes are checked

Who Cares: SaaS companies selling into healthcare/finance, agencies handling large client onboarding, any team where compliance isn’t optional.

Use Case 2: Escalating Hot Leads Without the Panic

The Problem: Your SDRs find a red-hot lead at 4:45 PM on Friday. The AE who needs to approve it is OOO. By Monday, the lead’s cold.

The Fix: ApproveThis’ vacation delegation + LeadExec lead scoring:

• High-intent leads trigger immediate approval requests
• If the primary approver’s out, it auto-assigns to their backup
• Unanswered after 1 hour? Escalate to sales leadership via SMS

Who Cares: High-velocity sales teams, companies with global teams across time zones, anyone tired of leads rotting in inboxes.

Setting This Up Without Losing Your Mind

If you’ve ever built a Zapier integration before, this’ll take 12 minutes:

1. Connect the Apps: Log into Zapier, link ApproveThis and LeadExec
2. Pick Your Trigger: “New Lead in LeadExec” or “New Approval Request in ApproveThis”
3. Map the Fields: Lead details → approval request form, or vice versa
4. Add Conditions: “Only route deals over $50K”, “Skip legal review for renewals”, etc.

Pro tip: Start with ONE approval workflow (like discount requests) to test. Once that’s humming, clone the Zap for other processes.

Which Teams Stop Hating Their Lives

Sales Ops: Stop playing operator. Set thresholds so only deals over 20% discount need VP approval. Let everything else auto-approve and keep reps moving.

Marketing: Automatically route MQLs through a quick sales team approval before dumping them into nurture campaigns. No more “Why are we getting crap leads?!”

Finance: Get all contract approvals logged in LeadExec with amount, terms, and approver – no more digging through DocuSign envelopes at quarter-end.

Features You’ll Actually Use (No Bloat Here)

We’re not here to sell you AI blockchain approval tokens. Just the stuff that works:

• Approval Thresholds: Deals under $10K auto-approve? Done. Over $100K needs CEO + CFO? Also done.
• Calculated Fields: Auto-add 15% contingency to budget approvals, show commission impact on deal approvals, etc.
• Real-Time Tracking: See every pending approval in LeadExec deals – no switching tabs.

Bottom Line: Less Approving, More Closing

Approvals aren’t going away. But manual approvals belong in the same grave as fax machines and cold calling. Connect ApproveThis to LeadExec, and you’re not just automating clicks – you’re removing the friction that makes reps avoid submitting requests in the first place.

Next steps: If your LeadExec pipeline has more bottlenecks than a Costco sample line, book a 15-minute demo. We’ll show how to set up your first approval workflow while your coffee’s still hot.