Skip to content
Leadinfo Integration

ApproveThis manages your Leadinfo Integration approvals.

April 17, 2025

Integration Category: Marketing

Why Your Lead-to-Cash Process Feels Like Herding Cats

Let's be real - you're spending good money attracting website visitors. Leadinfo tells you exactly who's checking you out (finally, some clarity). But here's where it gets messy: getting your team to actually do something with those leads before they ghost you. Sales says marketing's leads suck. Marketing says sales doesn't follow up. Finance is stuck approving discount requests three days too late.

ApproveThis cuts through that noise by putting guardrails on the chaos. When you connect Leadinfo's real-time lead intel to our approval automation through Zapier, you stop losing deals to:

  • Sales reps sitting on hot leads because they're waiting on manager approval
  • Marketing wasting budget on unvetted campaigns
  • Finance causing deal delays with manual approval bottlenecks

How This Tag Team Actually Works (No PhD Required)

Leadinfo spots the companies sniffing around your site. ApproveThis makes sure the right people review and act on that intel now, not after your competitor does. The magic happens through three key Zapier triggers:

1. Instant Lead Vetting for Sales Teams

When Leadinfo's Lead Bot captures a new prospect, ApproveThis automatically:

  • Routes the lead to sales managers for territory assignment
  • Triggers special pricing approvals if the prospect matches target account criteria
  • Escalates high-value leads to execs for fast-tracked deals

Real example: A SaaS company reduced their lead response time from 48 hours to 19 minutes by auto-routing enterprise leads to dedicated account execs with pre-approved discount thresholds.

2. Marketing Budgets That Don't Bleed Out

Every Leadinfo form submission can trigger an approval chain for:

- Campaign budget increases when lead quality hits targets
- Content spend approvals based on visitor engagement data
- Event sponsorship requests tied to actual attendee company profiles

How it plays out: An e-commerce brand stopped wasting $27k/month on underperforming ads by requiring campaign manager approval before increasing budgets on low-intent lead sources.

3. Ops Teams That Actually Enable Deals

Custom triggers in Leadinfo (like specific job titles visiting pricing pages) can auto-create:

- Contract review workflows for legal
- NDA approval chains before sharing sensitive docs
- Implementation resource requests for high-potential deals

Cold hard numbers: One manufacturing company cut their RFP response time by 60% by linking engineering resource approvals to lead trigger thresholds.

Why This Isn't Just Another "Integration"

Most approval tools make you choose between flexibility and control. ApproveThis gives you both through features that actually matter:

Approval Thresholds: Auto-approve small discounts but escalate big deals to VPs without manual oversight.
Vacation Coverage: Sales doesn't grind to a halt because John's out - approvals automatically reroute.
Calculated Fields: Dynamic discount limits based on lead score + deal size + rep performance.

And here's the kicker: approvers don't need Leadinfo licenses. External partners can approve contracts or pricing without getting access to your lead database. No more $50/seat/month surprises.

Setting This Up Without Losing Your Mind

If you can make toast, you can set this up:

  1. Connect Leadinfo to Zapier (takes 2 minutes)
  2. Choose your trigger (Lead Bot, form submit, custom trigger)
  3. Map Leadinfo data to an ApproveThis template
  4. Set approval rules (who needs to sign off, escalation paths)
  5. Test with live data

Pro tip: Start with one high-impact workflow like sales discount approvals before scaling to other teams. Most companies see ROI within 14 days.

Who Actually Benefits From This?

Marketing: Stop guessing which campaigns drive real pipeline. Require approval to shift budget between channels based on lead quality scores.

Sales: Get pricing approvals faster by showing lead intent data alongside requests. New rep? Auto-route their deals to managers for coaching.

Finance: Set hard limits on discounts but stay flexible - if lead info shows a Fortune 500 company, auto-approve 5% extra.

Ops: Track approval bottlenecks in real dashboards instead of digging through Slack. Prove where deals get stuck.

The Bottom Line: Stop Approving, Start Selling

Approvals aren't about control - they're about moving faster without breaking things. When your team can trust that:

- Hot leads get instant attention
- Budgets adapt to real performance
- Deals close before stakeholders change jobs

...that's when you stop drowning in process and start scaling revenue.

Get Started Free (takes 3 minutes) or book a 15-minute demo to see real company workflows.

Serious question: Can you afford to lose one more deal to approval delays?

🥳

Integrate with Leadinfo 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 Leadinfo

Suggested workflows (and their Zapier components) for Leadinfo

Create approval requests for new lead bot submissions

Improve your approval process by automatically creating an approval request whenever a Lead Bot submission occurs. This integration ensures that every new lead is assessed efficiently, reducing lead qualification time significantly and streamlining your workflow.

Zapier Components

Leadinfo Logo

Trigger

Lead Bot

Triggers when a Lead Bot is successfully submitted.

Action

Create Request

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

Notify team for new lead gen form submissions

Keep your team in the loop by receiving notifications for every new Lead Gen Form submission, triggering a fresh approval workflow. It helps your team act swiftly on lead opportunities, maintaining a robust sales pipeline.

Zapier Components

Leadinfo Logo

Trigger

Lead Gen Form

Triggers when a Lead Gen Form is successfully submitted.

Action

New Request

Triggers when a new approval request workflow is initiated.

Initiate approvals for matched triggers

Automatically initiate approval requests in ApproveThis when specific triggers inside Leadinfo are matched. Enhance your decision-making process by integrating lead triggers with structured approval workflows.

Zapier Components

Leadinfo Logo

Trigger

Trigger

Triggers when a configured trigger inside Leadinfo is matched

Action

Create Request

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