ApproveThis manages your LeadSquared Integration approvals.

When Your CRM Needs Adult Supervision

Let's be real - most CRMs are like overeager interns. LeadSquared? Great at capturing leads, running campaigns, and tracking sales activities. But when it comes to actually deciding what to do with those leads? That's where teams get stuck in reply-all email hell, Slack threads that go cold, and spreadsheet trackers that everyone forgets to update.

ApproveThis acts like the seasoned manager your CRM never had. We don't just automate approvals - we enforce the rules you wish your team was following. Custom workflows that mirror your actual decision-making process. Automatic escalations when people ghost requests. Real-time visibility that actually gets looked at.

Connect them through Zapier, and you've essentially given LeadSquared a new set of reflexes. Now when leads come in from landing pages or sales calls, they automatically kick off approval processes that:

• Stop unqualified leads from clogging pipelines
• Prevent discount happy sales reps from tanking margins
• Keep client onboarding from turning into a free-for-all

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

Most integrations just shuffle data between apps. This pairing changes how teams operate:

For Marketing Teams

Your $20k/month ad spend shouldn't hinge on whether Karen in legal remembers to check her inbox. Connect LeadSquared lead scores to ApproveThis thresholds, and high-value prospects automatically get fast-tracked to sales. Low-score leads? Either trigger nurture campaigns or kill them immediately.

For Sales Ops

New lead comes in from a partner portal? Instead of chasing down 3 department heads for sign-off, ApproveThis routes it based on deal size:

• Under $5k? Auto-approved, create LeadSquared task immediately
• $5k-$50k? Needs sales director + finance approval
• Enterprise deals? Legal gets looped in automatically

For Client Services

Client requests via LeadSquared forms can now require internal approvals before showing as completed in the CRM. No more overpromising deliverables because someone clicked "confirm" too fast.

Real-World Use Cases That Don't Suck

1. Killing "Forgot to Approve" Lead Leaks

The Problem: Sales teams letting unvetted leads into pipelines because manual approval requests get buried.

The Fix: Zapier triggers an ApproveThis workflow for every new LeadSquared lead. Routing rules send it to:

• Sales lead for qualification check
• Compliance team if industry requires vetting
• Finance if custom pricing is requested

Who Cares: Healthcare SaaS companies preventing non-HIPAA compliant leads from entering pipelines. Approvers don't need LeadSquared access - they get email/Slack approvals instead.

2. Landing Pages That Actually Gatekeep

The Problem: High-value content downloads attracting tire-kickers instead of real buyers.

The Fix: When someone submits a LeadSquared landing page for your $10k whitepaper:

1. ApproveThis checks if they're existing customers
2. Runs automatic domain validation
3. Requires sales manager approval if new account

Who Cares: Enterprise consultants who can't afford to waste time on unqualified leads. Approval thresholds auto-deny submissions from free email domains.

3. Post-Approval Actions That Don't Require Babysitting

The Problem: Approved leads getting stuck because next steps aren't clear.

The Fix: When ApproveThis approves a request:

• Auto-create LeadSquared tasks with due dates
• Update lead scores based on approval conditions
• Trigger personalized drip campaigns

Who Cares: Financial services firms needing audit trails showing exactly why a lead was approved and what happened next.

Setting This Up Without Losing Your Mind

If you can use a toaster, you can connect these systems:

1. Pick Your Trigger: New lead? Form submission? Lead score change?
2. Build Approval Logic: Drag-and-drop who needs to approve what, with conditional paths
3. Connect Post-Approval Actions: Create LeadSquared tasks, update fields, trigger campaigns

Pro Tip: Use ApproveThis' calculated fields to auto-approve/deny based on lead data. Example: If "Annual Revenue" field < $1M and "Industry" = education → auto-deny.

Features You'll Actually Use

Beyond basic approvals, this combo lets you:

Escalate Stalled Deals

If approvers don't respond in 24hrs, requests jump to their manager. Still no response? Escalate to exec team with context from LeadSquared.

Approval Hijacking

Sales rep going on vacation? ApproveThis automatically reassigns their approvals to a delegate without touching LeadSquared permissions.

Compliance Made Less Awful

Every approval decision is logged with LeadSquared lead data attached. Export reports showing exactly who approved what and why.

Why This Isn't Just Another Integration

Most CRMs bolt-on approval features as an afterthought. LeadSquared + ApproveThis via Zapier gives you:

• Actual enforcement of approval chains instead of hoping people follow process
• No per-user fees for approvers - crucial when working with clients/partners
• Two-way sync that keeps LeadSquared clean without manual data entry

It's the difference between having a process and having a process people actually follow.

Teams That Should Care

Marketing Operations

Stop sales from cherry-picking leads. Enforce SLAs on lead follow-ups by auto-reassigning unapproved leads after 48hrs.

Sales Leadership

Lock discount approvals behind multi-level checks. If a rep requests 15% off, require director approval. Over 20%? Needs CFO sign-off.

Client Success

New feature requests from clients? Route through ApproveThis with attached LeadSquared usage data before committing timelines.

Getting Started Without the BS

If you're using LeadSquared, you already hate manual processes. Here's how to not overcomplicate this:

1. Identify one approval bottleneck that's costing deals or creating fire drills
2. Map the current (broken) process in ApproveThis - takes about 20 minutes
3. Connect to LeadSquared via Zapier using pre-built templates

Done right, you'll have your first workflow live before your next pointless status meeting.

Time to Stop Approving Chaos

Let's be clear - this isn't about adding more software. It's about fixing the approval black holes that make your CRM data untrustworthy and your team look disorganized.

ApproveThis + LeadSquared via Zapier works because:

• No one needs to learn new software - approvals happen where people already work (email, Slack)
• Managers get visibility without micromanaging
• LeadSquared stays clean because garbage leads never enter the system

Ready to actually fix your approval process? Get started with ApproveThis or schedule a 15-minute demo that skips the sales pitch and shows real workflows.