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Mobilo Card Integration

ApproveThis manages your Mobilo Card Integration approvals.

April 17, 2025

Integration Category: Crm

When Smart Cards Meet Smarter Approvals

Let's be real - collecting leads is easy. Turning them into revenue? That's where most companies faceplant. Mobilo Card's smart business cards give you slick contact sharing and lead tracking. ApproveThis handles the messy middle where deals go to die: decision-making limbo.

Connect these two through Zapier, and you've got something dangerous:

  • Mobilo captures lead details (with analytics)
  • ApproveThis automatically routes approval requests
  • Your team acts on qualified leads before they ghost

No more spreadsheet ping-pong. No more "Who approved this?" slack threads. Just tracked leads turning into closed deals faster than your sales team can say "Let's circle back."

Why This Combo Works for Mid-Sized Companies

If your company's between 50-5,000 employees, you're big enough that ad-hoc approvals waste real money, but small enough that enterprise solutions feel like using a sledgehammer to hang picture frames.

Mobilo + ApproveThis hits the sweet spot:

  • Sales Teams: Automatically escalate high-value leads for discount approvals
  • Marketing: Get sign-offs on lead-gen offers before they're shared via digital cards
  • Operations: Approve vendor partnerships initiated through Mobilo contacts

Bonus: Approvers don't need Mobilo licenses. Perfect for involving external partners or execs who shouldn't have access to your lead database.

Real-World Use Cases That Don't Suck

1. Instant Lead Qualification

The Problem: Your field team collects 200 leads at a conference. 80% are tire-kickers. How do you filter without hiring an intern to cold-call?

The Fix: Set ApproveThis thresholds based on Mobilo's lead scoring. Any lead interacting with 3+ card links gets auto-approved for sales outreach. Marginal leads? Route to managers for quick review.

2. Cross-Department Handoffs

The Problem: A Mobilo lead needs product customization. Sales needs engineering approval, but engineers hate salespeople.

The Fix: Auto-create approval requests with technical specs. Engineers review via email (no meetings) using ApproveThis' calculated fields to flag feasibility issues.

3. Compliance Without the Paperwork

The Problem: Your healthcare company uses Mobilo at events, but need HIPAA-compliant approval trails for patient leads.

The Fix: Every Mobilo lead triggers an ApproveThis workflow with mandatory legal sign-off before CRM entry. Audit-ready trails, zero extra clicks.

Setting This Up Without Losing Your Mind

If you can make coffee, you can connect these tools:

  1. Zapier Setup: Create a Zap with Mobilo's "New Lead" trigger
  2. Map Data: Pull lead score, contact info, interaction history into ApproveThis
  3. Configure Approvals: Set thresholds (auto-approve leads above 75 points) and escalation rules

Pro Tip: Use ApproveThis' vacation delegation so approvals don't stall when Karen from legal is on safari.

Teams That Win With This Integration

Sales: From Lead Hoarding to Pipeline Hygiene

Example: A SaaS AE uses Mobilo at a trade show. High-intent leads auto-approve for custom demos. Marginal leads get nurture sequences. Result: 40% less junk in Salesforce, 22% faster deal velocity.

Marketing: Prove ROI or Perish

Example: Demand gen links on digital cards require budget holder approval via ApproveThis. Every approved offer ties to Mobilo's UTM tracking. No more "Which event drove these leads?" guesswork.

Operations: Kill the Status Update Meeting

Example: Facility managers share Mobilo cards with vendors. New vendor requests auto-route through ApproveThis with compliance checklists. Procurement gets real-time dashboards, stops chasing emails.

Why This Isn't Just Another Integration

ApproveThis doesn't just pass data - it adds decision intelligence Mobilo can't:

Approval Thresholds: Auto-approve small discounts, escalate big deals. No more $10K approvals stuck in someone's inbox.

Calculated Fields: Combine Mobilo's lead score with deal size for priority routing. $100K deal with low intent? Maybe wake the CFO.

Approval Groups: Route enterprise leads through legal/sales/exec chains without manual handoffs.

The Bottom Line

Mobilo tells you who's interested. ApproveThis tells you who's allowed to act on it. Together through Zapier, they turn networking from a cost center into a revenue accelerator.

For companies scaling past 50 employees, this isn't about efficiency - it's about not letting bureaucracy kill your growth. Set it up once, and your approval process scales without adding headcount.

Ready to stop losing deals to approval lag? Get Started with ApproveThis or schedule a 15-minute demo.

Already using Mobilo? Check their latest analytics features to fuel smarter approvals.

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Integrate with Mobilo Card 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.

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Best Approval Workflows for Mobilo Card

Suggested workflows (and their Zapier components) for Mobilo Card

Create a new approval request for new Mobilo Card leads

When a new lead is created with your Mobilo Card, streamline the approval process by automatically creating a corresponding request in ApproveThis. Ensure quick and effective decision-making for incoming leads.*Note: Customize your approval workflow in ApproveThis to match lead importance criteria.*

Zapier Components

Mobilo Card Logo

Trigger

New Lead (For Your Account)

Triggers when a new lead has been created for your own account.

Action

Create Request

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

Initiate approval for new group Mobilo Card leads

Automatically initiate an approval request in ApproveThis for any new lead generated within your group on Mobilo Card. This ensures that group leads are reviewed efficiently and approvals are granted quickly. *Note: Set up group-specific approval routing in ApproveThis for seamless flows.*

Zapier Components

Mobilo Card Logo

Trigger

New Lead (For Your Group)

Triggers when a new lead has been created for your group (or department), within the organization.

Action

Create Request

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

Approve organization-wide Mobilo Card leads

For each new lead captured across your organization via Mobilo Card, an approval request is automatically generated in ApproveThis. This guarantees comprehensive lead management and facilitates timely follow-ups.*Note: Organization-wide approval settings can be configured in ApproveThis for efficient handling.*

Zapier Components

Mobilo Card Logo

Trigger

New Lead (For Your Organization)

Triggers when a new lead is created for any employee in your organization.

Action

Create Request

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