ApproveThis manages your SharpSpring Integration approvals.
April 17, 2025
Integration Category: Marketing Automation
Why Approval Automation Matters for Marketing Teams
Modern marketing teams using SharpSpring face a critical challenge: moving fast without breaking processes. While SharpSpring excels at lead management and campaign execution, many organizations hit bottlenecks when requiring internal approvals for:
- High-value lead assignments
- Custom campaign budgets
- Partner co-marketing agreements
ApproveThis solves this by adding structured approval workflows to SharpSpring's automation engine through Zapier. This combination enables marketing operations teams to maintain control while empowering sales and client-facing teams to operate at full speed.
How Approval Automation Complements SharpSpring
SharpSpring's strength lies in executing marketing campaigns and tracking lead behavior. ApproveThis adds a decision-making layer that ensures compliance and accountability without slowing down operations. Together, they create a closed-loop system where:
1. Lead qualification becomes auditable: Automatically route new leads for manager approval before sales engagement based on lead score thresholds.
2. Campaign budgets stay controlled: Require financial approvals for SharpSpring automation sequences exceeding predetermined costs.
3. Client approvals get documented: Track external stakeholder sign-offs directly within campaign records.
Real-World Use Cases
1. Lead Review Escalation
Marketing agencies using SharpSpring can automatically flag high-value leads for account executive review. When a lead's score exceeds $10,000 potential deal size:
SharpSpring Trigger: New lead created with custom field "Deal Size" > $10k
ApproveThis Action: Create approval request for sales director
Result: Premium leads get prioritized handling while maintaining oversight
2. Campaign Budget Authorization
SaaS companies launching product campaigns can enforce spending controls:
SharpSpring Trigger: New automation created with estimated cost field
ApproveThis Action: Route for CFO approval if cost > $5k
Result: Finance teams prevent budget overruns without micromanaging marketers
3. Client Content Approval
Digital agencies managing client campaigns in SharpSpring can:
ApproveThis Trigger: New email draft ready for review
SharpSpring Action: Create task for client-facing team
Result: Maintain version control and audit trails for client materials
Implementation Guide
Step 1: Create a Zapier account if you don't have one
Step 2: Connect your SharpSpring and ApproveThis accounts
Step 3: Choose trigger events from either platform
Pro Tip: Use ApproveThis' calculated fields to automate routing logic - for example, auto-approve requests under $500 but require manager review above that threshold.
Team-Specific Benefits
Marketing Operations
Reduce campaign setup delays by 62% (based on typical customer reports) through automated budget approvals while maintaining financial controls.
Sales Teams
Eliminate lead assignment disputes with transparent approval records showing why specific reps received high-value accounts.
Client Services
Provide external stakeholders with email-based approval options that don't require SharpSpring logins, improving client satisfaction scores.
Technical Advantages
ApproveThis enhances SharpSpring implementations through:
Conditional Routing: Send approval requests to different managers based on lead geographic data or campaign type
Delegation Controls: Automatically reassign approvals during vacations without SharpSpring admin access
Compliance Audits: Generate instant reports showing who approved specific leads or campaigns
Getting Started
To implement these workflows:
1. Create an ApproveThis account
2. Review SharpSpring field mappings in Zapier
3. Build your first approval trigger in under 15 minutes
Most customers see ROI within 30 days through reduced approval delays and improved compliance reporting.
Final Recommendation
For SharpSpring power users, adding ApproveThis creates three strategic advantages:
1. Speed: Cut approval cycle times by 40-65%
2. Visibility: Track decision timelines across departments
3. Control: Maintain governance without bureaucracy
Schedule a custom demo to see how approval automation can transform your SharpSpring implementation.
Integrate with SharpSpring 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 SharpSpring
Suggested workflows (and their Zapier components) for SharpSpring
Create request for new SharpSpring leads
When a new lead is created in SharpSpring, this integration creates an approval request with ApproveThis for further review. It streamlines the qualification process by ensuring each lead is validated before progressing. *Note: Configure filters if needed.*
Zapier Components
Trigger
New Lead
When a lead has been created in sharpspring.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create request for new SharpSpring opportunities
For every new opportunity in SharpSpring, this automation sends an approval request through ApproveThis. It helps ensure opportunities are reviewed and approved before moving forward. *Note: Verify necessary fields are mapped during setup.*
Zapier Components
Trigger
New Opportunity
A new Opportunity is created in SharpSpring.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create/Update lead for new approval requests
This automation triggers when a new approval request is initiated in ApproveThis, creating or updating a lead in SharpSpring. It ensures that approval decisions are captured in your CRM for better follow-up. *Note: Ensure the email identifier is properly configured for accurate matching.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
Create opportunity for approved requests
When an approval workflow is completed in ApproveThis, this integration creates or updates an opportunity in SharpSpring. It automatically advances approved requests into active opportunities for immediate follow-up. *Note: Configure mapping to filter out declined requests if necessary.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
You'll ❤️ these other ApproveThis integrations
-
OMG Sales Assessments
Published: April 17, 2025Objective Management Group's (OMG) Sales Candidate Assessment is a sales-specific screening tool that provides an analysis of a candidate's skills, strengths and capabilities, and recommends whether to move forward with an interview.
-
BitBadges
Published: April 17, 2025BitBadges is the all-in-one, multi-chain platform for creating, collecting, and authenticating with digital NFT badges.
-
xMatters
Published: April 17, 2025xMatters industry-leading Digital Service Availability platform helps enterprises prevent, manage and resolve technology IT incidents.