ApproveThis manages your Splite Integration approvals.

When Contact Sharing Meets Decision Automation

Modern businesses face a critical challenge: moving fast without breaking things. Splite solves half of this equation by making contact sharing frictionless through its NFC-powered business cards and digital profiles. But what happens after that contact lands in your system? This is where ApproveThis transforms efficiency into strategic advantage.

By connecting Splite's contact capture capabilities with ApproveThis's approval automation through Zapier, organizations gain an end-to-end solution for managing partnerships, vendor relationships, and client onboarding. The integration turns Splite's "contact received" events into triggers for structured approval workflows – ensuring every new connection gets the right scrutiny without manual oversight.

Why This Integration Matters Now

Consider these real-world scenarios:

• A sales team collects 50 new partner contacts at a trade show via Splite cards
• An event coordinator receives 200 attendee profiles through NFC interactions
• A procurement manager gathers vendor information during site visits

Without automation, these scenarios create approval bottlenecks. With the integration, each Splite contact becomes a approval request in ApproveThis, automatically routed to legal, finance, or department heads based on predefined rules. Approval thresholds ensure small deals get fast-tracked while major partnerships receive proper due diligence.

Three Teams That Win with This Integration

1. Business Development & Partnerships

When your team exchanges 100+ contacts per month through Splite cards at conferences, manual vetting becomes impossible. The integration auto-generates approval requests that:

• Check new partners against existing contracts using calculated fields
• Route high-value deals to C-level approvers via sequential workflows
• Auto-approve contacts meeting predefined criteria (like NDAs on file)

Example: A medical device startup uses approval thresholds to automatically flag any Splite contacts from healthcare providers, ensuring HIPAA compliance reviews before partnership discussions.

2. Marketing & Event Teams

Trade show leads captured via Splite often require budget approvals for follow-up campaigns. The integration enables:

- Real-time budget checks against calculated fields in approval requests
- Automatic delegation to backup approvers during events
- Instant CRM updates upon approval through connected Zaps

Example: An event agency approves swag package shipments for Splite contacts meeting minimum attendee tiers, using conditional logic to bypass approvals for VIPs.

3. Procurement & Vendor Management

Splite contacts collected during supplier site visits trigger approval workflows that:

- Validate vendor certifications against compliance databases
- Route insurance documentation to risk management teams
- Compare quoted pricing to historical data via calculated fields

Example: A construction firm auto-approves Splite contacts from suppliers with valid safety certifications, while flagging new vendors for full committee review.

Technical Setup Made Simple

Connecting Splite and ApproveThis requires three steps in Zapier:

1. Create trigger: "New Contact" in Splite
2. Add action: "Create Request" in ApproveThis
3. Map Splite contact fields to approval template variables

Pro tip: Use ApproveThis's calculated fields to auto-populate decision criteria like:
- Days since last contact with similar partners
- Percentage difference from preferred vendor pricing
- Compliance score based on attached documents

The Hidden Advantage: External Collaboration

Unlike traditional systems, ApproveThis doesn't require external partners to have Splite licenses. Legal teams can review vendor contacts via email approvals, while finance approvers see only relevant deal terms through customized request views. This eliminates the "seat license" bottleneck that plagues other platforms.

Case in point: A software company's channel partners submit Splite contacts through a public form. ApproveThis routes these to:

- Technical validation team (internal)
- Partner legal (external, email-based)
- Finance (internal, with amount thresholds)
All without requiring external users to log into either Splite or ApproveThis.

Beyond Basic Approvals: Advanced Features

While the Splite integration handles contact intake automation, ApproveThis adds layers of control:

Vacation Delegation: Never miss a partnership deadline because someone's OOO. Approval responsibilities automatically shift based on calendar integrations.

Consensus vs. Sequential: Require unanimous partner approvals from legal/security teams, while using sequential routing for executive sign-offs.

Document Attachments: Attach Splite contact PDFs, NDAs, or compliance certificates directly to approval requests for contextual decisions.

Common Pitfalls to Avoid

Don't: Use generic approval templates for all Splite contact types. A vendor approval needs different fields than a sales lead.

Do: Set up separate ApproveThis templates for:
- Vendor/partner onboarding
- Sales lead qualification
- Event attendee follow-up

Don't: Assume all approvers need full Splite access. Use ApproveThis's field-level security to hide sensitive contact details.

Measuring Impact

Companies using both platforms typically see:

- 65% faster partner onboarding cycles
- 40% reduction in compliance errors
- 80% fewer "follow-up" emails on pending approvals

These metrics stem from ApproveThis's real-time tracking dashboard, which provides audit trails for every Splite-sourced contact – crucial for industries like healthcare and finance.

Getting Started

To implement this integration:

1. Create your ApproveThis account
2. Set up Splite contact sharing
3. Build your first Zap with these Zapier templates

For complex use cases like multi-country partnerships or regulated industries, request a custom demo to see conditional logic and approval thresholds in action.

The Future of Contact-Driven Workflows

As NFC and smart business cards become standard, systems like Splite will generate more frontline data than ever. ApproveThis ensures this deluge of contacts translates to disciplined growth rather than chaos. Together, they create what leading operations teams are calling "structured agility" – the ability to move fast with confidence.

Ready to transform contact sharing from an admin task to a strategic advantage? Schedule your integration demo or launch with our pre-built Zap templates today.