ApproveThis manages your Virtual Business Cards Integration approvals.

Why These Platforms Work Better Together

When Virtual Business Cards captures leads through digital interactions, ApproveThis ensures those opportunities never stall in review limbo. This integration creates a closed-loop system where new contacts automatically trigger tailored approval workflows - perfect for businesses that need to qualify leads, vet partnerships, or manage high-volume requests.

Key Benefits for Modern Teams

Combining these platforms eliminates manual handoffs between lead capture and decision-making. Marketing teams gain real-time visibility into prospect quality, sales teams maintain control over partnership approvals, and operations teams reduce administrative work through automated routing.

Critical Capabilities

ApproveThis adds structured decision-making to Virtual Business Cards' contact collection with:

• Automatic escalation of high-value leads to senior staff
• Parallel approvals from legal/sales teams for partnership requests

Virtual Business Cards enhances ApproveThis workflows by providing rich contact context - including social profiles and interaction history - directly within approval requests.

Real-World Use Cases

Marketing Agencies: Client Qualification

When a new lead submits information through a digital business card, ApproveThis can:

1. Calculate potential client value using deal size and service requirements
2. Route enterprise leads to account directors
3. Auto-approve referrals from existing partners

Example: A Denver-based agency reduced lead response time from 48 hours to 90 minutes using threshold-based approvals.

Event Managers: Exhibitor Vetting

Trade show organizers using Virtual Business Cards for exhibitor applications can:

- Require booth approval from 3 committee members
- Automatically check sponsor tier benefits
- Send deposits to accounting upon approval

Sales Teams: Partner Onboarding

Distributors requesting collaboration through digital cards trigger:

• Credit checks via integrated financial tools
• Territory conflict analysis
• Legal document generation upon approval

Implementation Made Simple

Setting up the integration takes under 20 minutes through Zapier:

Step 1: Create Zap with Virtual Business Cards' "New Lead" trigger
Step 2: Map lead data to ApproveThis fields
Step 3: Configure approval logic (thresholds, groups)
Step 4: Set up post-approval actions in your CRM

Pro Tip

Use ApproveThis' calculated fields to auto-approve leads meeting specific criteria - like minimum budget or industry type - while flagging exceptions for manual review.

Team-Specific Advantages

Sales Leadership

Maintain control over partnership decisions without micromanaging. Receive mobile approvals during client meetings, with automatic CRM updates when deals get greenlit.

Marketing Operations

Ensure lead quality before passing contacts to sales. Set approval rules requiring demo requests to include budget details or use cases.

Finance Teams

Review high-value discounts requested through partner business cards. Approval thresholds automatically escalate deals exceeding 15% margin impact to CFO review.

Why This Integration Wins

Unlike basic form-to-email solutions, this combination delivers:

Contextual Approvals: Decision-makers see complete interaction history from Virtual Business Cards alongside approval requests
Multi-Team Coordination: Legal, sales, and finance can review the same request sequentially without version conflicts
Client Experience: External partners approve documents directly via email without app logins

Critical Differentiator

ApproveThis doesn't require approvers to have Virtual Business Cards licenses - ideal for involving external stakeholders or executives who shouldn't have direct access to your contact database.

Getting Started

To implement this integration:

1. Create your ApproveThis account
2. Connect both apps through Zapier
3. Build your first workflow using the "New Lead" trigger
4. Test with internal teams before full rollout

Implementation Checklist

- Define approval thresholds for auto-approval
- Set up vacation delegates for key approvers
- Configure email templates with Virtual Business Cards branding
- Integrate post-approval CRM actions

Beyond Basic Automation

Advanced users can layer ApproveThis features like:

Conditional Routing: Route enterprise leads differently than SMB contacts
Dynamic SLAs: Apply tighter deadlines for high-priority accounts
Approval Analytics: Identify bottlenecks in lead qualification processes

Final Recommendation

Businesses using Virtual Business Cards for lead generation should implement ApproveThis approvals when:
- Lead volume exceeds 50/month
- Multiple stakeholders review submissions
- Compliance requires audit trails

Ready to transform leads into action? Schedule your integration demo or start a free trial today.