
ApproveThis manages your WhatConverts Integration approvals.
April 17, 2025
Integration Category: Crm
When Lead Tracking Meets Approval Automation
Let's be real - marketing teams using WhatConverts already know where their leads come from. But here's what they don't know: why half their hot leads get stuck in approval purgatory while sales reps twiddle their thumbs waiting to pounce.
ApproveThis plugs directly into that gap. We're talking about connecting your lead tracking powerhouse (WhatConverts) with an approval system that doesn't require begging department heads to check their email. When these two platforms shake hands through Zapier, you get automated approval workflows that move at the speed of your marketing team.
Why This Combo Doesn't Just Work - It Prints Money
For companies between 50-5,000 employees, every delayed approval on lead handling costs actual revenue. Here's what changes when you connect the dots:
For Marketing Ops
Your $20k/month Google Ads spend? It suddenly becomes accountable. Auto-create approval requests when high-value leads come through WhatConverts, complete with calculated ROI fields from ApproveThis. No more guessing whether that enterprise lead from the "Ultimate Guide" ebook download was worth the content team's sleepless nights.
For Sales Leaders
New lead approval in 3 hours instead of 3 days. That's what happens when you set up automatic routing based on lead score thresholds. Bonus: Sales ops can finally stop playing carrier pigeon between marketing and legal on compliance approvals.
For Finance Teams
Ever seen a CFO smile? You will when commission approvals get auto-routed through calculated fields that cross-reference WhatConverts lead values with sales payout thresholds. All without needing 17 Excel sheets open.
Real Workflows for People Who Hate "Workflow Talk"
1. The Instant Lead Filter
Picture this: A marketing agency gets 142 leads overnight from their "Free SEO Audit" campaign. WhatConverts tracks them all, but only the 12 leads spending $10k+/month need CMO approval before sales can engage.
Zapier triggers an ApproveThis request whenever a new lead hits that threshold. The CMO approves via email during her morning coffee. Sales gets notified before their standup meeting. Total time wasted? Less than scrolling through TikTok during your bathroom break.
2. The Compliance Safety Net
Financial services company gets a lead from a restricted region. WhatConverts flags it, Zapier fires off an approval request to legal with all lead details pre-attached. Legal team approves with one click or kicks it to compliance officers based on preset rules. All while the sales rep actually focuses on selling instead of playing email tag.
3. The Budget Approval Glue
E-commerce brand sees a conversion rate spike from TikTok leads. Marketing wants to shift $50k from Google Ads. Instead of two weeks of budget review meetings, they trigger an approval workflow with real-time CAC metrics pulled from WhatConverts. Finance approves with conditional thresholds - anything under $75k gets auto-approved if ROAS stays above 3x.
Features You'll Actually Use (No Fluff)
We know you've sat through enough demos of "game-changing features" that just create more work. Here's what matters when connected to WhatConverts:
Email Approvals That Don't Suck
Approvers get everything they need in one email - lead source, conversion value, previous interactions. They approve/reject without logging into Yet Another Platform. Especially crucial for external clients who don't have (and shouldn't need) WhatConverts access.
Vacation Mode for Grown-Ups
When your CMO is trekking in the Himalayas, approvals auto-reassign to the CRO based on WhatConverts lead values. No more "Waiting on Jim's reply" while deals freeze.
Thresholds That Work While You Sleep
Auto-approve leads under $5k lifetime value. Escalate anything from enterprise IP addresses directly to VP Sales. Let the system handle the grunt work while your team focuses on exceptions.
Setting It Up Without Losing Your Mind
We've all seen "5-minute setup" promises that take 3 days. Here's the real deal:
- Connect WhatConverts to Zapier (existing users can do this in 2 clicks)
- Choose your trigger: New lead, lead updated, etc.
- Map lead data to ApproveThis fields (pro tip: use calculated fields for instant ROI estimates)
- Set approval rules: Who needs to approve based on lead value, source, or custom parameters
- Test with real lead data (because your QA team is busy enough)
Total setup time: Less than your last Zoom call that should've been an email.
Who Benefits Beyond the Obvious?
Enterprise Sales Teams
Deal desks can approve custom pricing faster by connecting WhatConverts lead engagement data to approval criteria. High-intent leads from case study downloads? Fast-track those approvals.
Legal & Compliance
Automatically flag leads from regulated industries in WhatConverts, trigger compliance approvals in ApproveThis with all necessary documentation attached. Audit trails happen automatically instead of being a quarterly panic.
Channel Partners
External agencies can submit leads through WhatConverts and get approvals from your team without access to your CRM. Keep partners happy without security nightmares.
The Quiet Advantage Everyone Misses
While competitors are busy making pretty dashboards, this integration solves the real problem: approvals aren't about tracking, they're about velocity. Every minute saved on rubber-stamping requests is a minute your team actually spends on:
- Closing high-value deals instead of chasing approvers
- Optimizing campaigns instead of manually routing forms
- Analyzing lead data instead of reconciling approval spreadsheets
And because ApproveThis approvers don't need licenses for WhatConverts (or any other app in your stack), you're not bleeding cash on seats for people who just need to click "Approve" occasionally.
When to Steal This Setup
If any of these sound familiar, stop reading and go set up the integration:
→ Your sales team complains about "slow marketing approvals" more than actual selling
→ Finance keeps rejecting leads because "the numbers didn't look right" in the handoff
→ You have a "Special Projects" folder full of failed automation attempts
→ Your CRM has more approval-related custom fields than actual sales data
No Magic, Just Math
Let's break the corporate speak. For a 200-person company processing 500 leads/month:
- 2 hours/day saved on approval follow-ups = 520 hours/year
- 15% faster lead handling = 75 extra deals/month
- 80% reduction in approval errors = 400 fewer "Oops, wrong version" emails
Even if half those numbers are true, you're looking at real impact. Not "digital transformation" buzzwords - actual time and money saved.
Getting Started Without the BS
Option 1: Register for ApproveThis, connect to WhatConverts via Zapier, and use the pre-built templates.
Option 2: Book a 15-minute demo where we'll show you exactly how agencies and in-house teams are using this right now.
Pro tip: Bring your last month's lead approval metrics. We'll show you where the leaks are.
Integrate with WhatConverts 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 WhatConverts
Suggested workflows (and their Zapier components) for WhatConverts
Initiate approval requests for new WhatConverts leads
Too many leads to manage approvals manually? This integration helps by automatically creating an approval request in ApproveThis whenever a new lead is received in WhatConverts. Streamline your approval processes with ease.
Zapier Components

Trigger
New Lead
Triggers when a new lead is received.
Action
Create Request
Creates a new request, probably with input from previous steps.
Add leads to WhatConverts from approved requests
Streamline your lead management by automatically creating a lead in WhatConverts when an approval request is completed in ApproveThis. Ensure no potential lead slips through the cracks after approval.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create Lead
Create a new lead.
Create approval requests for updated WhatConverts leads
Need to manage updates on lead data carefully? This automation allows you to automatically create an approval request in ApproveThis whenever a lead is updated in WhatConverts, ensuring every change is reviewed properly.
Zapier Components

Trigger
Updated Lead
Triggers when a lead is updated.
Action
Create Request
Creates a new request, probably with input from previous steps.
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