ApproveThis manages your Wizard card Integration approvals.

Two Tools, One Goal

Modern businesses need solutions that cut through complexity. ApproveThis brings structure to decision-making, while Wizard Card transforms contact management into actionable opportunities. When connected through Zapier, these platforms create a seamless bridge between capturing leads and making strategic decisions about them.

What Each Tool Does Best

Wizard Card excels at converting casual website visitors into tracked contacts through customizable digital business cards. Its analytics help teams understand which cards generate engagement, while pop-up forms capture critical lead details.

ApproveThis adds governance to this process through features like multi-stage approvals, automatic routing based on deal size, and real-time audit trails. Where Wizard Card identifies opportunities, ApproveThis ensures teams act on them consistently.

Why This Integration Changes the Game

Marketing teams using Wizard Card often struggle with lead qualification bottlenecks. Sales teams wait days for manager sign-off on high-value prospects, while operations teams manually track approval statuses across spreadsheets. The Zapier integration between Wizard Card and ApproveThis solves these problems by:

• Auto-converting new contacts into approval requests
• Applying business rules to prioritize deals

A manufacturing company used this integration to reduce their quote approval time from 72 hours to 4 hours, directly impacting their ability to outbid competitors.

Three Ways Businesses Use This Combo

1. Lead Qualification at Scale

Marketing agencies running campaigns for multiple clients use Wizard Card's contact popups to capture leads, then route high-value prospects through client-specific approval chains in ApproveThis. Approval thresholds automatically filter out unqualified leads, while calculated fields prioritize contacts based on custom scoring models.

2. Cross-Team Collaboration

Event organizers combine Wizard Card's analytics with ApproveThis' sequential approvals. When a VIP downloads a conference digital card, the workflow:

1. Triggers a sponsorship upsell approval to sales leadership
2. Routes catering requests to operations if meal preferences are noted
3. Escalates media inquiries to PR teams through parallel approvals

3. Client-Facing Operations

Consulting firms share Wizard Cards with embedded approval buttons that clients can access without software licenses. A procurement team might approve vendor contracts directly through email while the consulting team tracks progress in ApproveThis dashboards.

Implementation Made Simple

Setting up the integration takes under 15 minutes:

Step 1: In Zapier, create a new Zap using Wizard Card's "New Contact Popup" trigger.
Step 2: Select ApproveThis' "Create Request" action.
Step 3: Map contact details to approval request fields like "Deal Size" or "Priority Tier".
Step 4: Activate conditional logic to route requests based on lead score or department.

Pro Tip: Use ApproveThis' calculated fields to auto-populate ROI estimates based on Wizard Card's engagement metrics.

Team-Specific Benefits

Sales Teams

Automatically escalate hot leads that meet predefined criteria (e.g., decision-maker title + company size). Approval groups ensure regional managers review local deals while CRO focuses on enterprise opportunities.

Marketing Teams

Track which campaign-specific Wizard Cards drive the most approved leads. Use vacation delegation to prevent campaign delays when approvers travel.

Operations Teams

Maintain compliance through complete audit trails showing who approved each contact follow-up and why. Real-time dashboards replace status update meetings.

Executive Leadership

Receive summarized reports showing approval cycle times across departments. Identify bottlenecks where additional training or staffing improves deal velocity.

Beyond Basic Approvals

While the core integration handles contact review workflows, advanced users combine ApproveThis features with Wizard Card data for:

Dynamic Resource Allocation: Auto-approve staffing requests when trade show leads exceed 100/day.
Budget Controls: Require CFO approval for any lead requiring more than $5K in follow-up costs.
Compliance Safeguards: Flag contacts from restricted regions for legal review before engagement.

Real-World Impact

A cybersecurity company implemented this integration to handle partner referrals through Wizard Cards. Their process:

1. Partners share co-branded digital cards at events
2. High-value leads trigger approval requests with deal-sharing terms
3. Legal and sales teams review via parallel approvals
4. Approved leads auto-sync to Salesforce with agreed terms

Result: 40% faster partner onboarding with zero compliance violations.

Getting Started

To implement this integration:

1. Register for ApproveThis (14-day trial available)
2. Create your Wizard Card account
3. Connect both through Zapier's pre-built template

Final Thought

Wizard Card tells you who's interested. ApproveThis ensures your team acts on that interest with precision. Together, they remove the guesswork from lead management – not through more software, but through smarter process design.

Ready to stop letting leads slip through approval cracks? Schedule your demo to see real-time workflow examples.