ApproveThis manages your Cardy Integration approvals.

Why ApproveThis + Cardy = Faster Results

When digital business cards meet smart approval workflows, teams move faster while maintaining control. Cardy simplifies contact capture through shareable digital cards, while ApproveThis adds structure to what happens next. Together, they create a seamless handoff between lead generation and internal decision-making - no more lost opportunities in email threads or approval bottlenecks.

How It Works: From Contact to Action

Cardy users collect contact details through digital business cards shared via QR codes, links, or NFC tags. When integrated with ApproveThis through Zapier, every new contact can automatically trigger an approval process. For example:

• A sales team receives 50 new leads from a trade show - ApproveThis routes high-value contacts to managers for immediate follow-up approval
• Marketing captures demo requests at an event - conditional workflows automatically approve leads meeting budget thresholds

Approvers receive email notifications with key details (contact info, source, notes) and can approve/reject directly from their inbox - no need to log into Cardy. Approved contacts then flow back into your CRM or sales tools.

Real-World Use Cases

1. Sales Team Lead Qualification

Tech startups using Cardy at industry events can auto-route enterprise leads to sales directors. ApproveThis' calculated fields automatically flag contacts from companies with 500+ employees, triggering immediate approval requests with priority status.

2. Marketing Campaign Follow-Up

Marketing agencies running Cardy campaigns for clients can set approval thresholds - any contact requesting a proposal over $25k gets auto-routed to client stakeholders. Approvers don't need agency software access, maintaining clear client boundaries.

3. Partner Onboarding

Consulting firms using Cardy to exchange details with potential partners can require consensus approval from legal and finance teams. ApproveThis' approval groups ensure all stakeholders review terms before greenlighting partnerships.

Setup Made Simple

Connect Cardy and ApproveThis in 15 minutes using Zapier. First, create a Zapier account if you don't have one. Choose "New Contact" in Cardy as your trigger event. Map key contact fields (name, company, notes) to ApproveThis' request template. Configure your approval workflow in ApproveThis - set approvers, thresholds, and conditions. Test with a sample Cardy contact to ensure approvals route correctly. Finally, activate the Zap and monitor initial requests through ApproveThis' dashboard.

Team-Specific Benefits

Sales Teams

Reduce lead response time from days to hours by eliminating manual approval requests. Field reps at medical device companies use this integration to get immediate manager sign-off on hospital decision-maker contacts captured during site visits.

Marketing Teams

Maintain brand safety by requiring approvals for high-value partnerships. A beverage company's marketing team automatically routes any influencer contacts from Cardy to legal for contract compliance checks before outreach.

Operations Teams

Automate handoffs between lead generation and CRM entry. IT service providers use the integration to ensure all Cardy contacts get vetted for technical fit before entering sales pipelines.

Advanced Features That Add Value

ApproveThis' vacation delegation prevents delays when approvers are OOO - critical for teams coordinating across time zones with international clients from Cardy. Conditional logic in workflows automatically approves repeat contacts while flagging new companies for review.

Why This Integration Works

Cardy excels at frictionless contact capture but wasn't built for internal governance. ApproveThis adds structured decision-making without slowing down client-facing teams. Unlike manual processes, this integration provides:

• Audit trails showing who approved which contact and when
• Real-time status updates for stalled requests
• Automatic data sync between field collections and backend systems

Getting Started

Begin with your most time-sensitive approval process. For most teams, this means qualifying sales leads from events or campaigns. Configure a simple workflow in ApproveThis requiring one approval, then expand to multi-step processes as needed. Remember - approvers only need email access, making this ideal for involving clients or external partners.

Ready to eliminate approval bottlenecks? Start your ApproveThis trial or explore Cardy's plans to create your digital business cards. For personalized guidance, book a demo showing how to automate approvals for your specific use case.

Final Tips for Success

Train sales teams to add notes in Cardy when capturing contacts - "Interested in enterprise plan" triggers faster approvals than blank submissions. Use ApproveThis' real-time tracking to identify which event types generate the most stalled leads. Most importantly, review approval metrics quarterly - if 95% of Cardy contacts get auto-approved, consider raising your automation thresholds.