ApproveThis manages your Sansan Integration approvals.

When Business Cards Meet Approval Chains

Let's be real – nobody became a manager because they love chasing down signatures or playing phone tag about whether Sandra in accounting approved that new vendor. Yet here we are, with teams drowning in paper business cards, Slack threads begging for approvals, and critical decisions stuck in email purgatory. This isn't just annoying; it's expensive. Delayed approvals mean missed opportunities, frustrated clients, and teams stuck doing busywork instead of actual work.

Enter the tag team you didn't know you needed: ApproveThis (the approval automation heavyweight) and Sansan (the business card digitization champ). Together, they turn your clunky contact approval processes into a well-oiled machine. We're talking automatic routing based on dollar amounts, approval chains that adapt when someone's on vacation, and all without forcing your external partners to learn yet another software tool.

Why This Combo Hits Different

Sansan solves the "what" – capturing contact details with scary accuracy from business cards. ApproveThis handles the "who" and "when" – making sure the right people sign off on decisions fast. Connect them via Zapier, and you've got a system where new contacts trigger approval workflows before your sales team even finishes their coffee.

Here's the kicker: ApproveThis approvers don't need Sansan licenses. Client wants to approve a contract? Vendor needs to sign off on terms? Just send them an email – they click approve/reject without logging into anything. No more "I couldn't access the portal" excuses.

Real-World Wins for Teams Who Get It

Sales Teams: From Business Card to Closed Deal in Record Time

Picture this: Your rep scans a prospect's business card into Sansan. Zapier instantly creates an ApproveThis request to provision a demo account. The system knows deals over $50K need VP approval, so it routes accordingly. While the VP reviews, the rep gets automatic alerts – no more guessing if it's stuck in legal. For a Sansan power user, this cuts the "hey, did you approve that?" follow-ups by 80%.

Procurement: Stop Being the Bottleneck

New vendor submitted their info via Sansan? ApproveThis checks if their risk rating (pulled from Sansan tags) requires extra scrutiny. High-risk? Routes to legal. Under $10K? Auto-approves. Plus, vacation delegation means approvals don't stall because someone's at a conference. One manufacturing company using this combo reduced vendor onboarding from 3 weeks to 48 hours. Not bad for a Tuesday.

Marketing: Event ROI That Doesn't Suck

Trade show team scans 200 cards daily. ApproveThis auto-creates requests to add contacts to HubSpot based on lead score thresholds from Sansan tags. High-value leads get CMO approval for personalized outreach within hours. Low-tier? Nurture campaign auto-approved. Bonus: Real-time dashboards show which events actually drive approved leads, not just badge scans.

Setting This Up Without Losing Your Mind

1. Map Your "Uh Oh" Moments: What approvals currently cause delays? Vendor spends? Client data sharing? Start there.
2. Tag Like You Mean It: Sansan tags become approval triggers. "High Spend Potential" or "Requires NDA" tags tell ApproveThis what rules to apply.
3. Zapier Does the Heavy Lifting: Two key Zaps:
- New Sansan card → Create ApproveThis request with auto-routing logic
- Approved request → Update Sansan contact with approval status/metadata
4. Test Drive with a Pilot Team: Start with a department drowning in approvals (looking at you, legal). Refine then scale.

Features You'll Actually Use (No Bloat Here)

Approval Thresholds: Auto-approve expenses under $1K but flag anything over $5K for CFO review. Sansan tags like "VIP Client" can adjust these thresholds on the fly.
Calculated Fields: Automatically tally total potential deal size from Sansan data to determine approval level. No more manual spreadsheets.
Vacation Guardrails: John's skiing? Approvals automatically reroute to his deputy without missing a beat.
Email Escape Hatch: External partners approve via email reply. No logins, no passwords, no "IT locked my account" drama.

Why This Isn't Just Another Integration

Most app combos just shuffle data. This one actually decides. Sansan tells you "this contact exists." ApproveThis determines "this contact needs legal review because X" and makes it happen. It's the difference between having data and having data that does something.

For companies scaling past 100 employees, this is survival mode. When you can't personally know every vendor or client, automated approval rules based on Sansan's tags become your safety net. Plus, auditors love the paper trail showing who approved what and why.

Cool, But Does It Work for [Your Industry]?

Healthcare: Patient data sharing approvals that comply with HIPAA, with audit trails.
Construction: Subcontractor onboarding with safety cert checks via Sansan docs.
Tech Startups: Auto-approve demo requests from Sansan contacts tagged "Qualified Lead."
Nonprofits: Board member approvals for major donor outreach based on donation history.

Bottom Line: Approval Shouldn't Be a Career

Your team didn't sign up to be professional approvers. With ApproveThis and Sansan talking via Zapier, you get human oversight where it matters and automation everywhere else. Less chasing, more closing.

Ready to stop being the approval police? Register for ApproveThis or grab a demo. First round of "celebratory coffee now that approvals don't suck" is on us.