Skip to content
DenGro Integration

ApproveThis manages your DenGro Integration approvals.

April 17, 2025

Integration Category: Crm

Why ApproveThis + DenGro Isn’t Just Another Integration

Let’s cut to the chase: dental groups don’t have time to babysit software. Between managing patient leads, chasing down approvals for marketing budgets, and handling referral partnerships, most practices are stuck choosing between growth and operational chaos. That’s where connecting ApproveThis (your approval quarterback) and DenGro (your lead conversion machine) through Zapier changes the game.

Think of it like giving your front desk superpowers. When a new lead comes in from a $5k implant campaign, ApproveThis automatically routes the budget approval to your regional manager. Once approved? DenGro instantly creates the lead record and kicks off nurture sequences. No more spreadsheets, no more “Did you see my email?”, and definitely no more leads rotting in someone’s inbox.

Where Most Dental CRMs Fall Short (And How We Fix It)

DenGro’s great at tracking lead journeys, but let’s be real – CRMs don’t handle human decisions. Ever had a treatment plan approval delayed because the orthodontist was at a conference? ApproveThis adds the missing layer:

  • No license lockout: Specialists, external partners, or insurance reps can approve/reject requests via email without needing DenGro access
  • Money thresholds: Auto-approve $500以下的 campaigns, escalate anything over $2k to the board
  • Vacation coverage: If your marketing director’s on leave, approvals shift to their deputy automatically

Real-World Use Cases for Actual Humans

1. The Multi-Location Budget Approval Nightmare

Imagine a 12-practice dental group where each location wants to run local Facebook ads. Without automation:

  • Office managers email spreadsheets to regional directors
  • Approvals get buried under patient emails
  • DenGro campaigns start 11 days late

The Fix: Connect DenGro lead journeys to ApproveThis’ conditional thresholds. Any ad spend under $1,500 auto-approves and triggers DenGro campaign creation. Over $1,500? Routes to the CFO with calculated ROI projections pulled from past DenGro data. Approvers click “Yes” in email, DenGro activates the campaign, everyone wins.

2. The Orthodontic Referral Black Hole

Pediatric dentists referring to orthodontists often face:

  • Referral forms lost between front desks
  • Zero tracking on which referrals convert
  • Ortho partners annoyed by follow-up calls

The Fix: New patient referrals in DenGro trigger ApproveThis requests to the orthodontic team. They review insurance eligibility and case complexity directly from the DenGro lead record. Once approved, DenGro auto-schedules the consult and tracks ROI per referring dentist. Bonus: ApproveThis sends a branded thank-you PDF to the referring practice automatically.

Setup That Doesn’t Require a PhD

Here’s how to connect the dots in under 15 minutes:

  1. Zapier account: If you don’t have one, sign up here (free tier works)
  2. Trigger: Choose DenGro events like “New Lead Journey” or “Lead Updated”
  3. Action: Select ApproveThis’ “Create Request” with dynamic fields (campaign budget, lead source, etc.)
  4. Test: Zapier will send a test lead from DenGro to ApproveThis

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-value leads. Example: If a DenGro lead scores over 85 and case value exceeds $3k, route to the senior treatment coordinator with escalation rules.

Who Actually Benefits? (Spoiler: Everyone)

Marketing Teams

Stop begging for budget approvals. When DenGro detects a lead source converting at 22%+ ROI, ApproveThis automatically pings the CMO with pre-calculated revenue projections. Approve via email, campaign funding unlocks instantly.

Clinical Directors

New ortho cases from general dentists get auto-routed with patient records. Approve complex cases with one click, deny others with feedback. All decisions sync back to DenGro for performance tracking.

Dental Partnerships

External labs or insurance providers get approval requests via ApproveThis without DenGro licenses. They review lab cases or pre-auth requests in their email, you track everything in both systems.

The Unsexy Stuff That Actually Matters

Audit Trails

ApproveThis timestamps every decision and attaches DenGro lead IDs. When CMS comes knocking about that implant campaign, export a PDF with full approval chain in 2 clicks.

Compliance Guardrails

Set hard rules in ApproveThis: “All DenGro leads tagged ‘Medicaid’ require DSO approval.” No exceptions, no oops-we-violated-HIPAA emails at 2 AM.

Cool Features You’ll Actually Use

Email Approvals That Don’t Suck

Approvers get a clean email with key DenGro data: lead score, estimated case value, source. Click “Approve” or “Request Changes” – no login required. Changes sync back to DenGro automatically.

Escalation Overrides

When a high-value DenGro lead sits unapproved for 4 hours, ApproveThis bumps it to the next decision-maker. Send passive-aggressive Slack reminders to slowpokes.

When to Avoid This Integration

This isn’t magic fairy dust. If your dental group:

  • Still tracks leads on paper charts (seriously?)
  • Lets any assistant approve $50k campaigns
  • Thinks “Zapier” is a type of toothbrush

...maybe start with Excel. For everyone else? The ROI is stupidly obvious.

Next Steps for Non-Masochists

Two options:

  1. DIY: Grab an ApproveThis trial, connect to DenGro via Zapier (tutorials included)
  2. Hand-holding: Book a 15-minute demo – we’ll pre-build your first 3 workflows

Either way, stop letting approval bottlenecks kill your patient lead momentum. Your DenGro data’s ready to work harder – just needs that final human yes/no.

🥳

Integrate with DenGro 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 DenGro

Suggested workflows (and their Zapier components) for DenGro

Create DenGro leads when requests are approved or denied

Gain efficiency by having approved or denied requests automatically create new leads in DenGro. This automation simplifies the lead generation process by converting approval outcomes into actionable opportunities. *Note: Ensure approval workflows in ApproveThis are properly set to trigger this integration.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

DenGro Logo

Action

Create Lead

Create a new Lead in DenGro.

Initiate approval requests for new DenGro lead journeys

Enhance decision-making by initiating approval requests in ApproveThis when new lead journeys are created. This automation ensures that each new journey is carefully reviewed before proceeding, improving lead management and strategic oversight. *Note: Set up specific criteria for when a journey should trigger an approval request.*

Zapier Components

DenGro Logo

Trigger

Lead Journey Created

Triggers when a new lead journey is created in your account.

Action

Create Request

Creates a new request, probably with input from previous steps.

Generate DenGro referrals for new approval requests

Automatically create referrals in DenGro for every new approval request initiated. This streamlines the referral process, ensuring potential leads are quickly acted upon based on staff approval activities. *Note: Optimize your criteria for what constitutes a suitable referral to enhance lead conversion rates.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

DenGro Logo

Action

Create Referral

Creates a new Referral in DenGro.

Create approval requests for updated DenGro leads

Whenever a lead in DenGro is updated, automatically create an approval request in ApproveThis to review changes. This ensures all lead updates go through an approval process, maintaining data integrity and compliance with company standards. *Note: Define specific updates that should trigger an approval request to avoid unnecessary approval tasks.*

Zapier Components

DenGro Logo

Trigger

Lead Updated

Triggers when a Lead is updated in your account.

Action

Create Request

Creates a new request, probably with input from previous steps.