ApproveThis manages your Lead Generated Integration approvals.

When Approval Meets Lead Management

Let’s cut to the chase: approvals suck when they’re manual. Especially for leads. Sales teams want to move fast, finance wants guardrails, and everyone hates being the bottleneck. That’s why connecting ApproveThis (your approval Swiss Army knife) with Lead Generated (your lead CRM) through Zapier isn’t just convenient – it’s business-critical for teams juggling growth and governance.

This integration isn’t about replacing your CRM. It’s about adding a layer of decision-making speed to your existing lead process. Think of it like putting express lanes on your sales highway – qualified leads get through faster, questionable ones get flagged early, and nobody’s waiting on a manager’s email reply from their golf vacation.

Why This Combo Works

ApproveThis handles the “who says yes” part. Lead Generated manages the “what happens next” part. Zapier makes them talk without your IT department getting involved. Together, they solve three big headaches:

• No more approval black holes: Track exactly where each lead is in the review process
• Stop license sprawl: Approvers only need ApproveThis access – no extra CRM seats required

For companies between 50-5,000 employees, this means scaling your lead process without scaling chaos. Marketing teams get faster turnaround on campaign leads. Sales ops maintains control over lead scoring thresholds. Finance ensures high-value deals get proper scrutiny.

Real-World Use Cases That Don’t Suck

1. The Instant Lead Review

How it works: New Lead Generated entry → Auto-create ApproveThis request → Approved/Rejected → Update CRM status

Who needs this: Marketing agencies running lead gen campaigns for clients. Instead of clients emailing “Did you review that $50k/mo prospect yet?”, your ApproveThis dashboard shows real-time status. Bonus: Set approval thresholds so junior staff can approve small leads automatically, while big fish get exec review.

2. The Clean Handoff

How it works: ApproveThis approval → Auto-create polished Lead Generated entry → Notify sales rep

Who needs this: SaaS companies with product-led growth. Free trial signups that meet certain usage thresholds (calculated fields in ApproveThis) auto-trigger sales outreach. No more sales reps wasting time on unqualified leads that slipped through.

3. The Compliance Shield

How it works: Lead hits certain criteria (geo, industry, budget) → Force multi-department approval → Full audit trail

Who needs this: Financial services or healthcare companies. When a lead from a regulated market comes in, ApproveThis can require legal + compliance team sign-off before the lead ever hits the sales team’s pipeline.

Setup That Takes 10 Minutes, Not 10 Days

Here’s your no-BS guide:

1. Connect Lead Generated to Zapier (use their integration docs)
2. Pick your trigger – “New Lead” is the main one
3. Map lead data to ApproveThis fields (keep it simple – name, value, source)
4. Set approval rules: Who needs to approve? Any auto-approve thresholds?
5. Test with a dummy lead – if it works, go live

Pro tip: Use ApproveThis’ calculated fields to auto-score leads based on Lead Generated data. Example: (Lead Score = [Estimated Deal Size] / [Sales Cycle Length]). Set approvals to trigger only for scores above 50.

Department-Specific Wins

Sales Teams

Stop chasing approvals for time-sensitive leads. If a hot lead comes in at 7 PM, your approval workflow can:

• Escalate to next available manager via vacation delegation
• Auto-approve if lead score exceeds threshold
• Notify rep via Slack and email when ready

Finance Teams

Finally get visibility into lead quality before deals hit the books. Require CFO approval for any lead with:

• Custom payment terms
• Discounts over 15%
• Multi-year commitments

Operations Teams

Cut manual data entry between systems. Approved leads automatically get:

• Proper tagging in Lead Generated
• Correct sales stage assignment
• Team notifications based on deal type

Why This Beats Manual Approvals

Let’s say you’re a 200-person e-commerce company. Without this integration:

• Sales reps manually email leads to managers for approval
• Approved leads get copy-pasted into Lead Generated
• Deal details get mistyped 15% of the time
• Approval status updates require 3 Slack follow-ups

With the integration:

• Lead data flows automatically between systems
• Approvers get email/Slack alerts with one-click buttons
• Approved leads auto-populate all required CRM fields
• Rejected leads trigger automated follow-up surveys

Killer Features You’ll Actually Use

ApproveThis isn’t just about routing requests. When connected to Lead Generated:

Email Approvals That Don’t Annoy People

Approvers can review lead details and click Approve/Reject right from their inbox. No login required. No “I forgot my password” BS.

Approval Chains That Adapt

Example workflow:

1. Lead under $10k? Auto-approved
2. $10k-$50k? Needs sales manager OK
3. Over $50k? Require CFO + legal sign-off

Real-Time Tracking That Actually Works

See which leads are stuck in approval limbo. Filter by:

• Approver overdue
• High-value stuck leads
• Leads approaching SLA deadlines

When Not to Use This Integration

This isn’t magic fairy dust. If your lead process is a mess, automating it will just break things faster. Fix these first:

• Undefined approval rules (“Sometimes Bob approves, sometimes Carol”)
• No clear lead scoring model
• Sales/Finance teams at war over deal sizes

Ready to Stop Losing Leads to Approval Bureaucracy?

Here’s your next move:

1. Grab an ApproveThis trial
2. Connect to Lead Generated via Zapier
3. Set up one approval workflow (start small)

Within 2 hours, you’ll have:

• Fewer status update meetings
• Less CRM junk data
• More closed deals

Or keep doing manual approvals – your funeral.