ApproveThis manages your Convertlyio approvals.

When Lead Generation Meets Approval Automation

Let’s be real: your marketing team kills itself creating Convertlyio quizzes and forms that actually get people to engage. But what happens after someone submits their info? That hot lead gets stuck in approval purgatory while three different departments argue about who owns the follow-up. Meanwhile, Sales is screaming about missed opportunities.

This is why 72% of deals get cold while you’re waiting for someone to hit “approve.”

ApproveThis isn’t just another checkbox tool – it’s the missing link between Convertlyio’s lead-gen magic and actually doing something with those leads. We’ll show you how to connect them in 15 minutes flat using Zapier, then break down exactly why this combo is like giving your ops team superpowers.

Why This Integration Doesn’t Suck

Most “integrations” are just fancy email forwards. Here’s what actually changes when you connect Convertlyio to ApproveThis:

• Zero license headaches: Approvers don’t need Convertlyio access. Great when you’re dealing with external partners or cheap execs who won’t spring for extra seats.
• Auto-escalation that works: Set $$ thresholds so big deals jump the queue to your CMO, while small fries get auto-approved by the system.

Real example: A cybersecurity client routes all demo requests through Convertlyio. If the lead scores over 80 on their quiz, ApproveThis automatically pings their VP of Sales. Under 50? It gets auto-denied with a “thanks but no thanks” email. Saved them 22 hours/month in manual triage.

Use Cases That Don’t Make Us Want to Cry

For Marketing Teams:

You spend weeks building Convertlyio campaigns – why let approvals kill your momentum? Connect high-value lead alerts to ApproveThis so:

- Content offers requiring legal sign-off get routed before the asset goes live
- Budget increases for top-performing campaigns get instant exec approval
- UGC submissions from Convertlyio forms get brand compliance checks in real-time

For Sales Ops:

Your reps live in Convertlyio quizzes to qualify prospects. Integrate with ApproveThis to:

- Auto-flag enterprise leads for discount approval
- Require manager sign-off before booking demos with unvetted accounts
- Escalate custom proposal requests past the standard sales playbook

Bonus for Finance Nerds:
Yes, we know you’re using Convertlyio for event reimbursements and vendor onboarding. Add ApproveThis to:
- Auto-approve expenses under $500 with calculated fields verifying budget remaining
- Require 3-way PO matching on procurement requests over $10K
- Send contract renewals through legal via email so they stop “forgetting”

How to Set This Up Without Losing Your Mind

Step 1: Create a Zapier account (free tier works)
Step 2: Connect Convertlyio as your trigger app → choose “New Submission”
Step 3: Add ApproveThis as your action app → select “Create Request”
Step 4: Map Convertlyio fields to your approval template (takes 2 mins)
Step 5: Test with a real submission → pop champagne when it works

Pro tip: Use ApproveThis’ calculated fields to auto-flag submissions that meet certain criteria (lead score >75, budget over $50K, etc.). Saves your team from playing detective.

Why Your Team Won’t Revolt

For approvers:
They approve/reject directly from email. No new logins. No Convertlyio training. Just click “Approve” while waiting for their latte.

For admins:
Set up vacation delegates so approvals don’t die when Karen from Legal takes PTO. Plus, the audit trail in ApproveThis makes compliance audits less hellish.

For everyone else:
Real-time tracking means no more “Hey, did you approve that thing?” Slack messages. Check the dashboard and move on with your life.

When to Use This vs. Building Custom Crap

Look – if you’ve got a team of developers sitting around bored, sure, build your own approval system. For the other 99% of us:

- Approval thresholds change quarterly? Update them in ApproveThis in 2 clicks.
- Need to add a new regional manager to the approval chain? Done before your Zoom call starts.
- CFO suddenly wants all $10K+ deals reviewed? Turn it on before lunch.

Bottom Line: This Isn’t About Approvals

It’s about not letting process kill momentum. Convertlyio gets you the leads – ApproveThis makes sure they don’t rot in someone’s inbox.

Your CMO cares about lead volume. Your sales team cares about speed. You? You just care about making both sides stop yelling at you. This integration is your peace treaty.

Do Something That Actually Matters Today

Try ApproveThis free → connect your Convertlyio account in Zapier → send your first automated approval before your next meeting.

Or if you’re the type who needs hand-holding: Book a 12-minute demo. We’ll show you how to cut approval delays by 68% without hiring more middle managers.